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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1526
Beach Investment Counsel
Pennsylvania
$239K -$25.7K -150 -9%
ZIMP
1527
Zimmermann Investment Management & Planning
Pennsylvania
$238K -$25K -146 -9%
FI
1528
Financial Insights
Washington
$238K -$71K -414 -21%
PTC
1529
Philadelphia Trust Company
Pennsylvania
$238K – – –
PMG
1530
ProVise Management Group
Florida
$238K – – –
4WM
1531
44 Wealth Management
Oregon
$237K +$259K +1,512 New
WAG
1532
Wallace Advisory Group
California
$237K -$6.34K -37 -3%
SCA
1533
Scott Capital Advisors
Oregon
$237K +$37.9K +221 +17%
CCM
1534
Chiron Capital Management
Florida
$236K -$16.8K -98 -6%
ZB
1535
Zions Bancorporation
Utah
$236K +$122K +714 +85%
AC
1536
AlphaCore Capital
California
$234K -$47.8K -279 -15%
GLLW
1537
Graves Light Lenhart Wealth
Virginia
$234K – – –
ZF
1538
Zhang Financial
Michigan
$234K +$6.86K +40 +3%
OL
1539
OneFund LLC
Florida
$234K +$6.52K +38 +3%
ACM
1540
Arcataur Capital Management
Wisconsin
$234K – – –
DA
1541
Dash Acquisitions
California
$233K +$258K +1,502 New
SW
1542
Solidarity Wealth
Utah
$233K +$43.7K +255 +20%
QWP
1543
Quotient Wealth Partners
Texas
$233K +$50.1K +292 +24%
JC
1544
JB Capital
Connecticut
$232K -$13.9K -81 -5%
PHS
1545
Pekin Hardy Strauss
Illinois
$231K -$223K -1,300 -46%
BWA
1546
BlueChip Wealth Advisors
Georgia
$231K – – –
CMA
1547
Cedar Mountain Advisors
Oregon
$231K -$5.32K -31 -2%
ACM
1548
Advance Capital Management
Michigan
$231K +$857 +5 +0.3%
BF
1549
Blankinship & Foster
California
$230K – – –
CFP
1550
Catalyst Financial Partners
Massachusetts
$230K -$20.2K -118 -7%
60 61
62
63 64