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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Consultiva Wealth Management
Puerto Rico
$296K +$215K +1,245 +254%
AG
1527
AmeriFlex Group
Nevada
$296K +$19.9K +115 +7%
VNA
1528
Valley National Advisers
Pennsylvania
$295K -$2.08K -12 -0.7%
EFA
1529
Edge Financial Advisors
Illinois
$294K – – –
RWB
1530
RMR Wealth Builders
New Jersey
$294K -$27.5K -159 -8%
FFO
1531
Fortitude Family Office
Arizona
$294K -$9.52K -55 -3%
WJA
1532
Willis Johnson & Associates
Texas
$293K +$43.8K +253 +17%
QFPS
1533
Quantum Financial Planning Services
Washington
$292K -$2.08K -12 -0.7%
HPBT
1534
Hickory Point Bank & Trust
Illinois
$292K -$3.46K -20 -1%
CCC
1535
Chelsea Counsel Company
California
$292K -$51.9K -300 -15%
AHC
1536
Adell Harriman & Carpenter
Texas
$291K – – –
EGM
1537
Engineers Gate Manager
New York
$290K -$43.3K -250 -13%
BWL
1538
Bogart Wealth LLC
Virginia
$290K -$30.3K -175 -9%
PWP
1539
Perfromance Wealth Partners
Illinois
$290K – – –
BBWP
1540
Beacon Bridge Wealth Partners
Pennsylvania
$288K +$692 +4 +0.2%
GIBU
1541
Gulf International Bank (UK)
United Kingdom
$288K +$27.9K +161 +11%
BEW
1542
Burton Enright Welch
California
$288K -$865 -5 -0.3%
WIA
1543
Westbourne Investment Advisors
Maryland
$288K – – –
AGP
1544
Aspire Growth Partners
Florida
$286K -$2.25K -13 -0.8%
JAG
1545
Journey Advisory Group
Kentucky
$285K +$33.6K +194 +13%
AGAM
1546
Audent Global Asset Management
California
$285K -$53.5K -309 -16%
JWM
1547
JGP Wealth Management
Oregon
$285K -$3.81K -22 -1%
IBOK
1548
Independence Bank of Kentucky
Kentucky
$284K -$17.8K -103 -6%
BWM
1549
Benchmark Wealth Management
Connecticut
$284K – – –
TIM
1550
Total Investment Management
Arizona
$284K -$865 -5 -0.3%
60 61
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63 64