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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1576
Falcon Wealth Planning
California
$518K +$145K +676 +52%
AWA
1577
Alta Wealth Advisors
Massachusetts
$516K +$424K +1,981 New
PBC
1578
Pavion Blue Capital
California
$516K – – –
FCFC
1579
First Commonwealth Financial Corp
Pennsylvania
$515K – – –
FAN
1580
Financial Advisors Network
California
$515K -$7.7K -36 -2%
OC
1581
Oakworth Capital
Alabama
$515K – – –
WIA
1582
Westbourne Investment Advisors
Maryland
$513K +$2.57K +12 +0.6%
AC
1583
Avestar Capital
New York
$513K +$61.4K +287 +17%
LA
1584
Lifeworks Advisors
Michigan
$512K -$26.3K -123 -6%
EBSAM
1585
Eubel Brady & Suttman Asset Management
Ohio
$512K +$21.4K +100 +5%
LFA
1586
Laraway Financial Advisors
Minnesota
$510K – – –
MUMSS
1587
Mitsubishi UFJ Morgan Stanley Securities
Japan
$510K +$419K +1,958 New
B
1588
Bridgeworth
Alabama
$510K -$5.77K -27 -1%
BWA
1589
Bordeaux Wealth Advisors
California
$509K +$855 +4 +0.2%
NRG
1590
Nemes Rush Group
Michigan
$509K +$136K +636 +48%
CWS
1591
Confluence Wealth Services
Pennsylvania
$508K -$13.9K -65 -3%
SSW
1592
Stone Summit Wealth
Florida
$508K – – –
TCPWM
1593
Traverso Chambers Private Wealth Management
California
$507K – – –
PFP
1594
Paragon Financial Partners
California
$507K -$18.4K -86 -4%
QC
1595
Quent Capital
New York
$506K +$69.7K +326 +20%
SFWA
1596
Summit Financial Wealth Advisors
Louisiana
$506K – – –
IGAM
1597
iA Global Asset Management
Quebec, Canada
$505K -$3.85K -18 -0.9%
TWM
1598
TriaGen Wealth Management
California
$505K -$81.7K -382 -16%
WA
1599
Waddell & Associates
Tennessee
$505K -$192K -896 -33%
CA
1600
Calton & Associates
Florida
$505K +$414K +1,936 New
62 63
64
65 66