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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Capital Wealth Planning
Florida
$208K -$63.4K -430 -22%
NAS
1602
Nicolet Advisory Services
Wisconsin
$208K -$27.1K -184 -11%
BCM
1603
Bluefin Capital Management
New York
$208K – – –
GWA
1604
Gibson Wealth Advisors
Texas
$208K – – –
PP
1605
PDS Planning
Ohio
$208K +$4.42K +30 +2%
ACG
1606
Allen Capital Group
Nebraska
$208K +$17.3K +117 +8%
MCM
1607
MV Capital Management
Maryland
$208K +$47.1K +319 +27%
SWA
1608
Sutton Wealth Advisors
Florida
$208K +$2.51K +17 +1%
APWM
1609
Atlas Private Wealth Management
New York
$207K -$32.5K -220 -13%
CWS
1610
Cypress Wealth Services
California
$206K -$24.5K -166 -10%
BWL
1611
Bogart Wealth LLC
Virginia
$206K +$83.5K +566 +60%
MC
1612
Miramar Capital
Illinois
$205K -$15.9K -108 -7%
CWA
1613
Clarus Wealth Advisors
Arizona
$205K – – –
CNWM
1614
Clay Northam Wealth Management
California
$205K – – –
PCC
1615
Park Circle Company
Maryland
$205K – – –
TIM
1616
Total Investment Management
Arizona
$205K – – –
MPW
1617
Monterey Private Wealth
California
$205K +$11.9K +81 +6%
TA
1618
Trellis Advisors
Washington
$205K +$18.4K +125 +9%
ERIC
1619
Eagle Rock Investment Company
Georgia
$205K +$221K +1,500 New
CI
1620
CX Institutional
Indiana
$205K +$221K +1,501 New
BC
1621
Bridgefront Capital
Texas
$205K +$222K +1,503 New
SW
1622
SkyOak Wealth
Michigan
$204K -$103K -700 -32%
GLLW
1623
Graves Light Lenhart Wealth
Virginia
$204K – – –
PCM
1624
Pointe Capital Management
Michigan
$204K – – –
OWP
1625
Obermeyer Wealth Partners
Colorado
$204K +$220K +1,489 New
63 64
65
66 67