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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1601
Howe & Rusling
New York
$278K -$4.08K -26 -2%
LF
1602
Lighthouse Financial
Florida
$278K +$246K +1,570 New
SA
1603
Sylvest Advisors
Texas
$278K +$246K +1,570 New
BOPW
1604
Brandywine Oak Private Wealth
Pennsylvania
$277K -$62.6K -399 -20%
T
1605
Transce3nd
Texas
$277K +$246K +1,565 New
PTC
1606
Philadelphia Trust Company
Pennsylvania
$277K – – –
VWM
1607
Vermillion Wealth Management
Minnesota
$277K +$246K +1,565 New
GFA
1608
Gallagher Fiduciary Advisors
Illinois
$277K +$18.4K +117 +8%
AC
1609
AlphaCore Capital
California
$277K +$3.61K +23 +1%
4WM
1610
44 Wealth Management
Oregon
$277K +$8K +51 +3%
BAAM
1611
Baker Avenue Asset Management
California
$276K -$4.39K -28 -2%
TSWM
1612
Tyler-Stone Wealth Management
Ohio
$276K +$15.7K +100 +7%
AGP
1613
Aspire Growth Partners
Florida
$275K +$244K +1,555 New
OC
1614
Optima Capital
Oregon
$275K +$244K +1,554 New
BBW
1615
Blue Barn Wealth
Utah
$275K -$115K -732 -32%
OL
1616
OneFund LLC
Florida
$275K +$2.35K +15 +1%
AF
1617
Atala Financial
California
$275K +$244K +1,552 New
BLAM
1618
Bourne Lent Asset Management
New York
$274K +$31.4K +200 +15%
POIA
1619
Pin Oak Investment Advisors
Texas
$274K – – –
KFS
1620
Keynote Financial Services
Connecticut
$273K +$8.95K +57 +4%
GLLW
1621
Graves Light Lenhart Wealth
Virginia
$272K – – –
BFS
1622
BridgePort Financial Solutions
Iowa
$272K +$245K +1,564 New
ACM
1623
Arcataur Capital Management
Wisconsin
$272K – – –
CA
1624
Cambridge Advisors
Nebraska
$272K +$5.49K +35 +2%
TWA
1625
TCI Wealth Advisors
Arizona
$271K -$9.1K -58 -4%
63 64
65
66 67