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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1601
OneFund LLC
Florida
$264K -$519 -3 -0.2%
BLAM
1602
Bourne Lent Asset Management
New York
$264K – – –
MWP
1603
Meridian Wealth Partners
Pennsylvania
$264K +$17.7K +102 +7%
FWP
1604
Forefront Wealth Partners
Texas
$264K +$4.15K +24 +2%
ICP
1605
Interchange Capital Partners
Pennsylvania
$264K +$267K +1,545 New
CFA
1606
Capstone Financial Advisors
Illinois
$263K -$121K -700 -31%
GLLW
1607
Graves Light Lenhart Wealth
Virginia
$263K +$519 +3 +0.2%
CWG
1608
Cornerstone Wealth Group
North Carolina
$263K -$7.44K -43 -3%
PIM
1609
Penobscot Investment Management
Massachusetts
$263K -$17.3K -100 -6%
WF
1610
Welch & Forbes
Massachusetts
$262K -$56.6K -327 -18%
RBFC
1611
Roman Butler Fullerton & Co
Missouri
$262K -$17.3K -100 -6%
AFPL
1612
Advus Financial Partners, LLC
Florida
$262K +$25.3K +146 +10%
LFA
1613
Laraway Financial Advisors
Minnesota
$262K -$17.3K -100 -6%
KLI
1614
Kelman-Lazarov Inc
Tennessee
$262K +$266K +1,534 New
DWM
1615
Drive Wealth Management
Utah
$261K +$65.9K +381 +33%
GCA
1616
Gradient Capital Advisors
California
$261K +$23.4K +135 +10%
KFS
1617
Keynote Financial Services
Connecticut
$260K -$2.6K -15 -1%
BCCM
1618
Bridge Creek Capital Management
Massachusetts
$260K -$26K -150 -9%
BWA
1619
BlueChip Wealth Advisors
Georgia
$259K – – –
BF
1620
Blankinship & Foster
California
$259K – – –
AI
1621
Accredited Investors
Minnesota
$257K -$14.7K -85 -5%
KAS
1622
KPP Advisory Services
Kentucky
$257K +$24.9K +144 +11%
SWIM
1623
Smallwood Wealth Investment Management
New Jersey
$256K -$25.3K -146 -9%
CA
1624
Cambridge Advisors
Nebraska
$256K -$6.06K -35 -2%
ATFA
1625
All Terrain Financial Advisors
Minnesota
$256K – – –
63 64
65
66 67