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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1626
Benin Management Corp
Connecticut
$327K +$320K +1,538 New
BFG
1627
Beacon Financial Group
Texas
$326K -$76.5K -368 -19%
CPA
1628
Court Place Advisors
Maryland
$325K – – –
CA
1629
Continuum Advisory
Idaho
$325K +$58.2K +280 +22%
AMCA
1630
Arthur M. Cohen & Associates
Illinois
$324K – – –
SAM
1631
S.A. Mason
Michigan
$324K – – –
GWSG
1632
GPS Wealth Strategies Group
Colorado
$324K +$317K +1,524 New
ST
1633
Smithfield Trust
Pennsylvania
$321K – – –
PMG
1634
ProVise Management Group
Florida
$321K – – –
CPIA
1635
Cornell Pochily Investment Advisors
New York
$320K +$10.4K +50 +3%
BFA
1636
Buttonwood Financial Advisors
Maryland
$320K -$2.08K -10 -0.7%
SAM
1637
Secure Asset Management
Michigan
$319K -$60.5K -291 -16%
BCM
1638
Bluefin Capital Management
New York
$319K -$312K -1,500 Closed
HFS
1639
Heritage Financial Services
Massachusetts
$319K -$14.8K -71 -5%
ACA
1640
Aptus Capital Advisors
Alabama
$317K -$198K -955 -39%
GLLW
1641
Graves Light Lenhart Wealth
Virginia
$316K – – –
PI
1642
PFS Investments
Georgia
$316K +$25.6K +123 +9%
CNWM
1643
Clay Northam Wealth Management
California
$316K – – –
I2I
1644
Insight 2811 Inc
Illinois
$316K -$1.66K -8 -0.5%
ML
1645
McAdam LLC
Pennsylvania
$315K -$20.8K -100 -6%
FCP
1646
Fidelis Capital Partners
Florida
$312K +$327K +1,575 New
SC
1647
Schulhoff & Co
Ohio
$312K – – –
FFG
1648
Fortem Financial Group
California
$312K -$104K -500 -25%
EDRIA
1649
Edmonds Duncan Registered Investment Advisors
Kansas
$311K – – –
LCM
1650
LVM Capital Management
Michigan
$309K +$41.6K +200 +16%
64 65
66
67 68