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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1676
Arden Trust
Delaware
$329K -$66.5K -275 -17%
MPW
1677
MA Private Wealth
California
$329K – – –
HFA
1678
Hoover Financial Advisors
Pennsylvania
$328K +$16.9K +70 +5%
IA
1679
Insight Advisors
Pennsylvania
$327K -$360K -1,491 -51%
BFG
1680
Bouchey Financial Group
New York
$327K -$6.29K -26 -2%
SIC
1681
Salem Investment Counselors
North Carolina
$326K -$37.7K -156 -10%
PWM
1682
PBMares Wealth Management
Virginia
$325K – – –
LHC
1683
Little House Capital
Massachusetts
$325K +$69.9K +289 +27%
WA
1684
Waddell & Associates
Tennessee
$325K +$328K +1,356 New
SDH
1685
Sloy Dahl & Holst
Washington
$324K -$66.2K -274 -17%
UTC
1686
Unified Trust Company
Kentucky
$324K – – –
WA
1687
Wealth Alliance
New York
$324K +$21K +87 +7%
CWS
1688
Cypress Wealth Services
California
$323K -$366K -1,513 -53%
OWP
1689
Obermeyer Wealth Partners
Colorado
$323K – – –
WIA
1690
Wealthstreet Investment Advisors
Texas
$322K -$9.14M -37,824 -97%
JPLA
1691
Joseph P. Lucia & Associates
New York
$322K +$218K +900 +202%
WIM
1692
Westside Investment Management
California
$322K -$12.1K -50 -0.8%
BSA
1693
Bull Street Advisors
Georgia
$321K – – –
I2I
1694
Insight 2811 Inc
Illinois
$320K – – –
OWIM
1695
Old West Investment Management
California
$320K – – –
ST
1696
Spinnaker Trust
Maine
$320K – – –
TWM
1697
TMD Wealth Management
Arizona
$320K – – –
GWMIA
1698
Global Wealth Management Investment Advisory
Florida
$320K +$12.1K +50 +4%
IP
1699
Isthmus Partners
Wisconsin
$320K +$60.4K +250 +23%
FFS
1700
Founders Financial Securities
Maryland
$319K -$19.6K -81 -6%
66 67
68
69 70