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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1676
Beirne Wealth Consulting Services
Connecticut
$318K +$287K +1,518 New
CFA
1677
Capstone Financial Advisors
Illinois
$318K -$5.1K -27 -2%
ZF
1678
Zhang Financial
Michigan
$318K +$58.7K +311 +26%
BF
1679
Blankinship & Foster
California
$318K – – –
AIS
1680
AM Investment Strategies
Tennessee
$317K +$287K +1,517 New
AGP
1681
Aspire Growth Partners
Florida
$316K -$6.04K -32 -2%
GIP
1682
Granite Investment Partners
California
$316K +$285K +1,509 New
EA
1683
Emerald Advisors
Washington
$315K +$284K +1,505 New
SWIM
1684
Smallwood Wealth Investment Management
New Jersey
$315K – – –
VCM
1685
Virtue Capital Management
Tennessee
$315K -$143K -755 -33%
GCS
1686
Gordian Capital (Singapore)
Singapore
$315K +$284K +1,501 New
ATFA
1687
All Terrain Financial Advisors
Minnesota
$314K – – –
AAM
1688
Aureus Asset Management
Massachusetts
$314K – – –
CA
1689
Cambridge Advisors
Nebraska
$314K – – –
PI
1690
Pettee Investors
Connecticut
$314K – – –
BCCM
1691
Bridge Creek Capital Management
Massachusetts
$314K -$4.72K -25 -2%
TWM
1692
Trueblood Wealth Management
Ohio
$314K +$50.4K +267 +22%
NEWAS
1693
N.E.W. Advisory Services
Wisconsin
$313K -$88K -466 -24%
WTA
1694
Washington Trust Advisors
Massachusetts
$312K – – –
PSP
1695
Principal Street Partners
Tennessee
$312K +$281K +1,490 New
ISFAN
1696
Investor's Fiduciary Advisor Network
Washington
$312K +$3.4K +18 +1%
CPWA
1697
Cerro Pacific Wealth Advisors
California
$312K +$17.2K +91 +7%
MWA
1698
Medallion Wealth Advisors
Connecticut
$312K -$16.2K -86 -5%
SPA
1699
Sherbrooke Park Advisers
New York
$311K +$281K +1,486 New
TVAMP
1700
Tennessee Valley Asset Management Partners
Tennessee
$311K +$41.7K +221 +17%
66 67
68
69 70