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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1701
Howe & Rusling
New York
$404K -$34.9K -157 -8%
CP
1702
Canopy Partners
Ohio
$404K +$17.8K +80 +4%
AWM
1703
Act Wealth Management
Texas
$403K +$13.8K +62 +3%
IIC
1704
Ironwood Investment Counsel
Arizona
$402K -$2K -9 -0.5%
IAS
1705
IMA Advisory Services
Colorado
$402K +$399K +1,793 +2,846%
SSW
1706
Stone Summit Wealth
Florida
$400K – – –
PFP
1707
Paragon Financial Partners
California
$400K – – –
FA
1708
Fermata Advisors
California
$399K +$67.2K +302 +20%
JWM
1709
JGP Wealth Management
Oregon
$399K +$2.23K +10 +0.5%
WAM
1710
Weiss Asset Management
Massachusetts
$399K +$410K +1,843 New
WFA
1711
WMG Financial Advisors
Tennessee
$398K -$12K -54 -3%
VDI
1712
Vaughan David Investments
Illinois
$398K -$4.23K -19 -1%
FGI
1713
Foresight Global Investors
New York
$398K -$14.5K -65 -3%
MFPI
1714
Midwest Financial Partners Investments
Minnesota
$398K – – –
TWM
1715
TriaGen Wealth Management
California
$397K – – –
ASG
1716
Ariston Services Group
California
$397K +$408K +1,835 New
RHP
1717
Royal Harbor Partners
Texas
$397K +$890 +4 +0.2%
AFA
1718
American Financial Advisors
Georgia
$397K -$11.1K -50 -3%
FBB
1719
Fulton Breakefield Broenniman
Maryland
$395K -$14.5K -65 -3%
JC
1720
JM2 Capital
Oklahoma
$394K +$8.45K +38 +2%
TP
1721
Thayer Partners
Pennsylvania
$393K +$32.9K +148 +9%
BCP
1722
Berkeley Capital Partners
Georgia
$392K +$13.3K +60 +3%
PFT
1723
Providence First Trust
Arizona
$392K +$403K +1,813 New
HPBT
1724
Hickory Point Bank & Trust
Illinois
$391K -$16.7K -75 -4%
KCM
1725
KRS Capital Management
Michigan
$390K +$33.4K +150 +9%
67 68
69
70 71