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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1701
Berkshire Asset Management
Pennsylvania
$439K +$179K +500 +77%
GM
1702
GeoWealth Management
Illinois
$439K +$413K +1,154 New
HCM
1703
Hudson Capital Management
New Jersey
$439K -$88.3K -247 -18%
SMG
1704
Spectrum Management Group
Indiana
$435K -$4.76M -13,330 -92%
CIA
1705
CSat Investment Advisory
Michigan
$434K -$211K -590 -34%
LFG
1706
LifePlan Financial Group
Ohio
$434K – – –
WCM
1707
Windsor Capital Management
Arizona
$434K +$95.1K +266 +30%
TIM
1708
Total Investment Management
Arizona
$433K – – –
TI
1709
Tidal Investments
Wisconsin
$433K +$407K +1,138 New
TCM
1710
Towercrest Capital Management
Pennsylvania
$431K -$89K -249 -18%
WCM
1711
Wedge Capital Management
North Carolina
$431K – – –
RW
1712
REDW Wealth
New Mexico
$428K +$54K +151 +15%
UWM
1713
USAdvisors Wealth Management
Minnesota
$422K -$35.7K -100 -8%
IIC
1714
Ironwood Investment Counsel
Arizona
$421K +$3.58K +10 +0.9%
DFA
1715
Delta Financial Advisors
Louisiana
$420K – – –
MA
1716
MCF Advisors
Kentucky
$420K – – –
BSB
1717
Bangor Savings Bank
Maine
$418K +$392K +1,098 New
WA
1718
WESPAC Advisors
California
$418K +$392K +1,098 New
AIA
1719
Allied Investment Advisors
Montana
$416K +$37.5K +105 +11%
SP
1720
Symmetry Partners
Connecticut
$415K -$433K -1,212 -53%
KM
1721
Kalos Management
Georgia
$412K +$50.8K +142 +15%
CCM
1722
Cohen Capital Management
California
$411K – – –
CIP
1723
Cornerstone Investment Partners
Georgia
$411K – – –
TC
1724
TAP Consulting
Missouri
$409K +$384K +1,074 New
SCM
1725
Sterneck Capital Management
Missouri
$407K – – –
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