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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1701
Wedgewood Partners
Missouri
$331K -$83.3K -375 -22%
BRM
1702
Boston Research & Management
Massachusetts
$331K – – –
MCWS
1703
McKinley Carter Wealth Services
West Virginia
$331K +$22.2K +100 +8%
YWP
1704
YorkBridge Wealth Partners
New York
$330K +$23.6K +106 +9%
AWA
1705
Alaska Wealth Advisors
Alaska
$329K – – –
CAS
1706
Cascadia Advisory Services
Oregon
$329K +$287K +1,293 New
IWAG
1707
Integer Wealth Advisors Group
Georgia
$328K +$11.3K +51 +4%
DC
1708
DeDora Capital
California
$327K -$910K -4,095 -76%
PA
1709
Perennial Advisors
New York
$327K +$889 +4 +0.3%
NAMP
1710
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$327K +$66.7K +300 +31%
GWMIA
1711
Global Wealth Management Investment Advisory
Florida
$327K +$114K +511 +66%
QI
1712
Qtron Investments
Massachusetts
$326K -$108K -484 -27%
FMBTD
1713
First Midwest Bank Trust Division
Illinois
$326K -$16.4K -74 -5%
AL
1714
ADE LLC
Maryland
$325K – – –
MCC
1715
Money Concepts Capital
Florida
$325K +$2.67K +12 +1%
RPWA
1716
Regent Peak Wealth Advisors
Georgia
$325K +$18.2K +82 +7%
NA
1717
Nottingham Advisors
New York
$325K +$25.6K +115 +10%
PWP
1718
Personal Wealth Partners
Minnesota
$324K – – –
MPPLM
1719
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$324K +$484K +2,176 New
WA
1720
Wealth Alliance
New York
$323K +$23.3K +105 +9%
ICG
1721
InterOcean Capital Group
Tennessee
$321K – – –
AWMF
1722
Arbor Wealth Management (Florida)
Florida
$321K +$8.67K +39 +3%
AWG
1723
Altus Wealth Group
Colorado
$321K +$19.6K +88 +7%
RWI
1724
Red Wave Investments
Pennsylvania
$321K +$280K +1,260 New
OAM
1725
Occidental Asset Management
California
$320K +$1.11K +5 +0.4%
67 68
69
70 71