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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Angeles Wealth Management
California
$282K +$3.12K +15 +1%
I
1702
INVST
Indiana
$282K -$1.05M -5,058 -79%
SCG
1703
Sonata Capital Group
Washington
$282K – – –
CA
1704
Calton & Associates
Florida
$282K -$232K -1,119 -46%
LF
1705
Lantz Financial
Illinois
$281K -$20.8K -100 -7%
SSWM
1706
Smith Salley Wealth Management
North Carolina
$281K – – –
MWP
1707
Meridian Wealth Partners
Pennsylvania
$281K +$4.36K +21 +2%
PCI
1708
Planning Center Inc
Illinois
$280K +$20.8K +100 +8%
AWS
1709
AJ Wealth Strategies
New York
$280K +$12.5K +60 +5%
REMPR
1710
Roof Eidam Maycock Peralta (REMP)
California
$279K -$52.2K -251 -16%
SW
1711
Simplicity Wealth
New Jersey
$279K -$2.08K -10 -0.8%
DC
1712
DeDora Capital
California
$279K – – –
WIC
1713
Woodmont Investment Counsel
Tennessee
$279K +$51.5K +248 +23%
SMA
1714
Sage Mountain Advisors
Georgia
$279K +$273K +1,312 New
HWM
1715
HFR Wealth Management
New York
$278K -$24.9K -120 -8%
AA
1716
Alesco Advisors
New York
$277K +$3.12K +15 +1%
SWP
1717
Semus Wealth Partners
Florida
$276K -$32.6K -157 -11%
DIP
1718
DT Investment Partners
Pennsylvania
$276K – – –
CB
1719
Community Bank
New York
$276K -$114K -549 -30%
ASA
1720
Armstrong Shaw Associates
Connecticut
$276K – – –
CC
1721
Constitution Capital
Connecticut
$276K – – –
BRM
1722
Boston Research & Management
Massachusetts
$276K -$8.1K -39 -3%
DDPIC
1723
Deroy & Devereaux Private Investment Counsel
Michigan
$276K – – –
BWM
1724
BlackDiamond Wealth Management
New York
$276K +$20.4K +98 +8%
SL
1725
Salomon & Ludwin
Virginia
$276K – – –
67 68
69
70 71