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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1701
Strategic Advocates
Utah
$311K – – –
CPRC
1702
Consolidated Portfolio Review Corp
New York
$311K +$5.86K +31 +2%
FWI
1703
Facet Wealth Inc
Maryland
$310K +$264K +1,399 New
WP
1704
WealthPLAN Partners
Nebraska
$310K -$57K -302 -17%
W
1705
WealthCollab
Washington
$309K – – –
HTC
1706
Haverford Trust Company
Pennsylvania
$308K -$94.6K -501 -25%
AGP
1707
Autumn Glory Partners
Texas
$308K +$278K +1,470 New
PCM
1708
Presidio Capital Management
California
$307K – – –
MA
1709
MJP Associates
Connecticut
$307K +$277K +1,467 New
PAM
1710
Palisade Asset Management
Minnesota
$307K – – –
MWAM
1711
Manhattan West Asset Management
California
$307K +$5.29K +28 +2%
EFL
1712
ERn Financial LLC
Wisconsin
$307K +$2.08K +11 +0.8%
CNWM
1713
Clay Northam Wealth Management
California
$306K -$2.27K -12 -0.8%
CAG
1714
Csenge Advisory Group
Florida
$306K +$21.3K +113 +8%
POIA
1715
Pin Oak Investment Advisors
Texas
$306K -$60.3K -319 -15%
ST
1716
Spinnaker Trust
Maine
$306K – – –
SIM
1717
SSI Investment Management
California
$305K -$104K -551 -27%
AA
1718
ACT Advisors
North Carolina
$305K +$12.1K +64 +5%
PD
1719
Planning Directions
Pennsylvania
$305K – – –
ACG
1720
Allen Capital Group
Nebraska
$305K +$275K +1,455 New
OWA
1721
Opal Wealth Advisors
New York
$305K +$16.1K +85 +6%
TCG
1722
Transcendent Capital Group
Oklahoma
$304K +$274K +1,451 New
FFS
1723
Founders Financial Securities
Maryland
$304K -$5.29K -28 -2%
GPW
1724
Genesis Private Wealth
Virginia
$304K +$15.5K +82 +6%
PAM
1725
PCG Asset Management
New Jersey
$303K -$22.7K -120 -8%
67 68
69
70 71