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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFF
1701
Byrne Financial Freedom
Massachusetts
$367K – – –
MFPI
1702
Midwest Financial Partners Investments
Minnesota
$366K – – –
TWM
1703
TriaGen Wealth Management
California
$365K -$142K -622 -25%
AIA
1704
Allied Investment Advisors
Montana
$365K – – –
JWM
1705
JGP Wealth Management
Oregon
$365K +$1.59K +7 +0.4%
MHR
1706
Matthew Hamilton Rosenberg
$365K +$23.2K +102 +6%
RHP
1707
Royal Harbor Partners
Texas
$364K – – –
SQA
1708
Simon Quick Advisors
New Jersey
$364K -$73.3K -322 -15%
SPI
1709
Strategic Planning Inc
Ohio
$363K +$415K +1,824 New
KFS
1710
Keynote Financial Services
Connecticut
$363K +$5.69K +25 +1%
EWA
1711
Etesian Wealth Advisors
Oregon
$362K -$4.78K -21 -1%
SAA
1712
Southeast Asset Advisors
Georgia
$362K -$223K -980 -35%
CAC
1713
Core Alternative Capital
Georgia
$361K +$60.1K +264 +17%
M1FG
1714
Mach-1 Financial Group
Arkansas
$361K -$157K -690 -28%
MCM
1715
Manchester Capital Management
Vermont
$360K -$13K -57 -3%
VWM
1716
Vermillion Wealth Management
Minnesota
$359K +$15.3K +67 +4%
AWM
1717
Act Wealth Management
Texas
$359K +$56.9K +250 +16%
CIG
1718
Cullen Investment Group
Louisiana
$358K -$34.2K -150 -8%
XWL
1719
XXI Wealth LLC
Illinois
$358K +$34.6K +152 +9%
SPAS
1720
Spectrum Planning & Advisory Services
California
$357K +$16.4K +72 +4%
MWP
1721
Meridian Wealth Partners
Pennsylvania
$356K +$28.2K +124 +7%
SCI
1722
S&CO Inc
Massachusetts
$356K – – –
BEW
1723
Burton Enright Welch
California
$356K -$14.6K -64 -3%
CP
1724
Canopy Partners
Ohio
$355K +$95.2K +418 +31%
JC
1725
JM2 Capital
Oklahoma
$355K +$16.4K +72 +4%
67 68
69
70 71