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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1726
Allen Capital Group
Nebraska
$287K -$6.97K -33 -2%
BLAM
1727
Bourne Lent Asset Management
New York
$287K – – –
HWA
1728
Heritage Wealth Advisors
Virginia
$287K – – –
CCB
1729
Cutter & Co Brokerage
Missouri
$287K +$83.9K +397 +39%
AIA
1730
Alera Investment Advisors
Illinois
$286K -$42.5K -201 -12%
CA
1731
Crewe Advisors
Utah
$286K +$2.32K +11 +0.8%
MPW
1732
Monterey Private Wealth
California
$285K -$42.3K -200 -12%
HCM
1733
Hollencrest Capital Management
California
$285K -$1.69K -8 -0.6%
NCMW
1734
Northern Capital Management (Washington)
Washington
$285K +$54.9K +260 +23%
T
1735
TCWP
Ohio
$285K +$299K +1,417 New
PP
1736
PDS Planning
Ohio
$283K -$63.6K -301 -18%
COCM
1737
Charter Oak Capital Management
New Hampshire
$283K -$5.28K -25 -2%
GIA
1738
GHP Investment Advisors
Colorado
$283K +$9.09K +43 +3%
PCMC
1739
Paragon Capital Management (Colorado)
Colorado
$282K -$4.86K -23 -2%
BFPW
1740
BOK Financial Private Wealth
Colorado
$282K +$17.7K +84 +6%
CCM
1741
Chilton Capital Management
Texas
$282K +$22.4K +106 +8%
GWMIA
1742
Global Wealth Management Investment Advisory
Florida
$281K -$4.65K -22 -2%
HCMG
1743
Howard Capital Management Group
California
$281K – – –
JF
1744
JSF Financial
California
$280K -$92.8K -439 -24%
MPW
1745
MA Private Wealth
California
$278K +$1.06K +5 +0.4%
AIA
1746
Angeles Investment Advisors
California
$278K +$8.66K +41 +3%
MW
1747
Milestone Wealth
New York
$277K +$291K +1,375 New
TA
1748
Trellis Advisors
Washington
$276K -$6.55K -31 -2%
PWA
1749
Physician Wealth Advisors
Utah
$275K – – –
I2I
1750
Insight 2811 Inc
Illinois
$275K +$20.1K +95 +7%
68 69
70
71 72