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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1726
QCM Cayman
Texas
$294K +$289K +1,390 New
BAM
1727
Bellevue Asset Management
Washington
$293K -$6.23K -30 -2%
ACM
1728
Aljian Capital Management
Nevada
$293K -$147K -710 -34%
TCWA
1729
Ten Capital Wealth Advisors
Washington
$292K +$199K +957 +225%
FPGK
1730
Financial Partners Group (Kansas)
Kansas
$292K -$5.19K -25 -2%
I
1731
INVST
Indiana
$291K +$2.08K +10 +0.7%
ST
1732
Spinnaker Trust
Maine
$291K – – –
PCI
1733
Planning Center Inc
Illinois
$290K +$12.5K +60 +5%
AFG
1734
AFS Financial Group
Maryland
$289K +$81.4K +392 +40%
QI
1735
Qtron Investments
Massachusetts
$289K +$24.5K +118 +9%
YIA
1736
YHB Investment Advisors
Connecticut
$288K -$11.6K -56 -4%
LSC
1737
Lesa Sroufe & Co
Washington
$288K – – –
IGGA
1738
Iron Gate Global Advisors
Utah
$288K -$15.8K -76 -5%
TIA
1739
Traphagen Investment Advisors
New Jersey
$288K +$283K +1,362 New
AWS
1740
AJ Wealth Strategies
New York
$287K +$9.35K +45 +3%
PWM
1741
Purus Wealth Management
California
$286K +$13.5K +65 +5%
RMCM
1742
Reynders McVeigh Capital Management
Massachusetts
$286K +$281K +1,355 New
BLAM
1743
Bourne Lent Asset Management
New York
$285K – – –
RWMG
1744
Redwood Wealth Management Group
New Jersey
$285K +$20.8K +100 +8%
AWC
1745
Adamsbrown Wealth Consultants
Kansas
$284K – – –
FWP
1746
Falcon Wealth Planning
California
$284K +$21.6K +104 +8%
CFP
1747
Catalyst Financial Partners
Massachusetts
$284K +$40.5K +195 +17%
CBFP
1748
Cedar Brook Financial Partners
Ohio
$283K +$279K +1,342 New
ZF
1749
Zhang Financial
Michigan
$283K +$10.2K +49 +4%
CWS
1750
Cypress Wealth Services
California
$283K – – –
68 69
70
71 72