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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1726
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
DWM
1727
Darwin Wealth Management
Florida
$86.3K +$97.4K +568 New
LI
1728
LRI Investments
Florida
$86.1K -$23.5K -137 -18%
PCWA
1729
Pacific Capital Wealth Advisors
California
$85.1K – – –
FMP
1730
Financial Management Professionals
Texas
$85K -$15.3K -89 -14%
CFO
1731
CVA Family Office
Colorado
$84.2K -$54.5K -318 -36%
VWM
1732
Valley Wealth Managers
New Jersey
$83K +$27.1K +158 +41%
TCA
1733
Trifecta Capital Advisors
Illinois
$82.7K – – –
VCM
1734
Versant Capital Management
Arizona
$81.6K -$7.2K -42 -7%
GWSG
1735
GPS Wealth Strategies Group
Colorado
$80.4K -$104K -604 -53%
HI
1736
Hoey Investments
Pennsylvania
$79.9K – – –
LCM
1737
Logan Capital Management
Pennsylvania
$79.8K -$857 -5 -0.9%
SWM
1738
Sugarloaf Wealth Management
Georgia
$79.5K -$2.57K -15 -3%
RBC
1739
Roble Belko & Company
Pennsylvania
$79K – – –
PAG
1740
Paladin Advisory Group
Iowa
$78K – – –
CWP
1741
Concord Wealth Partners
Virginia
$76.6K +$22.1K +129 +34%
CFFP
1742
Center for Financial Planning
Michigan
$76.3K -$62.4K -364 -42%
BFPW
1743
BOK Financial Private Wealth
Colorado
$76K +$85.7K +500 New
DWA
1744
Dougherty Wealth Advisers
Minnesota
$75.9K – – –
MLA
1745
MB, Levis & Associates
Pennsylvania
$75.6K -$13K -76 -13%
FGA
1746
Fortis Group Advisors
New Jersey
$75.6K -$200K -1,166 -70%
AAG
1747
Armstrong Advisory Group
Massachusetts
$75.3K -$8.4K -49 -9%
NCM
1748
Northwest Capital Management
Oregon
$74.7K – – –
DMBA
1749
Deseret Mutual Benefit Administrators
Utah
$74.3K -$6.69K -39 -7%
GBT
1750
Grove Bank & Trust
Florida
$73.6K -$5.66K -33 -6%
68 69
70
71 72