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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1726
First Western Trust Bank
Colorado
$230K -$65.6K -418 -24%
BRM
1727
Boston Research & Management
Massachusetts
$230K +$204K +1,300 New
PCI
1728
Planning Center Inc
Illinois
$229K +$203K +1,293 New
HCM
1729
Hollencrest Capital Management
California
$228K -$4.71K -30 -2%
LWP
1730
LeClair Wealth Partners
Ohio
$228K +$202K +1,286 New
DC
1731
DeDora Capital
California
$228K +$202K +1,286 New
MFG
1732
Monte Financial Group
Connecticut
$227K +$202K +1,284 New
WB
1733
Webster Bank
Connecticut
$227K -$72K -459 -26%
IWA
1734
IVC Wealth Advisors
Pennsylvania
$227K +$201K +1,282 New
WDC
1735
Woodward Diversified Capital
California
$227K -$69.4K -442 -26%
CWD
1736
Clarity Wealth Development
Oregon
$226K +$201K +1,283 New
DCM
1737
Donaldson Capital Management
Indiana
$226K -$8.32K -53 -4%
SAA
1738
Southeast Asset Advisors
Georgia
$226K +$200K +1,277 New
CFO
1739
CVA Family Office
Colorado
$226K +$113K +722 +130%
AAP
1740
Arax Advisory Partners
Colorado
$225K +$158K +1,006 +377%
CA
1741
Continuum Advisory
Idaho
$225K -$40K -255 -17%
ZF
1742
Zhang Financial
Michigan
$225K -$41.7K -266 -17%
UAML
1743
US Asset Management LLC
Pennsylvania
$225K +$200K +1,274 New
BCP
1744
Berkeley Capital Partners
Georgia
$225K +$199K +1,271 New
ZIC
1745
ZWJ Investment Counsel
Georgia
$225K +$199K +1,269 New
RS
1746
Retirement Solution
Washington
$224K -$319K -2,035 -62%
1IA
1747
1834 Investment Advisors
Wisconsin
$224K +$199K +1,265 New
IIA
1748
IPG Investment Advisors
California
$223K +$198K +1,260 New
TCM
1749
Telos Capital Management
California
$223K +$198K +1,259 New
AWMNH
1750
Arcadia Wealth Management (New Hampshire)
New Hampshire
$223K +$198K +1,259 New
68 69
70
71 72