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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1726
Integrity Financial
Wyoming
$331K -$57K -253 -14%
BF
1727
Blankinship & Foster
California
$330K +$2.71K +12 +0.8%
CIS
1728
Custom Index Systems
New York
$328K +$343K +1,521 New
BAM
1729
Blueshift Asset Management
New Jersey
$328K +$343K +1,520 New
PWM
1730
PBMares Wealth Management
Virginia
$328K -$46.2K -205 -12%
BWCS
1731
Beirne Wealth Consulting Services
Connecticut
$328K – – –
CWM
1732
Connecticut Wealth Management
Connecticut
$328K -$48.5K -215 -12%
CCFCSB
1733
Cape Cod Five Cents Savings Bank
Massachusetts
$326K – – –
PA
1734
PharVision Advisers
Florida
$326K +$340K +1,509 New
DA
1735
Dash Acquisitions
California
$325K +$11.3K +50 +3%
AA
1736
Argent Advisors
Louisiana
$324K +$50.3K +223 +17%
ATFA
1737
All Terrain Financial Advisors
Minnesota
$324K – – –
AAM
1738
Aureus Asset Management
Massachusetts
$324K – – –
PI
1739
Pettee Investors
Connecticut
$324K – – –
BCCM
1740
Bridge Creek Capital Management
Massachusetts
$323K – – –
SEM
1741
Strategic Equity Management
Arizona
$322K +$39.7K +176 +13%
SPC
1742
Spirepoint Private Client
Florida
$321K +$335K +1,487 New
CCM
1743
Chiron Capital Management
Florida
$321K -$44K -195 -12%
SA
1744
Strategic Advocates
Utah
$321K +$451 +2 +0.1%
ZF
1745
Zhang Financial
Michigan
$320K -$7.67K -34 -2%
SIC
1746
Samalin Investment Counsel
New York
$319K +$15.1K +67 +5%
ACG
1747
Allen Capital Group
Nebraska
$319K +$5.64K +25 +2%
FWP
1748
Forefront Wealth Partners
Texas
$319K -$9.7K -43 -3%
AA
1749
ACT Advisors
North Carolina
$319K +$5.41K +24 +2%
PAM
1750
Palisade Asset Management
Minnesota
$319K +$3.16K +14 +1%
68 69
70
71 72