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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Chemistry Wealth Management
New York
$282K +$7.69K +37 +3%
ASI
1752
Advisory Services & Investments
Oregon
$281K -$3.53K -17 -1%
AF
1753
Affiance Financial
Minnesota
$281K – – –
LIA
1754
LBMC Investment Advisors
Tennessee
$281K -$57.1K -275 -17%
AWA
1755
Acorn Wealth Advisors
Michigan
$281K -$208 -1 -0.1%
AWM
1756
Angeles Wealth Management
California
$281K +$208 +1 +0.1%
SCG
1757
Sonata Capital Group
Washington
$280K – – –
CA
1758
Clearstead Advisors
Ohio
$280K -$211K -1,014 -43%
GKWIM
1759
Gerber Kawasaki Wealth & Investment Management
California
$279K +$26.6K +128 +11%
WOSD
1760
WFA of San Diego
California
$279K -$166K -800 -38%
SC
1761
Schulhoff & Co
Ohio
$279K -$31.2K -150 -10%
SIM
1762
SSI Investment Management
California
$279K -$59K -284 -18%
GWP
1763
Gateway Wealth Partners
Wisconsin
$278K -$6.65K -32 -2%
CVM
1764
Cheviot Value Management
California
$278K -$6.23K -30 -2%
MWP
1765
Meridian Wealth Partners
Pennsylvania
$277K -$1.66K -8 -0.6%
DC
1766
DeDora Capital
California
$277K -$1.04K -5 -0.4%
SAM
1767
Synergy Asset Management
Washington
$276K +$3.12K +15 +1%
AA
1768
Alesco Advisors
New York
$276K – – –
PFG
1769
Pinnacle Financial Group
Illinois
$275K -$69.2K -333 -20%
ASA
1770
Armstrong Shaw Associates
Connecticut
$275K – – –
CC
1771
Constitution Capital
Connecticut
$275K – – –
SWP
1772
Semus Wealth Partners
Florida
$274K -$415 -2 -0.2%
SL
1773
Salomon & Ludwin
Virginia
$274K – – –
BRM
1774
Boston Research & Management
Massachusetts
$274K – – –
OWA
1775
Opal Wealth Advisors
New York
$274K +$269K +1,297 New
69 70
71
72 73