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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1751
Intrua Financial
Texas
$292K -$352K -1,864 -57%
BIG
1752
Builder Investment Group
Georgia
$292K +$6.99K +37 +3%
AWC
1753
Abundance Wealth Counselors
Pennsylvania
$291K – – –
TIA
1754
Traphagen Investment Advisors
New Jersey
$290K +$3.21K +17 +1%
AA
1755
Ancora Advisors
Ohio
$290K +$6.8K +36 +3%
CSIA
1756
Conrad Siegel Investment Advisors
Pennsylvania
$289K +$261K +1,381 New
CIG
1757
Cairn Investment Group
Washington
$289K +$261K +1,380 New
SVCP
1758
Silicon Valley Capital Partners
California
$289K +$75.6K +400 +41%
MCM
1759
Morton Capital Management
California
$288K -$47.2K -250 -15%
SWA
1760
SOA Wealth Advisors
New York
$288K -$71.2K -377 -22%
KCFA
1761
Key Client Fiduciary Advisors
New Jersey
$288K -$21.7K -115 -8%
PFG
1762
Pinnacle Financial Group
Illinois
$288K +$259K +1,373 New
PCH
1763
PGIM Custom Harvest
New Jersey
$287K +$1.32K +7 +0.5%
AWA
1764
Acorn Wealth Advisors
Michigan
$287K +$1.7K +9 +0.7%
KIA
1765
Knollwood Investment Advisory
Maryland
$286K – – –
OF
1766
Optimize Financial
California
$285K -$1.51K -8 -0.6%
ICP
1767
Impact Capital Partners
Colorado
$285K +$21.3K +113 +9%
IP
1768
Isthmus Partners
Wisconsin
$284K +$256K +1,356 New
BL
1769
Balentine LLC
Georgia
$283K +$3.02K +16 +1%
SFGP
1770
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$283K +$3.4K +18 +1%
TGAM
1771
TBH Global Asset Management
Tennessee
$283K +$255K +1,350 New
DAM
1772
Deltec Asset Management
New York
$283K – – –
KWMG
1773
King Wealth Management Group
Florida
$282K – – –
RPGK
1774
Retirement Planning Group (Kansas)
Kansas
$282K +$254K +1,345 New
IA
1775
IFC Advisors
California
$281K +$4.72K +25 +2%
69 70
71
72 73