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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1776
Regent Peak Wealth Advisors
Georgia
$204K +$207K +1,194 New
CPC
1777
Congress Park Capital
New York
$203K -$26K -150 -11%
HWA
1778
Heritage Wealth Advisors
Virginia
$203K – – –
IFPL
1779
Investments & Financial Planning LLC
Kentucky
$203K – – –
PWM
1780
Pines Wealth Management
North Carolina
$203K +$252K +1,457 New
LCM
1781
Leisure Capital Management
California
$202K +$8.65K +50 +4%
PGAM
1782
Princeton Global Asset Management
New Jersey
$202K -$24.6K -142 -11%
CAI
1783
Capital Advisors Inc
Oklahoma
$202K +$205K +1,184 New
RRA
1784
Round Rock Advisors
Connecticut
$202K -$143K -824 -41%
PCG
1785
Prosperity Consulting Group
Maryland
$201K -$169K -978 -45%
VFG
1786
Victory Financial Group
Texas
$201K +$207K +1,197 New
HCM
1787
Hengehold Capital Management
Ohio
$201K +$204K +1,178 New
API
1788
Asset Planning Inc
California
$201K – – –
RWP
1789
Revolve Wealth Partners
New Jersey
$200K +$6.58K +38 +3%
GM
1790
GeoWealth Management
Illinois
$198K -$30.3K -175 -13%
PWA
1791
Physician Wealth Advisors
Utah
$197K – – –
GBT
1792
Grove Bank & Trust
Florida
$196K +$83.6K +483 +73%
GK
1793
Graney & King
New York
$195K – – –
GWS
1794
Greykasell Wealth Strategies
California
$193K +$196K +1,134 New
QC
1795
Quent Capital
New York
$193K +$3.46K +20 +2%
RBC
1796
Roble Belko & Company
Pennsylvania
$192K +$104K +601 +115%
CT
1797
Caldwell Trust
Florida
$189K – – –
RMC
1798
Resources Management Corp
Connecticut
$188K -$21.6K -125 -10%
CFO
1799
CVA Family Office
Colorado
$179K -$39.3K -227 -18%
EDRH
1800
Edmond de Rothschild Holding
Switzerland
$171K – – –
70 71
72
73 74