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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1801
Cascade Financial Partners
California
$356K +$24K +108 +7%
PE
1802
PCM Encore
Colorado
$356K -$59.4K -267 -14%
RS
1803
Retirement Solution
Washington
$355K +$81.2K +365 +29%
PGAM
1804
Princeton Global Asset Management
New Jersey
$355K +$34.9K +157 +11%
CWM
1805
Consultiva Wealth Management
Puerto Rico
$354K – – –
JCM
1806
Jag Capital Management
Missouri
$353K – – –
TFS
1807
Targeted Financial Services
Florida
$353K +$84.8K +381 +30%
HA
1808
Helium Advisors
Washington
$353K -$445 -2 -0.1%
OMIC
1809
Old Mission Investment Co
Michigan
$352K +$362K +1,628 New
AA
1810
Auxano Advisors
Washington
$352K -$72.8K -327 -17%
PMG
1811
ProVise Management Group
Florida
$352K +$42K +189 +13%
RPWA
1812
Regent Peak Wealth Advisors
Georgia
$352K +$95.9K +431 +36%
MMCM
1813
Murphy & Mullick Capital Management
New York
$351K +$148K +665 +70%
KWM
1814
Keebeck Wealth Management
Illinois
$351K +$8.45K +38 +2%
SFG
1815
Sovereign Financial Group
Connecticut
$351K +$18.7K +84 +5%
EWA
1816
Encompass Wealth Advisors
Oregon
$350K – – –
WP
1817
WealthPLAN Partners
Nebraska
$350K -$12K -54 -3%
RFA
1818
RTD Financial Advisors
Pennsylvania
$349K +$37.6K +169 +12%
CWIG
1819
Chung Wu Investment Group
Texas
$349K +$336K +1,510 +1,510%
MWP
1820
Meridian Wealth Partners
Pennsylvania
$347K -$41.4K -186 -10%
BFA
1821
Beaumont Financial Advisors
Massachusetts
$347K +$42.7K +192 +14%
PCG
1822
PFC Capital Group
California
$346K +$55.6K +250 +19%
NRC
1823
New Republic Capital
North Carolina
$345K +$94.3K +424 +36%
BCMLT
1824
Beacon Capital Management LLC (Tennessee)
Tennessee
$345K -$41.2K -185 -10%
AGAM
1825
Audent Global Asset Management
California
$345K +$445 +2 +0.1%
71 72
73
74 75