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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
1801
Account Management
Massachusetts
$232K +$247K +1,200 New
ACM
1802
Advance Capital Management
Michigan
$231K +$25.9K +126 +12%
AC
1803
AlphaCore Capital
California
$231K +$246K +1,197 New
TFIPS
1804
Towarzystwo Funduszy Inwestycyjnych PZU SA
$230K – – –
BMM
1805
Berkshire Money Management
Massachusetts
$229K +$244K +1,188 New
BMMM
1806
Boston Mountain Money Management
Arkansas
$229K +$244K +1,186 New
PAA
1807
Peregrine Asset Advisers
Oregon
$228K -$2.97M -14,477 -92%
ACGA
1808
Atlanta Consulting Group Advisors
Georgia
$228K +$242K +1,180 New
RWP
1809
Revolve Wealth Partners
New Jersey
$228K +$3.08K +15 +1%
Q
1810
QVR
California
$228K +$242K +1,179 New
CA
1811
Continuum Advisory
Idaho
$227K +$11.1K +54 +5%
GF
1812
Gries Financial
Ohio
$227K +$44.6K +217 +23%
EW
1813
Element Wealth
Mississippi
$227K +$241K +1,174 New
D
1814
Diversified
Delaware
$226K -$6.17K -30 -2%
S
1815
Sachetta
Massachusetts
$226K – – –
SCM
1816
Saxony Capital Management
Missouri
$225K -$35.3K -172 -13%
AUB
1817
Atlantic Union Bankshares
Virginia
$224K +$18.5K +90 +8%
VFG
1818
Valley Financial Group
Pennsylvania
$224K – – –
CCG
1819
Catalina Capital Group
California
$224K +$238K +1,159 New
DIP
1820
Davis Investment Partners
North Carolina
$224K -$76.2K -371 -22%
DIP
1821
DT Investment Partners
Pennsylvania
$223K – – –
BFO
1822
Biltmore Family Office
North Carolina
$223K – – –
YIA
1823
YHB Investment Advisors
Connecticut
$223K -$38K -185 -14%
SAA
1824
Southeast Asset Advisors
Georgia
$222K – – –
CA
1825
Calton & Associates
Florida
$222K -$161K -785 -41%
71 72
73
74 75