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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1801
Helium Advisors
Washington
$325K +$61.9K +272 +20%
BFA
1802
Bill Few Associates
Pennsylvania
$324K +$455 +2 +0.1%
TCM
1803
Tufton Capital Management
Maryland
$323K +$102K +448 +38%
DAC
1804
Dutch Asset Corp
New York
$323K – – –
TIM
1805
Total Investment Management
Arizona
$322K – – –
EWA
1806
Encompass Wealth Advisors
Oregon
$322K -$455K -2,000 -55%
CSPIA
1807
Cary Street Partners Investment Advisory
Virginia
$319K +$21.2K +93 +6%
IAAG
1808
Innovative Asset Advisors Group
Connecticut
$318K +$364K +1,598 New
QFPS
1809
Quantum Financial Planning Services
Washington
$317K – – –
AGAM
1810
Audent Global Asset Management
California
$316K -$21.9K -96 -6%
LA
1811
LVW Advisors
New York
$316K +$113K +495 +45%
VCM
1812
Vines Capital Management
Louisiana
$316K -$13.9K -61 -4%
CVM
1813
Cheviot Value Management
California
$316K +$45.5K +200 +14%
CFD
1814
Creative Financial Designs
Indiana
$315K +$97.2K +427 +37%
GA
1815
GSG Advisors
New Jersey
$315K +$5.01K +22 +1%
KWM
1816
Keebeck Wealth Management
Illinois
$315K +$360K +1,583 New
AFT
1817
Alpha Family Trust
California
$314K – – –
CFG
1818
Compton Financial Group
Maryland
$313K +$3.42K +15 +1%
CWMG
1819
Compass Wealth Management (Georgia)
Georgia
$313K – – –
EMFAT
1820
Emerald Mutual Fund Advisers Trust
Pennsylvania
$313K +$358K +1,573 New
W
1821
WealthCollab
Washington
$313K – – –
PAM
1822
Pacific Asset Management
Washington
$313K -$20.9K -92 -6%
SP
1823
SmartHarvest Portfolios
Washington
$313K -$82.4K -362 -19%
RFW
1824
Redwood Family Wealth
Texas
$312K -$455 -2 -0.1%
PWM
1825
Palacios Wealth Management
Florida
$312K -$102K -449 -25%
71 72
73
74 75