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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1826
Addison Advisors
Vermont
$244K -$8.1K -39 -3%
CFP
1827
Catalyst Financial Partners
Massachusetts
$244K +$239K +1,148 New
LWP
1828
LMG Wealth Partners
Louisiana
$244K – – –
JFGIW
1829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$16.6K +80 +8%
FFS
1830
Founders Financial Securities
Maryland
$242K -$22.9K -110 -9%
E
1831
ETFidea
New York
$242K – – –
BFG
1832
Barber Financial Group
Kansas
$242K -$3.53K -17 -1%
AP
1833
Arlington Partners
Alabama
$240K +$79K +380 +51%
SMH
1834
Sanders Morris Harris
Texas
$239K -$488K -2,350 -68%
CA
1835
Claro Advisors
Massachusetts
$239K +$10.8K +52 +5%
RAG
1836
RIA Advisory Group
Iowa
$238K -$69K -332 -23%
CFFP
1837
Center for Financial Planning
Michigan
$238K -$20.8K -100 -8%
EFG
1838
Ethos Financial Group
Pennsylvania
$237K -$28.9K -139 -11%
RIS
1839
Retirement Income Solutions
Michigan
$237K +$232K +1,115 New
MA
1840
MJP Associates
Connecticut
$237K +$231K +1,114 New
CSA
1841
Cottage Street Advisors
Massachusetts
$236K +$231K +1,111 New
TCM
1842
Telos Capital Management
California
$235K -$12.3K -59 -5%
NHT
1843
New Hampshire Trust
New Hampshire
$235K -$47.2K -227 -17%
OPCM
1844
Osborne Partners Capital Management
California
$235K -$72.7K -350 -24%
CWM
1845
Collaborative Wealth Management
Florida
$234K -$1.25K -6 -0.5%
AWA
1846
Aaron Wealth Advisors
Illinois
$234K +$229K +1,101 New
NJBEST
1847
New Jersey Better Educational Savings Trust
New Jersey
$234K – – –
FZCM
1848
Flynn Zito Capital Management
New York
$233K – – –
LCS
1849
Levin Capital Strategies
New York
$232K – – –
FNBOSM
1850
First National Bank of South Miami
Florida
$232K -$58.8K -283 -21%
72 73
74
75 76