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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1826
Waterfront Wealth
Kansas
$290K +$1.58K +7 +0.5%
ICP
1827
Impact Capital Partners
Colorado
$290K -$3.61K -16 -1%
IA
1828
IFC Advisors
California
$290K – – –
KWMG
1829
King Wealth Management Group
Florida
$289K -$2.03K -9 -0.7%
LFA
1830
Laraway Financial Advisors
Minnesota
$289K – – –
BL
1831
Balentine LLC
Georgia
$289K -$3.61K -16 -1%
HFS
1832
Heritage Financial Services
Massachusetts
$289K +$16.7K +74 +6%
TF
1833
Tudor Financial
Ohio
$288K +$42.8K +190 +17%
SVWAG
1834
Sound View Wealth Advisors Group
Georgia
$288K +$75.5K +335 +33%
MWA
1835
Medallion Wealth Advisors
Connecticut
$288K -$34.5K -153 -10%
HCA
1836
Heck Capital Advisors
Wisconsin
$287K -$15.6K -69 -5%
OWA
1837
Opal Wealth Advisors
New York
$287K -$28.6K -127 -9%
CC
1838
Corsicana & Co
Texas
$285K +$298K +1,322 New
RWMG
1839
Redwood Wealth Management Group
New Jersey
$285K +$41.7K +185 +16%
LWP
1840
LeClair Wealth Partners
Ohio
$284K – – –
LSC
1841
Lesa Sroufe & Co
Washington
$283K – – –
SC
1842
Schulhoff & Co
Ohio
$283K -$2.25K -10 -0.8%
MA
1843
MKT Advisors
California
$283K -$546K -2,420 -65%
SFO
1844
Stokes Family Office
Louisiana
$283K +$47.6K +211 +19%
FTC
1845
Farmers Trust Company
Ohio
$282K +$22.3K +99 +8%
1CM
1846
1492 Capital Management
Wisconsin
$281K +$1.13K +5 +0.4%
FCB
1847
First County Bank
Connecticut
$281K – – –
BRM
1848
Boston Research & Management
Massachusetts
$280K – – –
SLWA
1849
San Luis Wealth Advisors
California
$279K +$291K +1,292 New
DC
1850
DeDora Capital
California
$278K – – –
72 73
74
75 76