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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
1876
Wealth Science Advisors
Georgia
$318K +$319K +1,434 +4,218%
IRP
1877
Investment Research Partners
Pennsylvania
$317K +$326K +1,464 New
CNWM
1878
Clay Northam Wealth Management
California
$316K – – –
MSFS
1879
Main Street Financial Solutions
Pennsylvania
$316K +$43.8K +197 +16%
SIAP
1880
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K – – –
CFG
1881
Capital Financial Group
Colorado
$316K +$3.34K +15 +1%
MWAM
1882
Manhattan West Asset Management
California
$316K – – –
SIM
1883
SSI Investment Management
California
$316K – – –
RDWM
1884
Red Door Wealth Management
Tennessee
$315K -$206K -927 -39%
RWP
1885
Revolve Wealth Partners
New Jersey
$315K +$31.6K +142 +11%
4WM
1886
44 Wealth Management
Oregon
$315K -$6.01K -27 -2%
GLLW
1887
Graves Light Lenhart Wealth
Virginia
$314K +$12.9K +58 +4%
AIP
1888
Avail Investment Partners
Pennsylvania
$314K +$322K +1,449 New
HFS
1889
Howard Financial Services
Texas
$313K +$42K +189 +15%
PAI
1890
Pittenger & Anderson Inc
Nebraska
$313K +$48.1K +216 +18%
KFA
1891
Kapstone Financial Advisors
Ohio
$313K – – –
SWIM
1892
Smallwood Wealth Investment Management
New Jersey
$313K +$23.4K +105 +8%
RFM
1893
Royal Fund Management
Florida
$313K -$2.74M -12,300 -89%
CCM
1894
Check Capital Management
California
$313K – – –
FB
1895
Fulton Bank
Pennsylvania
$313K +$23.8K +107 +8%
BFC
1896
Bedel Financial Consulting
Indiana
$313K -$11.1K -50 -3%
ACA
1897
Affinity Capital Advisors
California
$312K -$13.8K -62 -4%
EC
1898
EdgeRock Capital
Colorado
$312K +$59.6K +268 +23%
LWM
1899
Lionshead Wealth Management
New York
$312K +$321K +1,443 New
SPAS
1900
Spectrum Planning & Advisory Services
California
$312K -$78.3K -352 -20%
74 75
76
77 78