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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1901
SRH Advisors
Kansas
$72.8K – – –
WAS
1902
Winch Advisory Services
Wisconsin
$72.1K – – –
CAM
1903
Creekmur Asset Management
Illinois
$71.2K +$713 +4 +1%
VWM
1904
Valley Wealth Managers
New Jersey
$70.6K – – –
SL
1905
Salomon & Ludwin
Virginia
$69.5K -$159K -891 -70%
SC
1906
Swan Capital
Florida
$68.6K +$67.2K +377 New
CWP
1907
Concord Wealth Partners
Virginia
$68.3K – – –
JFG
1908
JDM Financial Group
Texas
$67.3K – – –
EBA
1909
Eagle Bay Advisors
New York
$66.4K -$30.1K -169 -32%
KFS
1910
Kelly Financial Services
Massachusetts
$66.3K -$2.67K -15 -4%
JWM
1911
Janiczek Wealth Management
Colorado
$66.3K -$18.4K -103 -22%
WWM
1912
Wolff Wiese Magana
California
$65.5K +$44.6K +250 +227%
LWANC
1913
Laurel Wealth Advisors (North Carolina)
North Carolina
$64.6K +$4.46K +25 +8%
BIM
1914
Breakwater Investment Management
Washington
$63.5K – – –
GC
1915
Gould Capital
Washington
$62.4K +$7.13K +40 +13%
DAM
1916
Delta Asset Management
Tennessee
$62.2K – – –
FRA
1917
Front Row Advisors
California
$61.5K +$4.81K +27 +9%
AAP
1918
Arax Advisory Partners
Colorado
$59.4K +$19.8K +111 +52%
MMG
1919
Monetary Management Group
Missouri
$59.2K – – –
FPFS
1920
First Personal Financial Services
North Carolina
$59K – – –
OA
1921
Operose Advisors
Wisconsin
$59K -$351K -1,968 -86%
CWM
1922
CarsonAllaria Wealth Management
Illinois
$58.9K -$4.46K -25 -7%
FC
1923
Fairscale Capital
New Hampshire
$58.8K +$56.3K +316 New
OLVIG
1924
Oliver Lagore Vanvalin Investment Group
Michigan
$58.8K – – –
PB
1925
Pinnacle Bancorp
Nebraska
$58.6K -$80.2K -450 -58%
75 76
77
78 79