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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1901
Bare Financial Services
Pennsylvania
$9.88K – – –
CPG
1902
Cornerstone Planning Group
New Jersey
$9.79K -$171 -1 -2%
LFA
1903
Legend Financial Advisors
Pennsylvania
$8.21K – – –
PP
1904
PrairieView Partners
Minnesota
$8K – – –
AF
1905
Arrow Financial
New York
$7.6K -$18.9K -110 -69%
CAM
1906
Chesapeake Asset Management
New York
$7.6K -$2.74K -16 -24%
TLA
1907
Tanglewood Legacy Advisors
Texas
$7.6K – – –
TCM
1908
TD Capital Management
Tennessee
$7.6K – – –
PWS
1909
Peterson Wealth Services
Utah
$7.6K +$8.57K +50 New
SIM
1910
Studio Investment Management
Illinois
$7.6K +$8.57K +50 New
HF
1911
Halpern Financial
Virginia
$7.34K – – –
HIIFS
1912
Harel Insurance Investments & Financial Services
Israel
$7K -$28.3K -165 -78%
CMP
1913
Coston McIsaac & Partners
Maine
$7K -$5.14K -30 -38%
CPA
1914
Clear Point Advisors
New York
$6.84K – – –
CTC
1915
Cetera Trust Company
Minnesota
$6.08K -$1.15M -6,708 -99%
FUBT
1916
First United Bank & Trust
Maryland
$6.08K -$17.1K -100 -71%
VWA
1917
Valued Wealth Advisors
Utah
$5.78K +$857 +5 +15%
AT
1918
Avalon Trust
New Mexico
$5.47K – – –
MFA
1919
McClarren Financial Advisors
Pennsylvania
$5K -$25.2K -147 -81%
PPC
1920
Park Place Capital
Alabama
$4.87K – – –
TPW
1921
Talon Private Wealth
Florida
$4.87K +$5.49K +32 New
IWP
1922
IAG Wealth Partners
Wisconsin
$4.26K -$8.57K -50 -64%
FRA
1923
Front Row Advisors
California
$4.11K -$53.3K -311 -92%
BG
1924
Bollard Group
Massachusetts
$4K – – –
SFA
1925
Semmax Financial Advisors
North Carolina
$3.63K – – –
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77
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