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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1926
Fortis Group Advisors
New Jersey
$88K – – –
RA
1927
RiverPark Advisors
New York
$88K +$12.4K +79 +19%
PB
1928
Pinnacle Bancorp
Nebraska
$87.4K +$32K +204 +70%
MSFP
1929
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
NCM
1930
Northwest Capital Management
Oregon
$86.9K – – –
CWM
1931
Consultiva Wealth Management
Puerto Rico
$86.7K +$76.9K +490 New
GCM
1932
GKV Capital Management
California
$86.7K +$76.9K +490 New
HWM
1933
Hemington Wealth Management
Virginia
$85K +$2.83K +18 +4%
PAM
1934
Paradigm Asset Management
New York
$85K – – –
JFA
1935
JNBA Financial Advisors
Minnesota
$85K +$7.38K +47 +11%
CWC
1936
Carolinas Wealth Consulting
North Carolina
$84.3K +$157 +1 +0.2%
DMBA
1937
Deseret Mutual Benefit Administrators
Utah
$84.1K -$2.2K -14 -3%
PCFFS
1938
Pacific Center for Financial Services
California
$83.9K – – –
FP
1939
Financial Perspectives
Minnesota
$82.1K – – –
PP
1940
PFS Partners
New Jersey
$81.2K – – –
BBPWM
1941
Blue Bell Private Wealth Management
Pennsylvania
$80.9K +$35.2K +224 +96%
TFM
1942
TFC Financial Management
Massachusetts
$80.5K -$35.3K -225 -33%
GA
1943
GoalVest Advisory
New York
$79.7K +$2.51K +16 +4%
PS
1944
Pinney & Scofield
Massachusetts
$79.5K +$70.5K +449 New
KB
1945
Kimelman & Baird
New York
$77.9K – – –
CWP
1946
Concord Wealth Partners
Virginia
$77K -$10.8K -69 -14%
CAS
1947
Coppell Advisory Solutions
Texas
$76.3K +$2.04K +13 +3%
SC
1948
Sawyer & Company
Massachusetts
$76K – – –
KBFS
1949
Kohmann Bosshard Financial Services
Ohio
$75.4K +$66.9K +426 New
HFS
1950
HBC Financial Services
Washington
$75K -$1.57K -10 -2%
76 77
78
79 80