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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1926
JDM Financial Group
Texas
$59.7K – – –
BIM
1927
Breakwater Investment Management
Washington
$59.5K – – –
GIM
1928
Gold Investment Management
Alberta, Canada
$59K +$37.4K +216 +166%
BCWM
1929
Ball & Co Wealth Management
Tennessee
$59K -$2.25K -13 -4%
BMC
1930
Bear Mountain Capital
Washington
$58.6K +$1.21K +7 +2%
DFA
1931
DHJJ Financial Advisors
Illinois
$57.8K -$3.29K -19 -5%
MMCM
1932
Murphy & Mullick Capital Management
New York
$55.8K +$19.7K +114 +54%
ACA
1933
American Capital Advisory
Idaho
$55.4K – – –
GJIA
1934
Glass Jacobson Investment Advisors
Maryland
$55K – – –
RF
1935
Robinswood Financial
Washington
$55K +$16.8K +97 +43%
CAWM
1936
Capital A Wealth Management
Pennsylvania
$54.7K -$3.81K -22 -6%
CWM
1937
CarsonAllaria Wealth Management
Illinois
$54K -$99.7K -576 -65%
UBP
1938
Union Bancaire Privee
Switzerland
$53.7K -$69.6K -402 -56%
RF
1939
Rossby Financial
Florida
$53.4K +$51.9K +300 New
AWM
1940
Atticus Wealth Management
Florida
$53.4K -$17.3K -100 -24%
CBT
1941
Crews Bank & Trust
Florida
$53.2K – – –
WCM
1942
WealthTrak Capital Management
Virginia
$52.2K +$35.5K +205 +203%
WAM
1943
WFA Asset Management
Wisconsin
$51.3K -$595K -3,439 -93%
OW
1944
Olistico Wealth
Oklahoma
$51.2K – – –
NWM
1945
Nova Wealth Management
Florida
$51.2K +$2.08K +12 +4%
IHWM
1946
Iron Horse Wealth Management
Iowa
$50.7K +$13K +75 +34%
CRFG
1947
Columbia River Financial Group
Washington
$50K +$51.4K +297 New
FC
1948
Fairscale Capital
New Hampshire
$49.8K – – –
MLA
1949
MB, Levis & Associates
Pennsylvania
$49.5K – – –
WWM
1950
Wolff Wiese Magana
California
$48.1K -$14.4K -83 -23%
76 77
78
79 80