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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1951
AlphaCore Capital
California
– -$210K -1,409 Closed
AIFAIM
1952
American Institute for Advanced Investment Management
Arizona
– -$204K -1,369 Closed
BFA
1953
Beacon Financial Advisory
Ohio
– -$202K -1,359 Closed
BSG
1954
Black Swift Group
Colorado
– -$149K -1,000 Closed
DAM
1955
Doheny Asset Management
California
– -$305K -937 Closed
APW
1956
Acima Private Wealth
Virginia
– -$118K -789 Closed
CCM
1957
Cox Capital Management
Massachusetts
– -$250K -767 Closed
NWA
1958
New World Advisors
Massachusetts
– -$228K -700 Closed
CS
1959
Capital Square
Tennessee
– -$85K -570 Closed
VCS
1960
Vaughan & Co Securities
New Jersey
– -$74.6K -500 Closed
OFG
1961
OmniStar Financial Group
North Carolina
– -$64K -428 Closed
CYG
1962
Clean Yield Group
Vermont
– -$63K -425 Closed
KFI
1963
Key Financial Inc
Pennsylvania
– -$47K -306 Closed
AIS
1964
Accurate Investment Solutions
Pennsylvania
– -$38K -258 Closed
FA
1965
Forefront Analytics
Pennsylvania
– -$32.1K -215 Closed
AW
1966
Alpha Windward
Massachusetts
– -$30K -198 Closed
MWM
1967
MBE Wealth Management
Wisconsin
– -$26K -176 Closed
PCA
1968
Providence Capital Advisors
North Carolina
– -$22K -150 Closed
FA
1969
Fortis Advisors
Pennsylvania
– -$15K -100 Closed
GSC
1970
G&S Capital
Colorado
– -$14K -100 Closed
IWMA
1971
Ironwood Wealth Management (Arizona)
Arizona
– -$15K -100 Closed
EWM
1972
Elmwood Wealth Management
California
– -$31.2K -95 Closed
MCM
1973
McMillion Capital Management
North Carolina
– -$13K -90 Closed
BWP
1974
Baldwin Wealth Partners
Massachusetts
– -$12K -82 Closed
RFWA
1975
RPg Family Wealth Advisory
Massachusetts
– -$11.6K -78 Closed
76 77 78
79
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