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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1951
Private Capital Group
Connecticut
$199K -$16.7K -79 -7%
BWL
1952
Bogart Wealth LLC
Virginia
$198K +$634 +3 +0.3%
TCWM
1953
Total Clarity Wealth Management
Illinois
$197K – – –
BFC
1954
Bedel Financial Consulting
Indiana
$197K +$28.9K +137 +16%
SFM
1955
Signet Financial Management
New Jersey
$193K -$2.32K -11 -1%
KLWA
1956
Kelly Lawrence W & Associates
California
$192K – – –
LD
1957
Lipe & Dalton
New York
$191K – – –
AWA
1958
Amplius Wealth Advisors
Pennsylvania
$188K +$198K +936 New
TC
1959
Trust Company
Kansas
$182K – – –
PWMG
1960
Prestige Wealth Management Group
New Jersey
$181K -$10.6K -50 -5%
CAC
1961
Core Alternative Capital
Georgia
$180K +$189K +895 New
WT
1962
Washington Trust
Rhode Island
$176K -$1.1M -5,201 -86%
HS
1963
Horan Securities
United States
$176K +$184K +872 New
HFS
1964
Hantz Financial Services
Michigan
$174K -$77.3K -366 -30%
MRG
1965
Milestone Resources Group
British Virgin Islands
$173K – – –
JWM
1966
Janiczek Wealth Management
Colorado
$168K – – –
EBA
1967
Eagle Bay Advisors
New York
$164K -$104K -490 -38%
AP
1968
Arlington Partners
Alabama
$163K -$10.8K -51 -6%
CIA
1969
Cascade Investment Advisors
Oregon
$161K – – –
BCP
1970
Blue Chip Partners
Michigan
$161K -$39.7K -188 -19%
ED
1971
Exane Derivatives
France
$159K -$580K -2,744 -78%
CTB
1972
Country Trust Bank
Illinois
$159K -$20.3K -96 -11%
CBT
1973
Central Bank & Trust
Kentucky
$159K – – –
CFFP
1974
Center for Financial Planning
Michigan
$157K -$121K -573 -42%
CWA
1975
Clearview Wealth Advisors
Oregon
$154K -$42.3K -200 -21%
77 78
79
80 81