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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
1951
Alan B. Lancz & Associates
Ohio
– -$127K -800 Closed
BCP
1952
Blue Chip Partners
Michigan
– -$103K -750 Closed
AIP
1953
Ahrens Investment Partners
Louisiana
– -$100K -735 Closed
GWMIA
1954
Global Wealth Management Investment Advisory
Florida
– -$76K -557 Closed
CWM
1955
Curi Wealth Management
North Carolina
– -$70K -510 Closed
SWM
1956
Scissortail Wealth Management
Oklahoma
– -$102K -505 Closed
BFG
1957
Baron Financial Group
New Jersey
– -$64.3K -470 Closed
MS
1958
Marshall & Sullivan
Washington
– -$63K -463 Closed
SC
1959
Solstein Capital
California
– -$55K -401 Closed
CWP
1960
Concord Wealth Partners
Virginia
– -$51K -375 Closed
NC
1961
NewSquare Capital
Pennsylvania
– -$46K -335 Closed
AWM
1962
Activest Wealth Management
Florida
– -$34K -247 Closed
SWM
1963
Selective Wealth Management
Virginia
– -$21K -150 Closed
SFG
1964
Steward Financial Group
Texas
– -$12K -94 Closed
FCG
1965
Financial Connections Group
California
– -$10K -76 Closed
GKIM
1966
GW&K Investment Management
Massachusetts
– -$10K -75 Closed
BMD
1967
Better Money Decisions
New Mexico
– -$6K -44 Closed
CAM
1968
Close Asset Management
United Kingdom
– -$3K -25 Closed
ARIS
1969
Advanced Research Investment Solutions
California
– -$3K -23 Closed
KFAA
1970
Klaas Financial Asset Advisors
Illinois
– -$3K -22 Closed
FBT
1971
First Bank & Trust
South Dakota
– -$3K -20 Closed
SPWM
1972
Spartan Planning & Wealth Management
North Carolina
– +$307 +2 New
DWA
1973
Delos Wealth Advisors
Texas
– +$460 +3 New
FCAS
1974
First Command Advisory Services
Texas
– +$2.15K +14 New
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