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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1951
CKW Financial Group
Hawaii
$47K – – –
TAM
1952
Tucker Asset Management
Colorado
$45.7K +$7.66K +43 +21%
EWP
1953
Elevation Wealth Partners
California
$44.2K – – –
C
1954
Covestor
United Kingdom
$44K +$356 +2 +0.8%
BFS
1955
Burkett Financial Services
South Carolina
$43.8K – – –
CH
1956
Canton Hathaway
Rhode Island
$42K – – –
MIM
1957
Macroview Investment Management
Maryland
$41.1K +$6.95K +39 +21%
NECFA
1958
New England Capital Financial Advisors
Connecticut
$41K – – –
LWA
1959
Lowe Wealth Advisors
Maryland
$40.6K +$178 +1 +0.5%
FFA
1960
Frazier Financial Advisors
Ohio
$40.2K -$18K -101 -31%
ETC
1961
Exchange Traded Concepts
Oklahoma
$39.7K -$20.1K -113 -34%
HIIFS
1962
Harel Insurance Investments & Financial Services
Israel
$39K +$29.4K +165 +351%
1IA
1963
1620 Investment Advisors
Massachusetts
$38.8K +$38K +213 New
AP
1964
Aspect Partners
Virginia
$38.2K – – –
IRC
1965
Investors Research Corp
Georgia
$38.2K – – –
AFS
1966
Annapolis Financial Services
Maryland
$37.5K – – –
WPA
1967
West Paces Advisors
Georgia
$37.3K -$1.6K -9 -4%
B
1968
Birchbrook
Maine
$36.9K +$535 +3 +2%
LFASL
1969
Lugano Financial Advisors SA (LFA)
Switzerland
$36.4K +$35.6K +200 New
KFP
1970
Keener Financial Planning
Texas
$36K – – –
BIA
1971
Bell Investment Advisors
California
$34.2K -$3.56K -20 -10%
ZRP
1972
Zynergy Retirement Planning
New Jersey
$34.2K +$33.5K +188 New
DWS
1973
Dynamic Wealth Strategies
California
$34K – – –
RWM
1974
Ruedi Wealth Management
Illinois
$33.9K +$2.14K +12 +7%
HGA
1975
Hobbs Group Advisors
South Carolina
$33.7K +$33K +185 New
77 78
79
80 81