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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1951
JB Capital
Connecticut
$277K +$19.3K +94 +8%
UAS
1952
United Asset Strategies
New York
$276K – – –
EMAM
1953
Encompass More Asset Management
California
$275K +$4.94K +24 +2%
FWP
1954
Firethorn Wealth Partners
Georgia
$275K +$42.6K +207 +20%
KWM
1955
Kassira Wealth Management
Tennessee
$275K +$260K +1,265 New
STB
1956
S&T Bank
Pennsylvania
$274K -$617 -3 -0.2%
RWP
1957
Revolve Wealth Partners
New Jersey
$273K +$2.26K +11 +0.9%
BPFA
1958
Barnes Pettey Financial Advisors
Mississippi
$273K – – –
KIC
1959
Kensington Investment Counsel
California
$272K – – –
MPM
1960
Meritage Portfolio Management
Kansas
$272K – – –
HCM
1961
Hollencrest Capital Management
California
$272K -$19.9K -97 -7%
FCB
1962
First County Bank
Connecticut
$271K -$10.3K -50 -4%
TFS
1963
Targeted Financial Services
Florida
$271K +$257K +1,250 New
WT
1964
Washington Trust
Rhode Island
$271K -$150K -729 -37%
EFG
1965
Embree Financial Group
Illinois
$271K -$130K -634 -34%
OWA
1966
Octavia Wealth Advisors
Ohio
$271K -$119K -579 -32%
HCM
1967
Hengehold Capital Management
Ohio
$271K +$3.91K +19 +2%
RIA
1968
Rhodes Investment Advisors
Texas
$271K +$256K +1,247 New
CCM
1969
Check Capital Management
California
$270K – – –
GFA
1970
Gallagher Fiduciary Advisors
Illinois
$270K +$16.5K +80 +7%
PGAM
1971
Princeton Global Asset Management
New Jersey
$269K +$89.1K +433 +54%
UAML
1972
US Asset Management LLC
Pennsylvania
$269K -$3.5K -17 -1%
PCG
1973
PFC Capital Group
California
$269K -$79.6K -387 -24%
LFA
1974
Laraway Financial Advisors
Minnesota
$269K -$20.6K -100 -7%
RRA
1975
Round Rock Advisors
Connecticut
$268K +$2.88K +14 +1%
77 78
79
80 81