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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2051
Ridgewood Investments
New Jersey
$261K – – –
GFA
2052
Gallagher Fiduciary Advisors
Illinois
$261K -$13.6K -61 -5%
EFG
2053
Embree Financial Group
Illinois
$261K -$103K -464 -28%
CT
2054
Colonial Trust
South Carolina
$261K +$23.1K +104 +9%
RI
2055
Rinkey Investments
California
$261K +$8.9K +40 +3%
ONST
2056
Old North State Trust
North Carolina
$260K – – –
JE
2057
Jacobs Equity
Utah
$260K +$267K +1,200 New
SF
2058
Symphony Financial
Texas
$260K +$28K +126 +12%
QFPS
2059
Quantum Financial Planning Services
Washington
$259K -$88.1K -396 -25%
CWA
2060
Crusonia Wealth Advisors
Colorado
$259K +$266K +1,195 New
HWA
2061
Heritage Wealth Advisors
Virginia
$258K -$18.5K -83 -7%
ACGA
2062
Atlanta Consulting Group Advisors
Georgia
$258K +$2K +9 +0.8%
FWP
2063
Flatrock Wealth Partners
California
$258K +$265K +1,191 New
GFG
2064
Greystone Financial Group
Michigan
$256K -$435K -1,954 -62%
PPWM
2065
Paragon Private Wealth Management
Kentucky
$256K +$20.7K +93 +9%
IIM
2066
IFC & Insurance Marketing
California
$256K -$57.4K -258 -18%
MWM
2067
MOKAN Wealth Management
Kansas
$256K – – –
MWM
2068
Meadowbrook Wealth Management
New York
$256K -$495K -2,225 -66%
1CM
2069
1492 Capital Management
Wisconsin
$255K -$24.7K -111 -9%
SVCP
2070
Silicon Valley Capital Partners
California
$255K -$111K -500 -30%
PR
2071
Payden & Rygel
California
$255K +$263K +1,180 New
PCMNC
2072
Piedmont Capital Management (North Carolina)
North Carolina
$255K -$28.7K -129 -10%
PWMG
2073
Private Wealth Management Group
New Jersey
$255K +$93.9K +422 +56%
NB
2074
NBH Bank
Colorado
$255K +$262K +1,176 New
CWA
2075
Cura Wealth Advisors
Illinois
$254K +$29.1K +131 +13%
81 82
83
84 85