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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
2051
Quantum Financial Planning Services
Washington
$259K -$88.1K -396 -25%
CWA
2052
Crusonia Wealth Advisors
Colorado
$259K +$266K +1,195 New
HWA
2053
Heritage Wealth Advisors
Virginia
$258K -$18.5K -83 -7%
ACGA
2054
Atlanta Consulting Group Advisors
Georgia
$258K +$2K +9 +0.8%
FWP
2055
Flatrock Wealth Partners
California
$258K +$265K +1,191 New
GFG
2056
Greystone Financial Group
Michigan
$256K -$435K -1,954 -62%
PPWM
2057
Paragon Private Wealth Management
Kentucky
$256K +$20.7K +93 +9%
IIM
2058
IFC & Insurance Marketing
California
$256K -$57.4K -258 -18%
MWM
2059
MOKAN Wealth Management
Kansas
$256K – – –
MWM
2060
Meadowbrook Wealth Management
New York
$256K -$495K -2,225 -66%
1CM
2061
1492 Capital Management
Wisconsin
$255K -$24.7K -111 -9%
PR
2062
Payden & Rygel
California
$255K +$263K +1,180 New
PCMNC
2063
Piedmont Capital Management (North Carolina)
North Carolina
$255K -$28.7K -129 -10%
PWMG
2064
Private Wealth Management Group
New Jersey
$255K +$93.9K +422 +56%
NB
2065
NBH Bank
Colorado
$255K +$262K +1,176 New
CWA
2066
Cura Wealth Advisors
Illinois
$254K +$29.1K +131 +13%
FWA
2067
Flagship Wealth Advisors
Massachusetts
$254K +$111K +500 +74%
CIG
2068
Cascade Investment Group
Colorado
$254K +$27.1K +122 +12%
SFO
2069
Stokes Family Office
Louisiana
$254K -$23.6K -106 -8%
SIA
2070
Strategic Investment Advisors
Michigan
$253K -$30.5K -137 -10%
RRA
2071
Round Rock Advisors
Connecticut
$253K -$12.7K -57 -5%
AGP
2072
Aspire Growth Partners
Florida
$253K – – –
SW
2073
SkyOak Wealth
Michigan
$252K -$11.1K -50 -4%
SC
2074
Shearwater Capital
Colorado
$251K -$111K -501 -30%
BP
2075
BNP Paribas
France
$250K -$980K -4,407 -79%
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83
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