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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
2051
Beverly Hills Private Wealth
California
– -$265K -1,458 Closed
OWMIAS
2052
One Wealth Management Investment & Advisory Services
Florida
– -$263K -1,446 Closed
BFA
2053
Buttonwood Financial Advisors
Maryland
– -$257K -1,413 Closed
SI
2054
Saxon Interests
Texas
– -$255K -1,401 Closed
PFG
2055
Pinnacle Financial Group
Illinois
– -$251K -1,377 Closed
TLP
2056
Trinity Legacy Partners
Texas
– -$249K -1,366 Closed
UAML
2057
US Asset Management LLC
Pennsylvania
– -$248K -1,360 Closed
TCM
2058
Towercrest Capital Management
Pennsylvania
– -$247K -1,357 Closed
MWM
2059
Mittelman Wealth Management
Massachusetts
– -$246K -1,353 Closed
CWP
2060
CFM Wealth Partners
Texas
– -$244K -1,342 Closed
HAS
2061
HBW Advisory Services
California
– -$242K -1,329 Closed
NB
2062
Northwest Bancshares
Pennsylvania
– -$242K -1,327 Closed
SCG
2063
Sonata Capital Group
Washington
– -$241K -1,324 Closed
MWM
2064
Modern Wealth Management
Kansas
– -$241K -1,322 Closed
AA
2065
Alesco Advisors
New York
– -$240K -1,319 Closed
DPIM
2066
Duff & Phelps Investment Management
Illinois
– -$239K -1,314 Closed
TCM
2067
Telos Capital Management
California
– -$239K -1,312 Closed
DC
2068
DeDora Capital
California
– -$238K -1,310 Closed
AF
2069
Affiance Financial
Minnesota
– -$238K -1,307 Closed
FPGK
2070
Financial Partners Group (Kansas)
Kansas
– -$237K -1,301 Closed
ATFA
2071
All Terrain Financial Advisors
Minnesota
– -$237K -1,300 Closed
BRM
2072
Boston Research & Management
Massachusetts
– -$236K -1,300 Closed
PCI
2073
Planning Center Inc
Illinois
– -$236K -1,295 Closed
BMWM
2074
Brown Miller Wealth Management
Virginia
– -$235K -1,292 Closed
AAS
2075
Annex Advisory Services
Wisconsin
– -$235K -1,289 Closed
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83
84 85