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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2101
Surevest
California
$30K +$31.7K +150 New
CWAF
2102
Core Wealth Advisors (Florida)
Florida
$28K -$27.9K -132 -48%
SAM
2103
Strategic Asset Management
Minnesota
$28K +$14.8K +70 +103%
CWM
2104
CarsonAllaria Wealth Management
Illinois
$28K +$29.8K +141 New
RAM
2105
Riggs Asset Management
Pennsylvania
$27K – – –
BBPWM
2106
Blue Bell Private Wealth Management
Pennsylvania
$27K +$28.1K +133 New
DWMG
2107
DB Wealth Management Group
California
$26K – – –
ETC
2108
Exchange Traded Concepts
Oklahoma
$26K +$634 +3 +2%
RWA
2109
RGT Wealth Advisors
Texas
$26K +$27.7K +131 New
AWM
2110
Activest Wealth Management
Florida
$25K -$8.45K -40 -24%
APC
2111
Aspire Private Capital
North Carolina
$25K – – –
BIA
2112
Bell Investment Advisors
California
$25K +$8.24K +39 +47%
ACA
2113
Atlas Capital Advisors
Wyoming
$24.2K – – –
TF
2114
Tompkins Financial
New York
$24K -$146K -690 -86%
AA
2115
AlphaMark Advisors
Kentucky
$24K -$40.4K -191 -61%
PPWM
2116
PFG Private Wealth Management
Florida
$24K – – –
RDIA
2117
RE Dickinson Investment Advisors
Iowa
$23K +$24.5K +116 New
BAM
2118
Baldrige Asset Management
Pennsylvania
$22K – – –
BCPWM
2119
Bradley & Co Private Wealth Management
Florida
$22K – – –
RA
2120
Rational Advisors
New York
$22K +$13.5K +64 +136%
C
2121
Covestor
United Kingdom
$22K +$22.6K +107 New
IAG
2122
Investmark Advisory Group
Connecticut
$22K +$23.2K +110 New
RA
2123
Rise Advisors
New York
$21.1K +$22.2K +105 New
JMF
2124
Johnson Midwest Financial
Iowa
$21K – – –
JWBC
2125
John W. Brooker & Co
California
$20K – – –
83 84
85
86 87