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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2151
Legacy Bridge
Iowa
$11.6K – – –
PWMA
2152
Pension & Wealth Management Advisors
Massachusetts
$11.4K +$5.75K +28 +90%
OCM
2153
Orion Capital Management
California
$11.2K -$427K -2,080 -97%
BFS
2154
Bare Financial Services
Pennsylvania
$10.9K – – –
MSG
2155
Main Street Group
Virginia
$10.8K -$5.14K -25 -30%
IFAM
2156
Institutional & Family Asset Management
Colorado
$10.6K – – –
BCM
2157
Blume Capital Management
California
$9.65K – – –
TLA
2158
Tanglewood Legacy Advisors
Texas
$9.65K – – –
DCM
2159
Davidson Capital Management
Texas
$9.65K +$10.3K +50 New
TCM
2160
TD Capital Management
Tennessee
$9.65K +$10.3K +50 New
HIIFS
2161
Harel Insurance Investments & Financial Services
Israel
$9K -$148K -720 -94%
RTL
2162
Red Tortoise LLC
Georgia
$8.88K – – –
HF
2163
Halpern Financial
Virginia
$8.88K +$9.86K +48 New
CPA
2164
Clear Point Advisors
New York
$8.69K – – –
VWA
2165
Valued Wealth Advisors
Utah
$7.91K -$205 -1 -2%
PAI
2166
Pittenger & Anderson Inc
Nebraska
$7.72K – – –
PCMC
2167
Planning Capital Management Corporation
Pennsylvania
$7.53K – – –
FCG
2168
Financial Connections Group
California
$7K -$3.08K -15 -31%
AT
2169
Avalon Trust
New Mexico
$6.95K – – –
CCMI
2170
Creative Capital Management Investments
California
$6.95K – – –
CSWM
2171
Cassady Schiller Wealth Management
Ohio
$6.75K – – –
NC
2172
NewSquare Capital
Pennsylvania
$6.75K – – –
CPG
2173
Cornerstone Planning Group
New Jersey
$6.47K +$411 +2 +6%
AS
2174
AM Squared
Hong Kong
$6.18K +$6.58K +32 New
TCM
2175
TruNorth Capital Management
Michigan
$6.18K +$6.58K +32 New
85 86
87
88 89