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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
2151
Perpetual Ltd
Australia
$215K – – –
FNWM
2152
Financial Network Wealth Management
Utah
$215K +$204K +994 New
CFO
2153
CVA Family Office
Colorado
$215K – – –
FPH
2154
Financial Planning Hawaii
Hawaii
$215K +$203K +989 New
CWS
2155
Confluence Wealth Services
Pennsylvania
$214K -$7.2K -35 -3%
API
2156
Asset Planning Inc
California
$214K -$28.8K -140 -12%
AWA
2157
Adapt Wealth Advisors
Georgia
$214K +$203K +985 New
VPW
2158
Vericrest Private Wealth
Pennsylvania
$213K +$202K +982 New
HCM
2159
Howland Capital Management
Massachusetts
$213K +$202K +981 New
TWM
2160
Thrive Wealth Management
Pennsylvania
$213K +$202K +980 New
QWM
2161
Quaker Wealth Management
New Jersey
$212K +$5.55K +27 +3%
QL
2162
Quarry LP
New York
$212K -$47.5K -231 -19%
EWM
2163
Evermay Wealth Management
Virginia
$212K +$823 +4 +0.4%
FIB
2164
First Interstate Bank
Montana
$212K – – –
GA
2165
Goldstein Advisors
Wisconsin
$211K +$200K +973 New
TCTWM
2166
Three Cord True Wealth Management
Pennsylvania
$211K – – –
M
2167
MOTCO
Texas
$211K +$10.3K +50 +5%
BWS
2168
Broadway Wealth Solutions
Texas
$210K -$2.47K -12 -1%
CFAM
2169
Center For Asset Management
Florida
$210K – – –
MGI
2170
Miller Global Investments
Texas
$210K +$199K +967 New
LWM
2171
LeConte Wealth Management
Tennessee
$209K +$198K +963 New
PWMG
2172
Prestige Wealth Management Group
New Jersey
$209K +$3.5K +17 +2%
CCM
2173
Canal Capital Management
Virginia
$209K +$198K +961 New
FPCP
2174
Fort Point Capital Partners
California
$208K +$173K +841 New
KCP
2175
Kera Capital Partners
California
$208K +$183K +890 New
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