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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2151
Confluence Wealth Services
Pennsylvania
$214K -$7.2K -35 -3%
API
2152
Asset Planning Inc
California
$214K -$28.8K -140 -12%
AWA
2153
Adapt Wealth Advisors
Georgia
$214K +$203K +985 New
VPW
2154
Vericrest Private Wealth
Pennsylvania
$213K +$202K +982 New
HCM
2155
Howland Capital Management
Massachusetts
$213K +$202K +981 New
TWM
2156
Thrive Wealth Management
Pennsylvania
$213K +$202K +980 New
QWM
2157
Quaker Wealth Management
New Jersey
$212K +$5.55K +27 +3%
QL
2158
Quarry LP
New York
$212K -$47.5K -231 -19%
EWM
2159
Evermay Wealth Management
Virginia
$212K +$823 +4 +0.4%
FIB
2160
First Interstate Bank
Montana
$212K – – –
GA
2161
Goldstein Advisors
Wisconsin
$211K +$200K +973 New
TCTWM
2162
Three Cord True Wealth Management
Pennsylvania
$211K – – –
M
2163
MOTCO
Texas
$211K +$10.3K +50 +5%
BWS
2164
Broadway Wealth Solutions
Texas
$210K -$2.47K -12 -1%
CFAM
2165
Center For Asset Management
Florida
$210K – – –
MGI
2166
Miller Global Investments
Texas
$210K +$199K +967 New
LWM
2167
LeConte Wealth Management
Tennessee
$209K +$198K +963 New
PWMG
2168
Prestige Wealth Management Group
New Jersey
$209K +$3.5K +17 +2%
CCM
2169
Canal Capital Management
Virginia
$209K +$198K +961 New
FPCP
2170
Fort Point Capital Partners
California
$208K +$173K +841 New
KCP
2171
Kera Capital Partners
California
$208K +$183K +890 New
CT
2172
Caldwell Trust
Florida
$208K -$15K -73 -7%
PB
2173
Prosperity Bancshares
Texas
$207K +$196K +955 New
CIA
2174
Compass Ion Advisors
Pennsylvania
$207K -$11.3K -55 -5%
PCTC
2175
Perkins Coie Trust Company
Washington
$207K -$3.7K -18 -2%
85 86
87
88 89