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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2251
Peddock Capital Advisors
Massachusetts
– -$167K -512 Closed
FL
2252
Fort LP
Maryland
– -$165K -508 Closed
LD
2253
Lipe & Dalton
New York
– -$161K -493 Closed
BFP
2254
Briaud Financial Planning
Texas
– -$135K -415 Closed
PWP
2255
Personal Wealth Partners
Minnesota
– -$129K -395 Closed
THWM
2256
Taylor Hoffman Wealth Management
Virginia
– -$126K -386 Closed
KFA
2257
Kays Financial Advisory
Georgia
– -$125K -384 Closed
KWM
2258
Keebeck Wealth Management
Illinois
– -$120K -370 Closed
KBFS
2259
Kohmann Bosshard Financial Services
Ohio
– -$114K -350 Closed
CA
2260
Centerpoint Advisors
Massachusetts
– -$106K -325 Closed
RA
2261
Rational Advisors
New York
– -$103K -315 Closed
LPWM
2262
Lake Point Wealth Management
Texas
– -$83.8K -306 -100%
AFS
2263
Aft Forsyth & Sober
Florida
– -$94K -290 Closed
NIM
2264
NuWave Investment Management
New Jersey
– -$85K -262 Closed
JGIA
2265
Jackson Grant Investment Advisers
Connecticut
– -$79K -241 Closed
SC
2266
Solstein Capital
California
– -$64K -197 Closed
MI
2267
Moneywise Inc
Virginia
– -$48K -125 Closed
BAM
2268
Barrett Asset Management
New York
– -$34K -105 Closed
GDP
2269
Great Diamond Partners
Maine
– -$33K -103 Closed
PCM
2270
Price Capital Management
Louisiana
– -$33K -100 Closed
AP
2271
Americana Partners
Texas
– -$26K -81 Closed
HWM
2272
Howard Wealth Management
Connecticut
– -$21K -66 Closed
AC
2273
Asio Capital
Kentucky
– -$16K -50 Closed
CI
2274
Cordant Inc
Oregon
– -$16K -50 Closed
CQS
2275
Credential Qtrade Securities
– -$11.4K -35 Closed
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