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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
2251
BankPlus Trust Department
Mississippi
$42.7K – – –
NECFA
2252
New England Capital Financial Advisors
Connecticut
$42.2K – – –
HBW
2253
Hazlett, Burt & Watson
West Virginia
$42K +$6.31K +28 +17%
SC
2254
Solstein Capital
California
$40.6K -$18.7K -83 -31%
CPG
2255
Cornerstone Planning Group
New Jersey
$40.4K +$10.6K +47 +30%
DWS
2256
Dynamic Wealth Strategies
California
$40.1K – – –
LWMI
2257
Legacy Wealth Management (Idaho)
Idaho
$39.7K – – –
TFA
2258
Transamerica Financial Advisors
Florida
$38.8K +$40.6K +180 New
DAM
2259
Delta Asset Management
Tennessee
$38.6K +$5.19K +23 +15%
IWM
2260
IMG Wealth Management
Florida
$38.6K – – –
FF
2261
Friedenthal Financial
New Jersey
$38.2K -$991K -4,395 -96%
FIM
2262
FWL Investment Management
Texas
$38.2K – – –
PFA
2263
Pathway Financial Advisers
Indiana
$37.8K +$39.5K +175 New
ACM
2264
Anfield Capital Management
California
$36.9K – – –
GGI
2265
Godsey & Gibb Inc
Virginia
$36K – – –
CA
2266
Centerpoint Advisors
Massachusetts
$35K +$14.2K +63 +62%
HHMI
2267
Howard Hughes Medical Institute
Maryland
$35K – – –
KA
2268
Kozak & Associates
Colorado
$34.7K – – –
BIA
2269
Bell Investment Advisors
California
$33.9K +$902 +4 +3%
CIAS
2270
CBIZ Investment Advisory Services
Ohio
$33.9K -$11.9K -53 -25%
FAI
2271
Fiduciary Advisors Inc
Missouri
$33.7K – – –
DCM
2272
Davis Capital Management
Florida
$33.5K +$34.9K +155 New
HIA
2273
HFM Investment Advisors
New Jersey
$33K – – –
RFA
2274
Reyes Financial Architecture
California
$32.4K +$33.8K +150 New
FFA
2275
Frazier Financial Advisors
Ohio
$31.3K – – –
89 90
91
92 93