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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
2301
ESL Trust Services
New York
$86.8K -$2.47K -12 -3%
FS
2302
Financially Speaking
Colorado
$86.8K +$10.3K +50 +14%
PS
2303
Pinney & Scofield
Massachusetts
$86.4K -$2.26K -11 -3%
DF
2304
DecisionPoint Financial
Arizona
$86.2K – – –
JFG
2305
JDM Financial Group
Texas
$85.8K – – –
KFAS
2306
Keating Financial Advisory Services
Kansas
$85.5K +$81K +394 New
TFA
2307
Transamerica Financial Advisors
Florida
$85.1K +$43.6K +212 +118%
TC
2308
Truvestments Capital
Florida
$84.5K -$21.8K -106 -21%
CWP
2309
Concord Wealth Partners
Virginia
$84K +$411 +2 +0.5%
AW
2310
Ankerstar Wealth
Texas
$83.8K +$79.4K +386 New
VR
2311
Vision Retirement
New Jersey
$79.7K +$75.5K +367 New
CBT
2312
Crews Bank & Trust
Florida
$79.7K – – –
BMC
2313
Bear Mountain Capital
Washington
$78.4K +$206 +1 +0.3%
SC
2314
Swan Capital
Florida
$76.6K – – –
BIM
2315
Breakwater Investment Management
Washington
$76.2K – – –
BCWM
2316
Ball & Co Wealth Management
Tennessee
$76K – – –
CAM
2317
Close Asset Management
United Kingdom
$76K – – –
GIM
2318
Gold Investment Management
Alberta, Canada
$75.1K – – –
MCP
2319
Miller Capital Partners
Michigan
$74.9K +$71K +345 New
EWP
2320
Elevation Wealth Partners
California
$72.8K +$8.43K +41 +14%
RF
2321
Rossby Financial
Florida
$71.9K +$4.53K +22 +7%
GA
2322
GoalVest Advisory
New York
$71.4K -$28.2K -137 -29%
TCA
2323
Trifecta Capital Advisors
Illinois
$70.6K -$3.91K -19 -6%
FDW
2324
Fourth Dimension Wealth
Ohio
$70.6K – – –
KG
2325
Kilter Group
New York
$70.1K -$1.44K -7 -2%
91 92
93
94 95