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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2376
Logan Capital Management
Pennsylvania
$87.7K +$90.1K +405 New
DF
2377
DecisionPoint Financial
Arizona
$87.2K +$445 +2 +0.5%
PWA
2378
Provenance Wealth Advisors
Florida
$87K +$89.4K +402 New
AIS
2379
Advocate Investing Services
Maryland
$86.6K – – –
ETS
2380
ESL Trust Services
New York
$86.6K – – –
DWM
2381
Darwin Wealth Management
Florida
$85.7K +$67K +301 +317%
JFG
2382
JDM Financial Group
Texas
$85.5K – – –
PMFA
2383
Plante Moran Financial Advisors
Michigan
$85.2K -$82.5K -371 -48%
SW
2384
StrongBox Wealth
Missouri
$84.9K +$87.2K +392 New
TC
2385
Truvestments Capital
Florida
$84.3K – – –
AFC
2386
Ares Financial Consulting
California
$84K +$18.5K +83 +27%
CAM
2387
Close Asset Management
United Kingdom
$83K +$7.12K +32 +9%
IRC
2388
Investors Research Corp
Georgia
$82.7K +$74.1K +333 +680%
AW
2389
Ankerstar Wealth
Texas
$82K -$1.56K -7 -2%
FLP
2390
Financial Life Planners
Arizona
$79.4K – – –
PS
2391
Pinney & Scofield
Massachusetts
$79.4K – – –
BMC
2392
Bear Mountain Capital
Washington
$77.9K +$222 +1 +0.3%
SC
2393
Swan Capital
Florida
$76.4K – – –
EWM
2394
Evolution Wealth Management
Florida
$76.2K +$10.2K +46 +15%
BIM
2395
Breakwater Investment Management
Washington
$76K – – –
GIM
2396
Gold Investment Management
Alberta, Canada
$74.9K – – –
MCP
2397
Miller Capital Partners
Michigan
$74.7K – – –
MI
2398
Markowski Investments
Florida
$74.2K +$76.3K +343 New
TCA
2399
Trifecta Capital Advisors
Illinois
$73.8K +$3.56K +16 +5%
KG
2400
Kilter Group
New York
$72.3K +$1.78K +8 +2%
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97 98