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Booz Allen Hamilton
BAH

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
501
Pin Oak Investment Advisors
Texas
$3K – – –
BFS
502
Bare Financial Services
Pennsylvania
$2.97K – – –
MWA
503
Medallion Wealth Advisors
Connecticut
$2.43K -$2.67K -35 -47%
WA
504
WPG Advisers
Maryland
$2.37K -$8.02K -105 -73%
RWM
505
Rialto Wealth Management
New York
$2K +$1.37K +18 +120%
SWM
506
Spire Wealth Management
Virginia
$2K – – –
TM
507
Torren Management
California
$1.89K – – –
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$1.82K +$382 +5 +20%
CH
509
Cromwell Holdings
Wyoming
$1.82K +$687 +9 +43%
SWP
510
Strategic Wealth Partners
Ohio
$1.76K – – –
BBHC
511
Brown Brothers Harriman & Co
New York
$1.76K +$916 +12 +71%
AFC
512
Ares Financial Consulting
California
$1.75K +$1.07K +14 +93%
S
513
Sachetta
Massachusetts
$1.7K -$2.29K -30 -52%
BHWM
514
Bay Harbor Wealth Management
Maryland
$1.58K +$1.07K +14 +117%
CCMI
515
Creative Capital Management Investments
California
$1.58K +$1.99K +26 New
SC
516
SouthState Corp
Florida
$1.46K -$5.65K -74 -76%
BIAS
517
Beacon Investment Advisory Services
New Jersey
$1.46K +$1.83K +24 New
TFA
518
Transamerica Financial Advisors
Florida
$1.41K -$59K -773 -97%
ZBNA
519
Zions Bancorporation, National Association
Utah
$1.4K +$840 +11 +92%
ACA
520
American Capital Advisory
Idaho
$1.33K +$1.53K +20 +1,000%
KA
521
Kozak & Associates
Colorado
$1.31K – – –
EWM
522
Evermay Wealth Management
Virginia
$1.21K +$1.53K +20 New
RWM
523
RMG Wealth Management
Wisconsin
$1.18K +$1.15K +15 New
PWMG
524
Prestige Wealth Management Group
New Jersey
$1.09K – – –
TAP
525
Tounjian Advisory Partners
Florida
$1.03K +$1.3K +17 New
19 20
21
22 23