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Booz Allen Hamilton
BAH

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
551
Clearstead Trust
Maine
$8.86K -$7.79K -87 -45%
SC
552
SouthState Corp
Florida
$8.86K +$8.95K +100 +2,000%
NECFA
553
New England Capital Financial Advisors
Connecticut
$8.77K – – –
PFBT
554
Parkside Financial Bank & Trust
Missouri
$8.18K +$1.97K +22 +29%
HI
555
Harbour Investments
Wisconsin
$8.01K -$1.97K -22 -19%
AW
556
Avion Wealth
Texas
$8K +$1.34K +15 +19%
TWD
557
True Wealth Design
Ohio
$7K -$51.4K -574 -87%
PWAM
558
Private Wealth Asset Management
Iowa
$6.66K – – –
MWA
559
Medallion Wealth Advisors
Connecticut
$6.33K -$2.24K -25 -25%
MCM
560
Manchester Capital Management
Vermont
$6.33K +$3.4K +38 +103%
AWA
561
Acumen Wealth Advisors
Tennessee
$6.16K +$6.53K +73 New
PCFFS
562
Pacific Center for Financial Services
California
$6K – – –
MAM
563
Meeder Asset Management
Ohio
$5.99K +$4.47K +50 +238%
AG
564
AmeriFlex Group
Nevada
$5.57K -$5.91K -66 -50%
CFO
565
CVA Family Office
Colorado
$5.48K -$2.86K -32 -33%
MWPCG
566
Measured Wealth Private Client Group
New Hampshire
$5.48K – – –
TPCW
567
TD Private Client Wealth
New York
$5.4K +$2.6K +29 +83%
CIAS
568
CBIZ Investment Advisory Services
Ohio
$5.32K +$1.52K +17 +37%
DJSG
569
D.J. St. Germain
Massachusetts
$5.23K – – –
HC
570
Hurley Capital
New York
$5.15K +$5.46K +61 New
BIA
571
Bell Investment Advisors
California
$5.06K +$268 +3 +5%
IIM
572
IFC & Insurance Marketing
California
$5K +$5.82K +65 New
CWP
573
Concord Wealth Partners
Virginia
$4.89K – – –
WETS
574
Wealth Enhancement Trust Services
South Dakota
$4.89K +$5.19K +58 New
VR
575
Vision Retirement
New Jersey
$4.72K +$5.01K +56 New
21 22
23
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