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Booz Allen Hamilton
BAH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Crowley Wealth Management
Delaware
$1.46K – – –
GJIA
702
Glass Jacobson Investment Advisors
Maryland
$1.42K – – –
TIM
703
Tortoise Investment Management
New York
$1.25K – – –
CAM
704
Chesapeake Asset Management
New York
$1.25K +$1.45K +12 New
CTWM
705
Cherry Tree Wealth Management
Minnesota
$1.15K – – –
GWMI
706
Guardian Wealth Management (Illinois)
Illinois
$1.12K -$121 -1 -9%
MAFA
707
MJT & Associates Financial Advisory
Minnesota
$1.07K +$1.33K +11 New
CH
708
Cromwell Holdings
Wyoming
$1.05K +$1.21K +10 New
EWA
709
EQ Wealth Advisors
Texas
$941 +$1.08K +9 New
TCM
710
TD Capital Management
Tennessee
$743 – – –
TCOV
711
Trust Company of Vermont
Vermont
$732 – – –
IHWM
712
Iron Horse Wealth Management
Iowa
$732 +$844 +7 New
TIM
713
Thompson Investment Management
Wisconsin
$663 – – –
KFI
714
Key Financial Inc
Pennsylvania
$627 – – –
MWM
715
MorganRosel Wealth Management
Colorado
$627 +$723 +6 New
KIM
716
Kestra Investment Management
Texas
$523 -$603 -5 -50%
BF
717
BOK Financial
Oklahoma
$523 – – –
PWM
718
Parkworth Wealth Management
California
$523 – – –
WCM
719
WealthTrak Capital Management
Virginia
$523 +$482 +4 +400%
PWA
720
Principia Wealth Advisory
Texas
$432 +$241 +2 +100%
HWP
721
Highline Wealth Partners
California
$314 +$362 +3 New
BHWM
722
Bay Harbor Wealth Management
Maryland
$313 +$362 +3 New
HIA
723
HFM Investment Advisors
New Jersey
$210 +$241 +2 New
CSC
724
Caldwell Sutter Capital
California
$209 – – –
ACA
725
American Capital Advisory
Idaho
$105 +$121 +1 New
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