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Booz Allen Hamilton
BAH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
701
Rialto Wealth Management
New York
$1.57K +$1.81K +15 New
CWM
702
Crowley Wealth Management
Delaware
$1.46K – – –
GJIA
703
Glass Jacobson Investment Advisors
Maryland
$1.42K – – –
TIM
704
Tortoise Investment Management
New York
$1.25K – – –
CAM
705
Chesapeake Asset Management
New York
$1.25K +$1.45K +12 New
CTWM
706
Cherry Tree Wealth Management
Minnesota
$1.15K – – –
GWMI
707
Guardian Wealth Management (Illinois)
Illinois
$1.12K -$121 -1 -9%
MAFA
708
MJT & Associates Financial Advisory
Minnesota
$1.07K +$1.33K +11 New
CH
709
Cromwell Holdings
Wyoming
$1.05K +$1.21K +10 New
EWA
710
EQ Wealth Advisors
Texas
$941 +$1.08K +9 New
TCM
711
TD Capital Management
Tennessee
$743 – – –
TCOV
712
Trust Company of Vermont
Vermont
$732 – – –
IHWM
713
Iron Horse Wealth Management
Iowa
$732 +$844 +7 New
TIM
714
Thompson Investment Management
Wisconsin
$663 – – –
KFI
715
Key Financial Inc
Pennsylvania
$627 – – –
MWM
716
MorganRosel Wealth Management
Colorado
$627 +$723 +6 New
KIM
717
Kestra Investment Management
Texas
$523 -$603 -5 -50%
BF
718
BOK Financial
Oklahoma
$523 – – –
PWM
719
Parkworth Wealth Management
California
$523 – – –
WCM
720
WealthTrak Capital Management
Virginia
$523 +$482 +4 +400%
PWA
721
Principia Wealth Advisory
Texas
$432 +$241 +2 +100%
HWP
722
Highline Wealth Partners
California
$314 +$362 +3 New
BHWM
723
Bay Harbor Wealth Management
Maryland
$313 +$362 +3 New
HIA
724
HFM Investment Advisors
New Jersey
$210 +$241 +2 New
CSC
725
Caldwell Sutter Capital
California
$209 – – –
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