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Boise Cascade
BCC

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
301
Avion Wealth
Texas
$2K – – –
VWA
302
Valued Wealth Advisors
Utah
$1.86K +$1.71K +23 +2,300%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.86K – – –
JWM
304
JPL Wealth Management
Colorado
$1.17K – – –
CA
305
Continuum Advisory
Idaho
$1.16K +$1.11K +15 New
CCMI
306
Creative Capital Management Investments
California
$1.09K +$1.04K +14 New
CMA
307
Cedar Mountain Advisors
Oregon
$1.01K -$297 -4 -24%
ZBNA
308
Zions Bancorporation, National Association
Utah
$1.01K +$964 +13 New
CA
309
Clearstead Advisors
Ohio
$933 +$890 +12 New
SC
310
Solstein Capital
California
$932 – – –
WETS
311
Wealth Enhancement Trust Services
South Dakota
$932 +$890 +12 New
PWMG
312
Prestige Wealth Management Group
New Jersey
$854 +$519 +7 +175%
SHIM
313
Stone House Investment Management
Pennsylvania
$854 +$815 +11 New
ACA
314
American Capital Advisory
Idaho
$777 – – –
RWM
315
Rialto Wealth Management
New York
$777 +$222 +3 +43%
BHWM
316
Bay Harbor Wealth Management
Maryland
$776 +$222 +3 +43%
AFC
317
Ares Financial Consulting
California
$699 – – –
GRP
318
Global Retirement Partners
California
$699 +$667 +9 New
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$622 – – –
HIA
320
HFM Investment Advisors
New Jersey
$622 +$297 +4 +100%
AW
321
Ankerstar Wealth
Texas
$543 -$74 -1 -13%
HFS
322
Hughes Financial Services
Virginia
$543 – – –
PMFA
323
Plante Moran Financial Advisors
Michigan
$466 +$445 +6 New
SIC
324
SJS Investment Consulting
Ohio
$311 -$148 -2 -33%
EP
325
Essential Partners
California
$233 -$8.15K -110 -97%
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13
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