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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
526
Atomi Financial Group
New York
$3.97M +$150K +792 +4%
SC
527
Savant Capital
Illinois
$3.94M +$103K +543 +3%
PCS
528
Personal CFO Solutions
New Jersey
$3.94M +$498K +2,635 +16%
SCTC
529
Sanibel Captiva Trust Company
Florida
$3.94M -$98.2K -520 -3%
ABC
530
Associated Banc-Corp
Wisconsin
$3.93M -$601K -3,182 -15%
TG
531
TCW Group
California
$3.88M +$42.7K +226 +1%
LAI
532
Legal Advantage Investments
California
$3.87M +$306K +1,620 +10%
MCM
533
Mengis Capital Management
Oregon
$3.86M +$1.08M +5,706 +45%
IMCOOI
534
Investment Management Corp of Ontario (IMCO)
Canada
$3.86M -$510K -2,700 -13%
BCM
535
Bayesian Capital Management
New York
$3.86M -$3.49M -18,500 -50%
HWM
536
HB Wealth Management
Georgia
$3.81M +$108K +571 +3%
WCG
537
Weaver Consulting Group
California
$3.78M +$936K +4,955 +38%
SF
538
Synovus Financial
Georgia
$3.75M -$197K -1,045 -6%
KC
539
Knuff & Co
California
$3.75M +$22.9K +121 +0.7%
CC
540
Courier Capital
New York
$3.75M +$17K +90 +0.5%
EFMC
541
Empire Financial Management Company
New York
$3.74M -$28.3K -150 -0.8%
NP
542
NorthRock Partners
Minnesota
$3.74M -$675K -3,576 -17%
PWG
543
Portside Wealth Group
Utah
$3.72M -$46.5K -246 -1%
PCM
544
Pinnbrook Capital Management
New York
$3.72M -$2.02M -10,707 -38%
BFG
545
Bleakley Financial Group
New Jersey
$3.71M +$300K +1,586 +10%
IP
546
Ignite Planners
California
$3.68M +$1.32K +7 +0%
SW
547
SteelPeak Wealth
California
$3.67M -$4.11M -21,763 -55%
CAL
548
Capital Analysts LLC
Pennsylvania
$3.67M -$176K -933 -5%
KF
549
KKM Financial
Illinois
$3.67M +$546K +2,892 +20%
IAA
550
Independent Advisor Alliance
North Carolina
$3.66M +$7.18K +38 +0.2%
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