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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
601
Weatherly Asset Management
California
$2.9M -$26.1K -108 -0.9%
CIG
602
Consolidated Investment Group
Colorado
$2.9M +$1.47M +6,100 +102%
MOS
603
MGO One Seven
Ohio
$2.9M +$674K +2,789 +30%
BWG
604
Beta Wealth Group
California
$2.9M +$117K +482 +4%
NP
605
NorthRock Partners
Minnesota
$2.89M +$291K +1,205 +11%
BFG
606
Berger Financial Group
Minnesota
$2.89M +$2.49M +10,304 +589%
IWC
607
Integrated Wealth Concepts
Massachusetts
$2.89M +$364K +1,507 +14%
AWE
608
Avidian Wealth Enterprises
Texas
$2.88M +$145K +600 +5%
RFM
609
Royal Fund Management
Florida
$2.88M +$203K +838 +7%
SDIC
610
South Dakota Investment Council
South Dakota
$2.86M -$7.25K -30 -0.3%
SWM
611
SeaCrest Wealth Management
New York
$2.85M +$1.09M +4,521 +61%
FNBT
612
FineMark National Bank & Trust
Florida
$2.85M -$414K -1,711 -13%
TLCM
613
Twin Lakes Capital Management
California
$2.84M -$74.5K -308 -3%
RIM
614
Redpoint Investment Management
Australia
$2.84M +$73.3K +303 +3%
KL
615
KWMG LLC
Kansas
$2.83M +$156K +644 +6%
TNBTD
616
Trustmark National Bank Trust Department
Mississippi
$2.81M +$66.7K +276 +2%
MC
617
Mathes Company
New York
$2.81M +$42.3K +175 +2%
PPW
618
Parcion Private Wealth
Washington
$2.8M -$72.5K -300 -3%
LS
619
Leelyn Smith
Illinois
$2.78M -$155K -640 -5%
TU
620
TDAM USA
Ontario, Canada
$2.78M -$2.29M -9,482 -44%
BZWA
621
Blue Zone Wealth Advisors
California
$2.77M +$277K +1,146 +11%
SC
622
Shay Capital
New York
$2.77M +$128K +528 +5%
HF
623
HRT Financial
New York
$2.77M +$2.8M +11,572 New
NGA
624
Naples Global Advisors
Florida
$2.77M +$12.1K +50 +0.4%
CWM
625
Cornerstone Wealth Management
Missouri
$2.77M -$8.22K -34 -0.3%
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