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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
601
Baker Tilly Wealth Management
Wisconsin
$1.71M +$445K +2,593 +30%
KFGK
602
Keystone Financial Group (Kentucky)
Kentucky
$1.71M -$227K -1,324 -11%
CLA
603
Carnegie Lake Advisors
New Jersey
$1.71M +$1.92M +11,226 New
NP
604
Nilsine Partners
Colorado
$1.71M -$189K -1,102 -9%
BFIC
605
Bedell Frazier Investment Counselling
California
$1.7M +$561K +3,274 +41%
WE
606
Wealth Effects
Massachusetts
$1.7M +$30.2K +176 +2%
SWM
607
Spire Wealth Management
Virginia
$1.69M +$71.7K +418 +4%
PL
608
Plancorp LLC
Missouri
$1.69M -$4.12K -24 -0.2%
IAIM
609
International Assets Investment Management
Florida
$1.68M +$5.36M +31,270 +7%
EWM
610
Empirical Wealth Management
Washington
$1.68M -$791K -4,615 -29%
EWM
611
Evercore Wealth Management
New York
$1.68M -$33.4K -195 -2%
KCM
612
Kerusso Capital Management
North Carolina
$1.66M +$115K +668 +7%
MA
613
Modus Advisors
Minnesota
$1.66M -$125K -728 -6%
ADL
614
Asset Dedication LLC
California
$1.65M -$819K -4,776 -31%
MW
615
Marcum Wealth
Ohio
$1.65M +$174K +1,017 +10%
GAA
616
Global Assets Advisory
Florida
$1.64M +$1.83M +10,653 New
BCM
617
Brookstone Capital Management
Illinois
$1.64M -$98.9K -577 -5%
TCOT
618
Trust Company of Toledo
Ohio
$1.64M -$27.4K -160 -1%
MPM
619
Meritage Portfolio Management
Kansas
$1.64M – – –
SCM
620
SOL Capital Management
Maryland
$1.64M +$48K +280 +3%
PPW
621
Parcion Private Wealth
Washington
$1.63M -$10.3K -60 -0.6%
RMAM
622
Raab & Moskowitz Asset Management
New Jersey
$1.61M +$11.3K +66 +0.6%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$10.3K -60 -0.6%
ITC
624
Inspire Trust Company
Nevada
$1.6M +$806K +4,700 +81%
WCMN
625
Westchester Capital Management (Nebraska)
Nebraska
$1.59M -$343 -2 -0%
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