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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
626
Balboa Wealth Partners
Arizona
$2.79M -$135K -715 -5%
NAS
627
Nicolet Advisory Services
Wisconsin
$2.79M +$316K +1,675 +15%
FIA
628
Foundations Investment Advisors
Arizona
$2.79M +$273K +1,448 +12%
MT
629
Midwest Trust
Kansas
$2.78M +$2.51M +13,263 New
TFS
630
Thoroughbred Financial Services
Tennessee
$2.77M +$262K +1,386 +12%
CGIM
631
Capital Group Investment Management
Singapore
$2.75M +$51.9K +275 +2%
CIA
632
Cohen Investment Advisors
New Hampshire
$2.74M +$121K +643 +5%
AAS
633
Ameritas Advisory Services
Nebraska
$2.73M -$760K -4,023 -24%
ANTB
634
AMG National Trust Bank
Colorado
$2.73M +$43.6K +231 +2%
PAM
635
Pegasus Asset Management
New York
$2.73M +$54.2K +287 +2%
BHA
636
Beech Hill Advisors
New York
$2.72M -$166K -880 -6%
JFG
637
Jefferies Financial Group
New York
$2.71M +$2.44M +12,911 New
MTIC
638
Missouri Trust & Investment Company
Missouri
$2.7M -$11.7K -62 -0.5%
AW
639
Avion Wealth
Texas
$2.69M -$98.4K -521 -4%
FGC
640
Financial Gravity Companies
Texas
$2.69M +$2.43M +12,843 New
CCM
641
Collar Capital Management
Wisconsin
$2.69M +$28.1K +149 +1%
CK
642
Cohen Klingenstein
New York
$2.66M – – –
SW
643
Simplicity Wealth
New Jersey
$2.65M +$1M +5,297 +72%
IAS
644
Insigneo Advisory Services
Florida
$2.65M +$781K +4,137 +49%
S
645
SignatureFD
Georgia
$2.65M +$428K +2,264 +22%
EB
646
Eastern Bank
Massachusetts
$2.64M -$214K -1,134 -8%
DA
647
DCM Advisors
New York
$2.63M +$180K +954 +8%
PA
648
Profund Advisors
Maryland
$2.62M +$126K +665 +6%
EI
649
Ethic Inc
New York
$2.62M +$514K +2,720 +29%
FFA
650
Farther Finance Advisors
California
$2.62M +$323K +1,708 +16%
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