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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Avior Wealth Management
Nebraska
$3M +$358K +1,324 +15%
BDS
777
Banco de Sabadell
Florida
$3M +$2.75M +10,165 New
BHWM
778
Bar Harbor Wealth Management
New Hampshire
$2.99M -$111K -410 -4%
SFS
779
Strategic Financial Services
New York
$2.98M -$12.2K -45 -0.4%
TNB
780
Thomasville National Bank
Georgia
$2.96M -$277K -1,023 -9%
BRWA
781
B. Riley Wealth Advisors
Florida
$2.95M -$9.47K -35 -0.3%
LCM
782
Lee Capital Management
New York
$2.95M – – –
PWSG
783
Pacific Wealth Strategies Group
California
$2.94M +$313K +1,156 +13%
HIM
784
Hermes Investment Management
United Kingdom
$2.94M -$347K -1,281 -11%
HSA
785
HBK Sorce Advisory
Pennsylvania
$2.94M +$886K +3,272 +49%
APP
786
Avantax Planning Partners
Iowa
$2.92M -$442K -1,631 -14%
LNC
787
Lincoln National Corp
Pennsylvania
$2.92M +$1.44M +5,310 +116%
FNFDCM
788
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.92M – – –
IC
789
Intersect Capital
California
$2.9M -$129K -476 -5%
PNC
790
Park National Corp
Ohio
$2.9M +$64.7K +239 +2%
P
791
Pitcairn
Pennsylvania
$2.88M +$222K +820 +9%
CAM
792
Carret Asset Management
New York
$2.88M -$44.9K -166 -2%
BA
793
Birinyi Associates
Connecticut
$2.88M – – –
MWM
794
Marietta Wealth Management
Georgia
$2.87M -$161K -593 -6%
WCM
795
Wunderlich Capital Managemnt
Tennessee
$2.87M -$4.06K -15 -0.2%
WFG
796
Wills Financial Group
Virginia
$2.86M -$47.9K -177 -2%
CBTWT
797
Community Bank & Trust (Waco, Texas)
Texas
$2.81M -$40.3K -149 -2%
SSB
798
Sandy Spring Bank
Maryland
$2.81M +$135K +497 +6%
EM
799
ELCO Management
New York
$2.78M -$180K -665 -7%
OFG
800
OmniStar Financial Group
North Carolina
$2.74M +$2.52M +9,305 New
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