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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
776
Burke & Herbert Bank & Trust
Virginia
$1.19M -$44.7K -291 -4%
FG
777
Fiduciary Group
Georgia
$1.19M – – –
CA
778
Calton & Associates
Florida
$1.18M +$48K +312 +5%
BEAM
779
Baker Ellis Asset Management
Washington
$1.18M +$254K +1,650 +35%
IAS
780
Investment Advisory Services
Texas
$1.17M -$2.15K -14 -0.2%
SPP
781
Single Point Partners
Massachusetts
$1.16M -$2.77K -18 -0.3%
CFA
782
Carroll Financial Associates
North Carolina
$1.16M +$101K +658 +12%
GAM
783
Grandview Asset Management
Pennsylvania
$1.16M +$975K +6,340 New
S
784
SignatureFD
Georgia
$1.16M +$36.1K +235 +4%
BFA
785
Beaumont Financial Advisors
Massachusetts
$1.16M -$57.3K -373 -6%
WIA
786
Westbourne Investment Advisors
Maryland
$1.15M -$78.2K -509 -7%
AGM
787
Alpine Global Management
New York
$1.15M +$965K +6,275 New
KFGK
788
Keystone Financial Group (Kentucky)
Kentucky
$1.15M +$142K +925 +17%
PAM
789
Private Asset Management
California
$1.15M -$169K -1,097 -15%
DPIM
790
Duff & Phelps Investment Management
Illinois
$1.15M +$23.1K +150 +2%
GIM
791
Goelzer Investment Management
Indiana
$1.14M -$3.69K -24 -0.4%
JWM
792
Jackson Wealth Management
Florida
$1.14M +$955K +6,213 New
NNP
793
Nachman Norwood & Parrott
South Carolina
$1.14M -$48.9K -318 -5%
NQWM
794
Northwest Quadrant Wealth Management
Oregon
$1.13M -$32.9K -214 -4%
FIB
795
First Interstate Bank
Montana
$1.13M +$380K +2,471 +67%
AFP
796
Ausdal Financial Partners
Iowa
$1.13M -$64.9K -422 -6%
WSTAM
797
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M -$143K -930 -13%
FI
798
FormulaFolio Investments
Michigan
$1.12M +$63.8K +415 +7%
CAN
799
Claraphi Advisory Network
United States
$1.12M +$236K +1,537 +33%
RCAG
800
Rehmann Capital Advisory Group
Michigan
$1.12M +$937K +6,098 New
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