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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
801
Gladstone Institutional Advisory
Florida
$955K +$113K +661 +13%
RE
802
RBC Europe
United Kingdom
$954K -$614K -3,600 -38%
DP
803
Dearborn Partners
Illinois
$954K -$34.3K -201 -3%
EFS
804
Essex Financial Services
Connecticut
$954K -$23.5K -138 -2%
CAN
805
Claraphi Advisory Network
United States
$951K -$63.1K -370 -6%
FHB
806
First Hawaiian Bank
Hawaii
$951K +$341 +2 +0%
AFM
807
Abbot Financial Management
Massachusetts
$947K +$2.39K +14 +0.2%
WSTAM
808
Wilbanks Smith & Thomas Asset Management
Virginia
$946K -$68.3K -401 -7%
CIC
809
Carnegie Investment Counsel
Ohio
$944K -$39.4K -231 -4%
SMC
810
Smith, Moore & Co
Missouri
$938K -$550K -3,226 -36%
RFM
811
Royal Fund Management
Florida
$937K +$99.5K +584 +11%
BCM
812
Bluefin Capital Management
New York
$931K -$3.14M -18,398 Closed
CWM
813
Calamos Wealth Management
Illinois
$929K -$15.3K -90 -2%
GCM
814
Gables Capital Management
Florida
$928K -$15.3K -90 -2%
HH
815
HWG Holdings
Texas
$927K -$17.4K -102 -2%
SWM
816
Sculati Wealth Management
Michigan
$924K – – –
FCA
817
FLC Capital Advisors
California
$923K +$208K +1,222 +28%
GG
818
Greenwood Gearhart
Arkansas
$921K -$2.32M -13,619 -71%
ECM
819
Evergreen Capital Management
Washington
$921K -$17.9K -105 -2%
RM
820
Resource Management
Louisiana
$919K -$36.6K -215 -4%
BO
821
BRR OpCo
Ohio
$917K -$365K -2,141 -28%
NQWM
822
Northwest Quadrant Wealth Management
Oregon
$917K -$32.9K -193 -3%
CIA
823
CSat Investment Advisory
Michigan
$917K +$347K +2,037 +58%
MF
824
Magnetar Financial
Illinois
$913K +$941K +5,523 New
TI
825
Tidal Investments
Wisconsin
$912K +$346K +2,028 +58%
31 32
33
34 35