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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
826
Banque Cantonale Vaudoise
Switzerland
$1.73M +$147K +662 +11%
PP
827
Professional Planning
California
$1.73M -$215K -967 -12%
FHB
828
First Hawaiian Bank
Hawaii
$1.73M +$72.7K +327 +5%
WA
829
Waverly Advisors
Alabama
$1.72M – – –
ACP
830
Ashfield Capital Partners
California
$1.72M – – –
MWM
831
Midwest Wealth Management
Indiana
$1.71M +$87.6K +394 +6%
EFS
832
Essex Financial Services
Connecticut
$1.71M +$73.1K +329 +5%
RWB
833
RMR Wealth Builders
New Jersey
$1.71M +$122K +551 +9%
EFM
834
E Fund Management
China
$1.71M +$1.49M +6,708 New
TBA
835
Tower Bridge Advisors
Pennsylvania
$1.7M -$40.9K -184 -3%
VFG
836
V2 Financial group
Illinois
$1.7M -$116K -521 -7%
FFA
837
First Foundation Advisors
California
$1.7M -$197K -888 -12%
RWA
838
Ropes Wealth Advisors
Massachusetts
$1.7M -$17.8K -80 -1%
CHJWM
839
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M +$110K +493 +8%
NNP
840
Nachman Norwood & Parrott
South Carolina
$1.69M +$55.6K +250 +4%
CWMU
841
Caliber Wealth Management (Utah)
Utah
$1.69M +$1.47M +6,631 New
AWA
842
Alta Wealth Advisors
Massachusetts
$1.69M +$1.25M +5,624 +564%
LFAS
843
Level Four Advisory Services
Texas
$1.69M -$716K -3,223 -33%
RC
844
Roundview Capital
New Jersey
$1.69M +$302K +1,359 +26%
CBA
845
Coastal Bridge Advisors
Connecticut
$1.68M – – –
AF
846
Advisornet Financial
Minnesota
$1.67M +$245K +1,101 +20%
BHBT
847
Burke & Herbert Bank & Trust
Virginia
$1.66M – – –
HIM
848
Hotaling Investment Management
Pennsylvania
$1.66M +$1.45M +6,518 New
GJIC
849
Gamble Jones Investment Counsel
California
$1.66M -$98.9K -445 -6%
TNB
850
TCF National Bank
South Dakota
$1.65M -$66.7K -300 -4%
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