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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
901
Legacy Wealth Planning
Nevada
$1.27M – – –
RE
902
RBC Europe
United Kingdom
$1.27M +$5.13K +23 +0.4%
ANRIA
903
American National Registered Investment Advisor
Texas
$1.26M -$4.24K -19 -0.3%
DPIM
904
Duff & Phelps Investment Management
Illinois
$1.25M -$28.1K -126 -2%
DWM
905
Destination Wealth Management
California
$1.25M -$22.7K -102 -2%
SNT
906
Security National Trust
West Virginia
$1.25M – – –
SCM
907
SOL Capital Management
Maryland
$1.25M +$3.35K +15 +0.3%
FCA
908
FLC Capital Advisors
California
$1.25M +$95.5K +428 +8%
MC
909
Martin & Co
Tennessee
$1.25M +$110K +495 +10%
AIM
910
Anchor Investment Management
South Carolina
$1.24M +$11.2K +50 +0.9%
AWA
911
Arete Wealth Advisors
Illinois
$1.24M +$117K +526 +10%
NQWM
912
Northwest Quadrant Wealth Management
Oregon
$1.24M +$13.8K +62 +1%
BHA
913
Beech Hill Advisors
New York
$1.23M +$11.2K +50 +0.9%
RG
914
Rathbones Group
United Kingdom
$1.23M – – –
SWM
915
Sculati Wealth Management
Michigan
$1.23M -$93.7K -420 -7%
CRC
916
Curi RMB Capital
Illinois
$1.23M +$20.1K +90 +2%
FG
917
Fiduciary Group
Georgia
$1.22M – – –
SWM
918
Segment Wealth Management
Texas
$1.22M -$4.02M -18,024 -77%
AFM
919
Abbot Financial Management
Massachusetts
$1.21M – – –
RCAG
920
Rehmann Capital Advisory Group
Michigan
$1.21M -$52.9K -237 -4%
PP
921
Professional Planning
California
$1.21M -$243K -1,089 -17%
FNT
922
First National Trust
Pennsylvania
$1.2M -$22.3K -100 -2%
KM
923
Kalos Management
Georgia
$1.2M +$224K +1,006 +23%
MS
924
Mizuho Securities
Japan
$1.19M -$2M -8,957 -62%
IWA
925
IVC Wealth Advisors
Pennsylvania
$1.19M +$66.9K +300 +6%
35 36
37
38 39