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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
951
Marino Stram & Associates
Massachusetts
$1.12M -$49K -232 -4%
SWM
952
Sculati Wealth Management
Michigan
$1.12M – – –
BA
953
Bristlecone Advisors
Washington
$1.12M +$36.1K +171 +3%
FNT
954
First National Trust
Pennsylvania
$1.12M +$27K +128 +2%
LW
955
Linscomb Wealth
Texas
$1.12M +$78.4K +371 +7%
CI
956
Conning Inc
Connecticut
$1.12M -$64.4K -305 -5%
DP
957
Dearborn Partners
Illinois
$1.11M -$72.3K -342 -6%
RG
958
Rathbones Group
United Kingdom
$1.11M -$18.8K -89 -2%
OWA
959
Octavia Wealth Advisors
Ohio
$1.11M -$66.3K -314 -5%
SIG
960
Sky Investment Group
Connecticut
$1.1M -$116K -550 -9%
SIC
961
SFE Investment Counsel
California
$1.1M +$171K +810 +17%
NQWM
962
Northwest Quadrant Wealth Management
Oregon
$1.1M -$6.34K -30 -0.5%
DWM
963
Destination Wealth Management
California
$1.1M -$43.7K -207 -4%
SWM
964
Segment Wealth Management
Texas
$1.1M -$11.6K -55 -1%
AWAP
965
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.1M +$43.7K +207 +4%
WFS
966
Widmann Financial Services
Maryland
$1.1M +$1.15M +5,450 New
CRC
967
Curi RMB Capital
Illinois
$1.1M -$27.3K -129 -2%
HTC
968
Haverford Trust Company
Pennsylvania
$1.09M -$317K -1,500 -22%
GG
969
Golden Green
South Carolina
$1.09M +$809K +3,831 +240%
6F
970
626 Financial
Michigan
$1.09M +$1.15M +5,426 New
RWM
971
Ritholtz Wealth Management
New York
$1.08M +$40.4K +191 +4%
PPP
972
Private Portfolio Partners
New Jersey
$1.08M +$125K +590 +12%
FI
973
Finivi Inc
Massachusetts
$1.08M +$1.13M +5,345 New
AFM
974
Abbot Financial Management
Massachusetts
$1.08M -$37K -175 -3%
DWT
975
Dorsey & Whitney Trust
South Dakota
$1.08M +$199K +941 +21%
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