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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1026
Lawrence B. Cohen
$462K -$61.1K -420 -12%
SCA
1027
Salient Capital Advisors
Texas
$459K +$445K +3,056 New
SAM
1028
SignalPoint Asset Management
Missouri
$458K +$146 +1 +0%
TCMG
1029
TSP Capital Management Group
New Jersey
$455K – – –
JWBC
1030
J.W. Burns & Co
New York
$453K – – –
TL
1031
Tirschwell & Loewy
New York
$452K -$43.4K -298 -9%
SIC
1032
Salem Investment Counselors
North Carolina
$451K – – –
MPI
1033
Mairs & Power Inc
Minnesota
$447K -$42.9K -295 -9%
RMDI
1034
R.M. Davis Inc
Maine
$446K +$48.6K +334 +13%
PAM
1035
Private Asset Management
California
$445K – – –
BW
1036
Bison Wealth
Georgia
$445K +$34.9K +240 +9%
WP
1037
WMS Partners
Maryland
$443K +$199K +1,368 +86%
BAS
1038
Brown Advisory Securities
Maryland
$440K +$52K +357 +14%
CFA
1039
Carroll Financial Associates
North Carolina
$431K +$54.6K +375 +15%
AIM
1040
Acropolis Investment Management
Missouri
$431K +$183K +1,254 +78%
GLI
1041
Guardian Life Insurance
New York
$430K -$133K -914 -24%
FMWA
1042
Forvis Mazars Wealth Advisors
Missouri
$430K +$56.6K +389 +16%
W
1043
Wealthfront
California
$429K +$215K +1,480 +107%
AF
1044
Allworth Financial
California
$422K -$146 -1 -0%
HCM
1045
Hollencrest Capital Management
California
$418K +$45K +309 +13%
BFC
1046
Blue Fin Capital
Rhode Island
$415K +$7.28K +50 +2%
YIA
1047
YHB Investment Advisors
Connecticut
$414K -$2.91K -20 -0.7%
BKA
1048
Brick & Kyle Associates
Pennsylvania
$414K – – –
BO
1049
BRR OpCo
Ohio
$411K -$25.9K -178 -6%
MIM
1050
Marco Investment Management
Georgia
$410K – – –
40 41
42
43 44