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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Cambridge Advisors
Nebraska
$599K +$448K +1,638 +69%
MMA
1052
Miracle Mile Advisors
California
$598K -$19.4M -70,856 -95%
SACTSONJ
1053
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$597K – – –
9WM
1054
9258 Wealth Management
Ohio
$597K +$165K +604 +15%
WC
1055
Weil Company
California
$594K +$3.83K +14 +0.4%
BRA
1056
Bender Robert & Associates
California
$593K -$40K -146 -4%
PCTC
1057
Perkins Coie Trust Company
Washington
$593K -$17.8K -65 -2%
MFS
1058
Madrona Financial Services
Washington
$593K +$731K +2,669 +204%
QPWM
1059
Quadrant Private Wealth Management
Pennsylvania
$593K +$753K +2,752 +225%
AI
1060
Atria Investments
North Carolina
$592K -$666K -2,433 -38%
PA
1061
Paragon Advisors
Texas
$592K +$636K +2,323 +141%
TWM
1062
Titus Wealth Management
California
$592K +$743K +2,715 +216%
MIM
1063
Moseley Investment Management
Florida
$589K +$29.3K +107 +3%
CL
1064
Choreo LLC
Illinois
$586K -$1.14M -4,152 -51%
NFC
1065
Northeast Financial Consultants
Connecticut
$586K +$255K +931 +31%
MAM
1066
Martingale Asset Management
Massachusetts
$582K -$1.37M -5,011 -56%
MCM
1067
McKinley Capital Management
Alaska
$581K +$22.7K +83 +2%
JWCA
1068
J.W. Coons Advisors
Ohio
$581K +$1.07M +3,900 New
SAM
1069
Secure Asset Management
Michigan
$579K -$20.8K -76 -2%
SRC
1070
Shufro Rose & Co
New York
$576K – – –
PFA
1071
Pure Financial Advisors
California
$576K +$104K +381 +11%
STB
1072
S&T Bank
Pennsylvania
$575K +$227K +829 +27%
PFGIA
1073
Patriot Financial Group Insurance Agency
Massachusetts
$575K +$257K +938 +32%
LCS
1074
Levin Capital Strategies
New York
$574K -$6.93M -25,327 -87%
LA
1075
LVW Advisors
New York
$573K +$1.05M +3,845 New
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