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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1076
Bragg Financial Advisors
North Carolina
$923K +$62.3K +300 +7%
ISWM
1077
Independent Solutions Wealth Management
New York
$921K +$267K +1,285 +42%
PWG
1078
Portside Wealth Group
Utah
$921K +$906K +4,362 New
TFO
1079
Tarbox Family Office
California
$920K – – –
TCOV
1080
Trust Company of Vermont
Vermont
$917K +$104K +500 +13%
PHIC
1081
Pine Haven Investment Counsel
Massachusetts
$917K – – –
WA
1082
WBH Advisory
Maryland
$917K +$28K +135 +3%
SFO
1083
Stokes Family Office
Louisiana
$917K +$385K +1,852 +74%
CT
1084
Coastline Trust
Rhode Island
$916K +$40.7K +196 +5%
BL
1085
Balentine LLC
Georgia
$916K -$270K -1,301 -23%
NQWM
1086
Northwest Quadrant Wealth Management
Oregon
$915K -$57.1K -275 -6%
SIAG
1087
Safeguard Investment Advisory Group
California
$911K -$130K -628 -13%
SSWM
1088
Strait & Sound Wealth Management
California
$908K -$64.2K -309 -7%
DWP
1089
Daymark Wealth Partners
Ohio
$908K +$382K +1,837 +75%
RCM
1090
RNC Capital Management
California
$905K +$16.4K +79 +2%
CWP
1091
Capital Wealth Planning
Florida
$905K -$461K -2,219 -34%
AA
1092
Argent Advisors
Louisiana
$905K -$17.7K -85 -2%
FSC
1093
Full Sail Capital
Oklahoma
$904K +$83.1K +400 +10%
WSFS
1094
Wilmington Savings Fund Society
Delaware
$904K -$6.65K -32 -0.7%
KIA
1095
Kraematon Investment Advisors
Massachusetts
$903K -$10.4K -50 -1%
AAS
1096
Asset Allocation Strategies
Michigan
$903K +$888K +4,276 New
HFA
1097
High Falls Advisors
New York
$902K – – –
MHIC
1098
Marble Harbor Investment Counsel
Massachusetts
$902K – – –
SN
1099
Sittner & Nelson
Oregon
$901K +$4.15K +20 +0.5%
NSB
1100
Norway Savings Bank
Maine
$898K +$227K +1,095 +35%
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