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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1076
NWF Advisory Services
California
$1.02M -$136K -604 -11%
PWAM
1077
Pinnacle West Asset Management
Wyoming
$1.02M +$6.76K +30 +0.6%
LIA
1078
LBMC Investment Advisors
Tennessee
$1.02M – – –
FRA
1079
Frank Rimerman Advisors
California
$1.02M +$94K +417 +10%
BWM
1080
BigSur Wealth Management
Florida
$1.01M – – –
MWM
1081
Meadowbrook Wealth Management
New York
$1.01M +$1.05M +4,675 New
FG
1082
Fiduciary Group
Georgia
$1.01M +$24.8K +110 +2%
SAI
1083
Savvy Advisors Inc
New York
$1.01M -$169K -749 -14%
MFA
1084
Mayflower Financial Advisors
Massachusetts
$1M +$33.8K +150 +3%
VWM
1085
Venturi Wealth Management
Texas
$1M +$6.76K +30 +0.6%
CI
1086
Conning Inc
Connecticut
$1M +$19.4K +86 +2%
FAM
1087
Formidable Asset Management
Ohio
$1M -$38.1K -169 -3%
PTC
1088
Private Trust Company
Ohio
$1M +$40.4K +179 +4%
PSCM
1089
Per Stirling Capital Management
Texas
$1M +$451 +2 +0%
AIM
1090
Advyzon Investment Management
Illinois
$997K +$214K +948 +26%
BWM
1091
BNC Wealth Management
Oregon
$995K – – –
DSA
1092
Droms Strauss Advisors
Missouri
$992K -$97.2K -431 -9%
RIA
1093
Richwood Investment Advisors
Ohio
$990K -$6.76K -30 -0.6%
EA
1094
Eclectic Associates
California
$990K -$68.3K -303 -6%
GPWM
1095
Grant Private Wealth Management
California
$988K +$1.03M +4,579 New
WFS
1096
Widmann Financial Services
Maryland
$983K -$22.5K -100 -2%
NFSG
1097
Newbridge Financial Services Group
Florida
$983K -$462K -2,051 -31%
SC
1098
SouthState Corp
Florida
$980K -$41.3K -183 -4%
PWPS
1099
Pinnacle Wealth Planning Services
Ohio
$976K +$221K +981 +28%
ML
1100
McAdam LLC
Pennsylvania
$976K +$379K +1,679 +59%
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