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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1101
XML Financial
Maryland
$1M +$49.1K +221 +6%
RW
1102
RVW Wealth
California
$1M +$207K +932 New
HR
1103
Hayden Royal
North Carolina
$997K +$2.89K +13 +0.3%
PGWM
1104
Parisi Gray Wealth Management
New Jersey
$991K +$9.11K +41 +1%
BWM
1105
BerganKDV Wealth Management
Minnesota
$989K -$46.2K -208 -5%
CCM
1106
Cribstone Capital Management
Maine
$988K -$42.9K -193 -5%
PFA
1107
Pure Financial Advisors
California
$988K -$2.67K -12 -0.3%
BRA
1108
Bender Robert & Associates
California
$987K +$33.3K +150 +4%
BTW
1109
Boston Trust Walden
Massachusetts
$985K -$16.7K -75 -2%
SG
1110
Stonnington Group
California
$984K +$990K +4,456 New
SCM
1111
Southport Capital Management
Tennessee
$982K +$257K +1,156 +43%
FAG
1112
Financial Advisory Group
Texas
$980K -$44.5K -200 -5%
FFC
1113
First Financial Corp
Indiana
$979K +$45.1K +203 +6%
SXL
1114
Summit X LLC
Missouri
$978K +$261K +1,174 +44%
TCOO
1115
Trust Company of Oklahoma
Oklahoma
$976K -$52.2K -235 -6%
PTC
1116
Philadelphia Trust Company
Pennsylvania
$976K -$33.3K -150 -4%
ISL
1117
Ingalls & Snyder LLC
New York
$974K +$27.8K +125 +3%
CHAM
1118
Clear Harbor Asset Management
Connecticut
$970K +$2.22K +10 +0.3%
MW
1119
MBL Wealth
North Carolina
$961K +$99.1K +446 +13%
WC
1120
Weil Company
California
$960K +$222 +1 +0%
SP
1121
Symmetry Partners
Connecticut
$958K +$48.5K +218 +6%
OPS
1122
Orion Portfolio Solutions
Nebraska
$957K +$31.1K +140 +4%
DBIA
1123
Dumont & Blake Investment Advisors
New Jersey
$956K -$22.2K -100 -3%
BCM
1124
Brasada Capital Management
Texas
$955K +$834K +3,750 New
CFS
1125
CRA Financial Services
New Jersey
$954K +$82.9K +373 +11%
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