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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1101
Journey Advisory Group
Kentucky
$519K +$136K +925 +43%
BEI
1102
Benjamin Edwards Inc
Missouri
$519K +$138K +937 +33%
WC
1103
Weil Company
California
$518K +$2.65K +18 +0.5%
LWM
1104
Loveless Wealth Management
Montana
$517K -$35.1K -238 -6%
PWM
1105
Perigon Wealth Management
California
$517K +$31K +210 +6%
SXL
1106
Summit X LLC
Missouri
$516K -$6.49K -44 -1%
FSC
1107
Full Sail Capital
Oklahoma
$515K +$7.38K +50 +1%
PMFA
1108
Plante Moran Financial Advisors
Michigan
$515K +$134K +907 +32%
SP
1109
Symmetry Partners
Connecticut
$514K – – –
BPM
1110
Bowling Portfolio Management
Ohio
$511K -$7.23K -49 -1%
CIA
1111
Citadel Investment Advisory
Ohio
$511K +$315K +2,135 +133%
CAP
1112
Columbia Advisory Partners
Washington
$510K -$24.2K -164 -4%
LFA
1113
Legacy Financial Advisors
Kentucky
$510K +$35.6K +241 +7%
RC
1114
Rovin Capital
Arizona
$510K +$91.2K +618 +20%
SIM
1115
Sentry Investment Management
Wisconsin
$509K -$107K -726 -16%
LMKC
1116
L.M. Kohn & Company
Ohio
$507K -$196K -1,332 -26%
MHWM
1117
Montz Harcus Wealth Management
Louisiana
$504K +$14.8K +100 +3%
MFG
1118
Monte Financial Group
Connecticut
$503K -$148 -1 -0%
AB
1119
Atlas Brown
Kentucky
$502K +$22.4K +152 +4%
T
1120
TRUADVICE
Florida
$502K +$23.8K +161 +6%
AIM
1121
Athena Investment Management
California
$501K +$113K +768 +26%
TCM
1122
Traynor Capital Management
Pennsylvania
$499K -$63.7K -432 -11%
TIA
1123
Trust Investment Advisors
Indiana
$499K +$885 +6 +0.2%
MMPW
1124
Mitchell McLeod Pugh & Williams
Alabama
$498K -$1.18K -8 -0.2%
PCG
1125
Prosperity Consulting Group
Maryland
$498K +$7.97K +54 +2%
43 44
45
46 47