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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1101
Douglas Lane & Associates
New York
$461K +$32.4K +211 +6%
OIM
1102
Orca Investment Management
Oregon
$460K -$35.9K -234 -6%
BOPW
1103
Brandywine Oak Private Wealth
Pennsylvania
$458K -$2.91K -19 -0.5%
AB
1104
Atlas Brown
Kentucky
$458K +$17.2K +112 +3%
WC
1105
Weil Company
California
$457K -$1.23K -8 -0.2%
CRC
1106
Curi RMB Capital
Illinois
$457K +$30.1K +196 +5%
LA
1107
Lifeworks Advisors
Michigan
$456K -$222K -1,448 -31%
FSC
1108
Full Sail Capital
Oklahoma
$456K – – –
SP
1109
Symmetry Partners
Connecticut
$456K – – –
PCG
1110
Prosperity Consulting Group
Maryland
$456K +$19K +124 +3%
CMI
1111
Clare Market Investments
Texas
$455K -$11.5K -75 -2%
FT
1112
Fiduciary Trust
Massachusetts
$453K +$105K +685 +22%
CB
1113
Cadence Bank
Mississippi
$453K +$573K +3,736 New
FAG
1114
Financial Advisory Group
Texas
$452K -$11.7K -76 -2%
PAS
1115
Professional Advisory Services
Florida
$452K +$15.3K +100 +3%
SRSA
1116
S.R. Schill & Associates
Washington
$451K -$132K -860 -19%
RCM
1117
RNC Capital Management
California
$451K -$16.1K -105 -3%
SIM
1118
Sentry Investment Management
Wisconsin
$451K – – –
WP
1119
Wedgewood Partners
Missouri
$451K +$157K +1,025 +38%
RC
1120
Rovin Capital
Arizona
$450K -$3.07K -20 -0.5%
TCM
1121
Traynor Capital Management
Pennsylvania
$450K +$9.82K +64 +2%
CIC
1122
Carnegie Investment Counsel
Ohio
$448K +$90.5K +590 +19%
T
1123
TRUADVICE
Florida
$447K +$15.5K +101 +3%
GA
1124
GFS Advisors
Texas
$445K -$655K -4,270 -54%
FAG
1125
Fortitude Advisory Group
Washington
$443K +$2.76K +18 +0.5%
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