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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1101
Kraematon Investment Advisors
Massachusetts
$640K +$1.56K +9 +0.2%
BAM
1102
Byrne Asset Management
New Jersey
$639K +$648K +3,745 New
SAF
1103
Smith Anglin Financial
Texas
$637K +$24.2K +140 +4%
PAS
1104
Professional Advisory Services
Florida
$631K – – –
AF
1105
Apexium Financial
Texas
$630K +$26K +150 +4%
NFSG
1106
Newbridge Financial Services Group
Florida
$629K +$69.9K +404 +12%
NCM
1107
NCM Capital Management
New Jersey
$628K -$23.2K -134 -4%
RIA
1108
Regal Investment Advisors
Michigan
$628K -$70.8K -409 -10%
KFI
1109
Key Financial Inc
Pennsylvania
$627K -$256K -1,478 -29%
PP
1110
PDS Planning
Ohio
$626K +$115K +664 +22%
PHS
1111
Pekin Hardy Strauss
Illinois
$626K -$173K -999 -21%
SAM
1112
Smartleaf Asset Management
Massachusetts
$626K +$140K +809 +29%
BIG
1113
Brookwood Investment Group
Arizona
$625K +$634K +3,663 New
WAG
1114
Wallace Advisory Group
California
$624K +$148K +853 +32%
TNB
1115
Thomasville National Bank
Georgia
$624K +$18.2K +105 +3%
PMSA
1116
Patrick M. Sweeney & Associates
Illinois
$623K +$17.3K +100 +3%
WA
1117
WealthTrust Axiom
Pennsylvania
$622K – – –
GDP
1118
Great Diamond Partners
Maine
$620K -$102K -587 -14%
SIM
1119
Stratos Investment Management
Ohio
$619K -$57.3K -331 -8%
KMWM
1120
Keudell/Morrison Wealth Management
Oregon
$618K -$67.2K -388 -10%
BCM
1121
Boltwood Capital Management
California
$618K +$8.83K +51 +1%
FMN
1122
Financial Management Network
California
$618K -$51.9K -300 -6%
FHA
1123
First Horizon Advisors
Tennessee
$618K +$1.04K +6 +0.2%
MAWA
1124
Moss Adams Wealth Advisors
Washington
$617K +$109K +628 +21%
VWM
1125
Venturi Wealth Management
Texas
$615K -$22K -127 -3%
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