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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
S.A. Mason
Michigan
$976K +$1.58K +7 +0.2%
FCA
1102
Fortis Capital Advisors
Kansas
$976K +$191K +845 +23%
DWA
1103
Douglass Winthrop Advisors
New York
$976K +$675K +2,995 +196%
VNA
1104
Valley National Advisers
Pennsylvania
$975K +$120K +534 +13%
SFP
1105
Sandbox Financial Partners
Maryland
$975K +$5.41K +24 +0.5%
CCP
1106
Carmel Capital Partners
California
$971K -$13.5K -60 -1%
JRCM
1107
Jones Road Capital Management
New York
$971K -$135K -600 -12%
AWM
1108
Ameliora Wealth Management
Switzerland
$971K – – –
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$969K +$26.2K +116 +3%
SAG
1110
SageView Advisory Group
California
$959K -$56.6K -251 -5%
IB
1111
Intrust Bank
Kansas
$952K +$1.8K +8 +0.2%
MG
1112
Mather Group
Illinois
$946K +$1.8K +8 +0.2%
BCM
1113
Becker Capital Management
Oregon
$946K +$79.8K +354 +9%
GWM
1114
GK Wealth Management
Nevada
$945K -$53K -235 -5%
NHC
1115
Nicholas Hoffman & Company
Georgia
$944K – – –
FFP
1116
FourThought Financial Partners
Florida
$938K +$94.7K +420 +11%
EA
1117
Everpar Advisors
Oklahoma
$938K +$76.4K +339 +8%
MC
1118
Matisse Capital
Oregon
$934K +$22.5K +100 +2%
FHC
1119
First Horizon Corporation
Tennessee
$933K +$974K +4,321 New
MAWA
1120
Moss Adams Wealth Advisors
Washington
$929K +$37.4K +166 +4%
HAIM
1121
Hunter Associates Investment Management
Pennsylvania
$929K – – –
PGWM
1122
Parisi Gray Wealth Management
New Jersey
$928K +$75.3K +334 +8%
BBA
1123
BLB&B Advisors
Pennsylvania
$926K +$70.6K +313 +8%
RIA
1124
Regal Investment Advisors
Michigan
$926K +$102K +452 +12%
AIM
1125
Acropolis Investment Management
Missouri
$925K +$395K +1,753 +66%
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