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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1126
Chase Investment Counsel
Virginia
$1.06M – – –
BIM
1127
Baldwin Investment Management
Pennsylvania
$1.06M +$147K +660 +16%
TGIA
1128
Torrey Growth & Income Advisors
California
$1.05M +$44.5K +200 +4%
FMI
1129
Frec Markets Inc
California
$1.05M +$249K +1,120 +30%
PEWA
1130
Pacific Excel Wealth Advisors
California
$1.05M +$1.08M +4,856 New
HFO
1131
Heritage Family Offices
Arizona
$1.05M +$69.6K +313 +7%
BHC
1132
Bull Harbor Capital
Maryland
$1.05M +$373K +1,675 +53%
TFO
1133
Tarbox Family Office
California
$1.04M – – –
KWM
1134
Kingsman Wealth Management
Florida
$1.04M -$1.56M -7,031 -59%
BAAM
1135
Baker Avenue Asset Management
California
$1.04M +$260K +1,169 +32%
AFS
1136
Aft Forsyth & Sober
Florida
$1.03M – – –
GWANC
1137
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M -$87.2K -392 -8%
SB
1138
Strategic Blueprint
Georgia
$1.02M -$22K -99 -2%
ADL
1139
Asset Dedication LLC
California
$1.02M -$26.9K -121 -3%
FHA
1140
Flagship Harbor Advisors
Massachusetts
$1.02M +$8.9K +40 +0.9%
HAIM
1141
Hunter Associates Investment Management
Pennsylvania
$1.01M -$20K -90 -2%
KMWM
1142
Keudell/Morrison Wealth Management
Oregon
$1.01M +$667 +3 +0.1%
MFA
1143
Mayflower Financial Advisors
Massachusetts
$1.01M +$222 +1 +0%
WAG
1144
Winthrop Advisory Group
Massachusetts
$1.01M +$105K +472 +11%
DWA
1145
Douglass Winthrop Advisors
New York
$1.01M +$16.2K +73 +2%
HFM
1146
Hartford Financial Management
Connecticut
$1.01M -$2.45K -11 -0.2%
HH
1147
Hilltop Holdings
Texas
$1.01M +$33.6K +151 +3%
SOS
1148
Silver Oak Securities
Tennessee
$1.01M +$137K +617 +15%
LCM
1149
LuminArx Capital Management
New York
$1M +$3.34M +15,000 New
APW
1150
Aventura Private Wealth
Florida
$1M +$48.3K +217 +5%
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