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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1126
Clear Harbor Asset Management
Connecticut
$910K -$2.42K -10 -0.3%
MWM
1127
Mattern Wealth Management
Kansas
$909K -$81.2K -336 -7%
OPS
1128
Orion Portfolio Solutions
Nebraska
$905K +$4.83K +20 +0.5%
CC
1129
Corsicana & Co
Texas
$905K +$914K +3,779 New
WC
1130
Weil Company
California
$903K -$242 -1 -0%
SP
1131
Symmetry Partners
Connecticut
$901K – – –
VBCG
1132
Valley Brook Capital Group
Pennsylvania
$901K +$26.6K +110 +3%
OIM
1133
Oder Investment Management
California
$901K +$42.5K +176 +5%
PFA
1134
Pure Financial Advisors
California
$896K -$33.6K -139 -4%
MIM
1135
Moseley Investment Management
Florida
$893K +$59K +244 +7%
GFG
1136
Greystone Financial Group
Michigan
$891K +$45.9K +190 +5%
CWM
1137
Connecticut Wealth Management
Connecticut
$890K -$116K -478 -11%
SF
1138
Summit Financial
New Jersey
$888K +$896K +3,708 New
B
1139
Bellecapital
Switzerland
$888K -$113K -466 -11%
FAG
1140
Financial Advisory Group
Texas
$888K -$33.8K -140 -4%
SCM
1141
Southport Capital Management
Tennessee
$884K -$40.4K -167 -4%
FSC
1142
Full Sail Capital
Oklahoma
$883K -$7.25K -30 -0.8%
TWP
1143
Tempus Wealth Planning
California
$883K +$429K +1,776 +93%
MMA
1144
Miracle Mile Advisors
California
$882K -$884K -3,656 -50%
GDP
1145
Great Diamond Partners
Maine
$882K +$7.74K +32 +0.9%
FFC
1146
First Financial Corp
Indiana
$881K -$40.1K -166 -4%
SCP
1147
Sandhill Capital Partners
New York
$881K +$137K +567 +18%
WA
1148
WealthTrust Axiom
Pennsylvania
$878K -$9.67K -40 -1%
BPM
1149
Bowling Portfolio Management
Ohio
$878K +$10.4K +43 +1%
FBC
1150
Fairfield, Bush & Co
Connecticut
$876K +$150K +620 +20%
44 45
46
47 48