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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1126
Fortitude Advisory Group
Washington
$497K -$51.9K -352 -9%
PAS
1127
Professional Advisory Services
Florida
$497K – – –
QPBE
1128
Quintet Private Bank (Europe)
Luxembourg
$496K +$347K +2,350 New
FFM
1129
Forum Financial Management
Illinois
$495K -$147K -997 -22%
SCI
1130
S&CO Inc
Massachusetts
$494K – – –
RIA
1131
Richwood Investment Advisors
Ohio
$494K +$23.6K +160 +5%
WWA
1132
WC Walker & Associates
California
$493K – – –
DLA
1133
Douglas Lane & Associates
New York
$492K -$5.16K -35 -1%
BP
1134
Ballentine Partners
Massachusetts
$492K +$2.21K +15 +0.4%
AC
1135
Abbrea Capital
California
$491K -$55.3K -375 -9%
NAM
1136
NTV Asset Management
West Virginia
$491K -$7.38K -50 -1%
CRC
1137
Curi RMB Capital
Illinois
$490K -$270K -1,828 -34%
MWC
1138
MBM Wealth Consultants
Missouri
$490K -$117K -795 -18%
CA
1139
CoreCap Advisors
Michigan
$490K -$6.34K -43 -1%
MSU
1140
Mizuho Securities USA
New York
$490K – – –
VBCG
1141
Valley Brook Capital Group
Pennsylvania
$490K – – –
SIG
1142
Stonegate Investment Group
Alabama
$488K -$25.3M -171,652 -98%
AIM
1143
Acropolis Investment Management
Missouri
$488K -$35K -237 -6%
NCM
1144
NCM Capital Management
New Jersey
$488K -$14.8K -100 -3%
TSWM
1145
Triangle Securities Wealth Management
North Carolina
$487K -$21.1K -143 -4%
DMBA
1146
Deseret Mutual Benefit Administrators
Utah
$487K +$44.4K +301 +9%
RI
1147
Ridgewood Investments
New Jersey
$486K +$157K +1,061 +43%
KMWM
1148
Keudell/Morrison Wealth Management
Oregon
$485K -$2.51K -17 -0.5%
LW
1149
Linscomb Wealth
Texas
$484K -$278K -1,882 -35%
BFS
1150
Bradley Foster & Sargent
Connecticut
$484K -$137K -927 -21%
44 45
46
47 48