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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
1151
Bank of the West
California
$510K +$44.1K +237 +10%
CTA
1152
Chesley Taft & Associates
Illinois
$507K +$93.1K +500 +24%
PAM
1153
Private Asset Management
California
$505K – – –
JIP
1154
Jaffetilchin Investment Partners
Florida
$504K +$475K +2,549 New
HA
1155
Halsey Associates
Connecticut
$503K -$1.31M -7,039 -73%
RI
1156
Ridgewood Investments
New Jersey
$502K -$8.01K -43 -2%
MFW
1157
Meristem Family Wealth
Minnesota
$500K – – –
STMM
1158
South Texas Money Management
Texas
$498K -$104K -559 -18%
CA
1159
Cambridge Advisors
Nebraska
$497K – – –
EAM
1160
Evanson Asset Management
California
$494K +$14.7K +79 +3%
PBO
1161
Peoples Bank (Ohio)
Ohio
$492K – – –
BA
1162
Bristlecone Advisors
Washington
$489K -$93.1K -500 -17%
AGA
1163
Accuvest Global Advisors
Utah
$487K -$3.35K -18 -0.7%
YIA
1164
YHB Investment Advisors
Connecticut
$486K – – –
CT
1165
Coastline Trust
Rhode Island
$482K -$5.58K -30 -1%
PP
1166
Patten & Patten
Tennessee
$482K +$109K +585 +32%
LA
1167
Legacy Advisors
Pennsylvania
$481K -$18.6K -100 -4%
LFAS
1168
Level Four Advisory Services
Texas
$479K -$3.91K -21 -0.8%
AC
1169
Abbrea Capital
California
$476K – – –
AWA
1170
Arete Wealth Advisors
Illinois
$475K +$1.68K +9 +0.4%
LTI
1171
Laffer Tengler Investments
Tennessee
$473K -$1.49K -8 -0.3%
GT
1172
Greenleaf Trust
Michigan
$472K -$84K -451 -16%
CGL
1173
Clarius Group LLC
Washington
$471K – – –
BIAS
1174
Beacon Investment Advisory Services
New Jersey
$470K -$33.5K -180 -7%
FWP
1175
FAS Wealth Partners
Kansas
$468K +$23.6K +127 +6%
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47
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