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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1151
Boston Trust Walden
Massachusetts
$779K – – –
CC
1152
Corsicana & Co
Texas
$778K – – –
MMPW
1153
Mitchell McLeod Pugh & Williams
Alabama
$776K -$7.18K -34 -0.9%
WP
1154
WealthShield Partners
North Carolina
$775K +$196K +926 +32%
MAG
1155
MRA Advisory Group
New Jersey
$774K +$99.3K +470 +14%
AIS
1156
AM Investment Strategies
Tennessee
$770K +$286K +1,353 +55%
FSC
1157
Full Sail Capital
Oklahoma
$769K +$21.1K +100 +3%
OIM
1158
Orca Investment Management
Oregon
$768K -$148K -701 -16%
AIM
1159
Acropolis Investment Management
Missouri
$767K +$58.5K +277 +8%
PFA
1160
Pure Financial Advisors
California
$766K +$5.07K +24 +0.6%
TSWM
1161
Triangle Securities Wealth Management
North Carolina
$763K +$42.7K +202 +6%
FFA
1162
Founders Financial Alliance
North Carolina
$761K +$63.4K +300 +9%
EN1L
1163
Engine No 1 LLC
California
$761K +$170K +805 +27%
CA
1164
Cambridge Advisors
Nebraska
$760K +$180K +850 +29%
PGWM
1165
Parisi Gray Wealth Management
New Jersey
$759K -$297K -1,405 -27%
WC
1166
Weil Company
California
$759K – – –
SP
1167
Symmetry Partners
Connecticut
$757K – – –
TWP
1168
Tempus Wealth Planning
California
$757K – – –
VBCG
1169
Valley Brook Capital Group
Pennsylvania
$757K – – –
CCFM
1170
Clear Creek Financial Management
Washington
$754K +$129K +611 +19%
GDP
1171
Great Diamond Partners
Maine
$753K +$12.7K +60 +2%
FT
1172
Fiduciary Trust
Massachusetts
$752K -$65.5K -310 -8%
PPW
1173
Pinnacle Private Wealth
Massachusetts
$752K +$789K +3,736 New
BI
1174
Ballast Inc
Kentucky
$751K +$115K +542 +17%
SRSA
1175
S.R. Schill & Associates
Washington
$750K -$110K -519 -12%
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