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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Silverlake Wealth Management
Vermont
$583K +$17.3K +97 +3%
ACM
1152
Allred Capital Management
Texas
$583K +$20.5K +115 +4%
PR
1153
Payden & Rygel
California
$582K – – –
PRIG
1154
Payden & Rygel Investment Group
California
$582K – – –
CFG
1155
Cooper Financial Group
California
$580K -$8.73K -49 -2%
EI
1156
Ethic Inc
New York
$579K -$451K -2,532 -44%
VC
1157
Vestor Capital
Illinois
$577K +$3.56K +20 +0.6%
SOAMC
1158
Spirit of America Management Corp
New York
$574K – – –
CA
1159
Cornerstone Advisory
Maryland
$572K -$42.1K -236 -7%
FNT
1160
First National Trust
Pennsylvania
$572K -$1.6K -9 -0.3%
CAG
1161
Crestwood Advisors Group
Massachusetts
$571K +$24.1K +135 +5%
SCM
1162
Sterneck Capital Management
Missouri
$569K +$4.46K +25 +0.8%
GPA
1163
Garrison Point Advisors
California
$568K -$19.3K -108 -3%
CG
1164
Clarus Group
Texas
$567K -$22.5K -126 -4%
OTL
1165
Oak Thistle LLC
New York
$566K +$555K +3,111 New
MCM
1166
Manchester Capital Management
Vermont
$565K -$2.67K -15 -0.5%
VDI
1167
Vaughan David Investments
Illinois
$564K -$53.5K -300 -9%
KCM
1168
Kornitzer Capital Management
Kansas
$562K -$5.53K -31 -1%
MYIA
1169
Mount Yale Investment Advisors
Colorado
$562K -$149K -837 -21%
WWP
1170
Walden Wealth Partners
Ohio
$561K – – –
GI
1171
Gradient Investments
Minnesota
$561K +$1.96K +11 +0.4%
DM
1172
Deerfield Management
New York
$560K +$173K +969 +46%
GIM
1173
Gold Investment Management
Alberta, Canada
$560K – – –
GIM
1174
Goelzer Investment Management
Indiana
$557K -$15.2K -85 -3%
HGERS
1175
Householder Group Estate & Retirement Specialist
Arizona
$556K +$58.6K +329 +12%
45 46
47
48 49