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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1151
Cassaday & Co Wealth Management
Virginia
$943K +$314K +1,379 +41%
RIA
1152
Realta Investment Advisors
Delaware
$939K +$199K +875 +23%
LIA
1153
LBMC Investment Advisors
Tennessee
$938K – – –
SC
1154
SouthState Corp
Florida
$932K +$13.4K +59 +1%
PP
1155
PDS Planning
Ohio
$932K -$11.4K -50 -1%
HFM
1156
Hartford Financial Management
Connecticut
$932K -$26.2K -115 -2%
KMWM
1157
Keudell/Morrison Wealth Management
Oregon
$932K +$241K +1,060 +29%
BWM
1158
BigSur Wealth Management
Florida
$931K – – –
MFA
1159
Mayflower Financial Advisors
Massachusetts
$930K +$12.5K +55 +1%
EA
1160
Eclectic Associates
California
$927K +$34.2K +150 +3%
FHA
1161
Flagship Harbor Advisors
Massachusetts
$926K +$77.7K +341 +8%
ML
1162
Mayport LLC
Massachusetts
$924K +$1.06M +4,644 New
PWAM
1163
Pinnacle West Asset Management
Wyoming
$923K -$5.69K -25 -0.5%
PCM
1164
Permanent Capital Management
Illinois
$921K -$713K -3,132 -44%
DWA
1165
Douglass Winthrop Advisors
New York
$915K -$33.2K -146 -3%
WAM
1166
Wallington Asset Management
Indiana
$913K -$34.2K -150 -3%
PFS
1167
Physicians Financial Services
North Carolina
$909K +$271K +1,190 +35%
TGIA
1168
Torrey Growth & Income Advisors
California
$908K +$231K +1,015 +28%
FG
1169
Fiduciary Group
Georgia
$907K -$14.3K -63 -1%
RA
1170
Rockingstone Advisors
Massachusetts
$907K – – –
BWM
1171
BNC Wealth Management
Oregon
$906K -$13.7K -60 -1%
AC
1172
Avestar Capital
New York
$906K +$80.4K +353 +8%
AIC
1173
Archer Investment Corporation
Indiana
$905K – – –
HFO
1174
Heritage Family Offices
Arizona
$904K -$165K -724 -14%
NW
1175
Naviter Wealth
Arkansas
$903K +$33.5K +147 +3%
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