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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1176
Grandview Asset Management
Pennsylvania
$747K +$852K +3,895 New
FFA
1177
Fortune Financial Advisors
Kansas
$746K +$50.3K +230 +6%
LA
1178
Lakeside Advisors
Washington
$744K -$21.9K -100 -3%
CT
1179
Coastline Trust
Rhode Island
$741K -$103K -473 -11%
GAMC
1180
Garner Asset Management Corp
Texas
$741K +$3.94K +18 +0.5%
SP
1181
Symmetry Partners
Connecticut
$738K +$19.3K +88 +2%
SFO
1182
Stokes Family Office
Louisiana
$732K -$114K -522 -12%
BAM
1183
Byrne Asset Management
New Jersey
$732K – – –
CI
1184
Conning Inc
Connecticut
$730K -$8.75K -40 -1%
MHWM
1185
Montz Harcus Wealth Management
Louisiana
$728K +$1.75K +8 +0.2%
LWM
1186
Laidlaw Wealth Management
New York
$728K -$148K -678 -15%
NWM
1187
Northcape Wealth Management
New York
$728K -$17.5K -80 -2%
CA
1188
Carson Advisory
Georgia
$727K -$14.2K -65 -2%
BCM
1189
Boltwood Capital Management
California
$724K -$13.1K -60 -2%
PCG
1190
Prosperity Consulting Group
Maryland
$723K +$19.5K +89 +2%
RIA
1191
Regal Investment Advisors
Michigan
$723K -$56K -256 -6%
FCA
1192
FLC Capital Advisors
California
$722K -$50.5K -231 -6%
CIC
1193
Carnegie Investment Counsel
Ohio
$721K -$21.4K -98 -3%
EI
1194
Ethic Inc
New York
$721K +$59.5K +272 +8%
CMANY
1195
Capital Management Associates (New York)
New York
$719K +$79K +361 +11%
PWPS
1196
Pinnacle Wealth Planning Services
Ohio
$717K +$74.4K +340 +10%
GP
1197
Girard Partners
Pennsylvania
$713K -$18.8K -86 -2%
IF
1198
Intrua Financial
Texas
$713K -$8.75K -40 -1%
CIA
1199
Citadel Investment Advisory
Ohio
$710K – – –
MA
1200
MONECO Advisors
Connecticut
$709K +$19.7K +90 +2%
46 47
48
49 50