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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
1201
Syntax Research
Florida
$647K +$69.9K +340 +11%
DDPIC
1202
Deroy & Devereaux Private Investment Counsel
Michigan
$647K -$41.1K -200 -6%
PFPT
1203
Pinnacle Financial Partners (Tennessee)
Tennessee
$646K -$110K -536 -14%
PCG
1204
Prosperity Consulting Group
Maryland
$645K -$72.9K -355 -10%
HAG
1205
HF Advisory Group
Maryland
$643K +$65.8K +320 +11%
BW
1206
Bison Wealth
Georgia
$641K +$30K +146 +5%
SB
1207
Strategic Blueprint
Georgia
$641K +$5.34K +26 +0.8%
PK
1208
Pflug Koory
Nebraska
$640K -$37.6K -183 -5%
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
$638K +$97.2K +473 +17%
TCM
1210
Triumph Capital Management
Colorado
$638K +$692K +3,367 New
WIS
1211
Wright Investors Service
Connecticut
$638K -$21.6K -105 -3%
SG
1212
StoneX Group
New York
$637K -$3.49K -17 -0.5%
SIM
1213
Sentry Investment Management
Wisconsin
$634K +$64.1K +312 +10%
BBNB
1214
Baker Boyer National Bank
Washington
$633K – – –
IVP
1215
Intrinsic Value Partners
Arizona
$633K -$5.55K -27 -0.8%
VWM
1216
Venturi Wealth Management
Texas
$633K +$92.3K +449 +16%
DWA
1217
Douglass Winthrop Advisors
New York
$632K – – –
FA
1218
FDx Advisors
Illinois
$629K -$1.83M -8,926 -73%
FFA
1219
Founders Financial Alliance
North Carolina
$629K -$76K -370 -10%
LGWM
1220
Litman Gregory Wealth Management
California
$627K – – –
WGC
1221
Watts Gwilliam & Co
Arizona
$627K +$712K +3,466 New
NIC
1222
Northwest Investment Counselors
Oregon
$626K -$1.03K -5 -0.2%
CG
1223
Clarus Group
Texas
$625K -$205 -1 -0%
SC
1224
Sapient Capital
Indiana
$625K -$29.8M -144,967 -98%
CFG
1225
Cooper Financial Group
California
$625K -$637K -3,101 -49%
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