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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1226
OneDigital Investment Advisors
Kansas
$1.04M +$30.2K +86 +3%
PO
1227
Private Ocean
California
$1.04M -$153K -436 -14%
ST
1228
Spinnaker Trust
Maine
$1.03M +$85.7K +244 +10%
OAM
1229
Oak Asset Management
California
$1.02M -$8.78K -25 -0.9%
LWM
1230
Lyons Wealth Management
Florida
$1.02M -$36.2K -103 -4%
CC
1231
Cannell & Co
New York
$1.02M – – –
MIM
1232
Marco Investment Management
Georgia
$1.02M +$3.86K +11 +0.4%
HA
1233
Halsey Associates
Connecticut
$1.02M +$141K +400 +17%
AFC
1234
AFT Forsyth & Company
Florida
$1.02M – – –
GRP
1235
Global Retirement Partners
California
$1.02M +$139K +397 +17%
BCM
1236
Beck Capital Management
Texas
$1.02M +$222K +632 +30%
MMPW
1237
Mitchell McLeod Pugh & Williams
Alabama
$1.01M -$96.3K -274 -9%
UAS
1238
United Asset Strategies
New York
$1.01M +$351 +1 +0%
JMFC
1239
J.M. Forbes & Co
Massachusetts
$1.01M -$3.51K -10 -0.4%
WPC
1240
White Pine Capital
Minnesota
$1.01M – – –
PCM
1241
Penserra Capital Management
California
$1M -$1.48M -4,226 -61%
BAM
1242
Berkshire Asset Management
Pennsylvania
$998K +$155K +440 +20%
CAAS
1243
Capital Asset Advisory Services
Michigan
$997K – – –
RIA
1244
Regal Investment Advisors
Michigan
$997K +$363K +1,034 +63%
GWS
1245
Glassman Wealth Services
Virginia
$994K +$21.8K +62 +2%
SC
1246
Sawyer & Company
Massachusetts
$993K – – –
CFA
1247
Carroll Financial Associates
North Carolina
$987K +$2.46K +7 +0.3%
BFA
1248
Beaumont Financial Advisors
Massachusetts
$981K – – –
FIM
1249
Frontier Investment Management
Texas
$980K -$28.8K -82 -3%
JCM
1250
Janney Capital Management
Pennsylvania
$978K -$3.86K -11 -0.4%
48 49
50
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