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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
1226
Brown Advisory Securities
Maryland
$662K -$11.2K -50 -2%
BPC
1227
Banque Pictet & Cie
Switzerland
$660K – – –
AC
1228
Apella Capital
Connecticut
$660K +$60.2K +270 +10%
SFWA
1229
Summit Financial Wealth Advisors
Louisiana
$659K – – –
SCI
1230
Stableford Capital II
Arizona
$659K +$4.01K +18 +0.6%
AFA
1231
American Financial Advisors
Georgia
$659K +$28.8K +129 +4%
AB
1232
Atlas Brown
Kentucky
$656K +$53.5K +240 +9%
EN1L
1233
Engine No 1 LLC
California
$654K +$273K +1,226 +70%
NCM
1234
Noesis Capital Mangement
Florida
$654K +$426K +1,910 +180%
ATPW
1235
Ashton Thomas Private Wealth
Arizona
$654K +$171K +765 +35%
ATC
1236
Adirondack Trust Company
New York
$652K -$1.78K -8 -0.3%
HPC
1237
HM Payson & Co
Maine
$652K – – –
LC
1238
LCNB Corp
Ohio
$651K +$44.6K +200 +7%
JWA
1239
JFS Wealth Advisors
Pennsylvania
$651K +$313K +1,403 +90%
SCM
1240
Southport Capital Management
Tennessee
$650K -$163K -732 -20%
GIP
1241
Greatmark Investment Partners
Georgia
$649K – – –
CA
1242
Cullinan Associates
Kentucky
$649K +$78.1K +350 +13%
SIC
1243
Samalin Investment Counsel
New York
$648K +$41K +184 +7%
NB
1244
Nicolet Bankshares
Wisconsin
$646K +$82.5K +370 +14%
TFA
1245
Toth Financial Advisory
Virginia
$645K -$26.1K -117 -4%
BWA
1246
Bordeaux Wealth Advisors
California
$645K +$2.23K +10 +0.3%
SWM
1247
Soundmark Wealth Management
Washington
$644K -$43.5K -195 -6%
OC
1248
Oakworth Capital
Alabama
$644K – – –
WP
1249
WealthShield Partners
North Carolina
$643K -$53.5K -240 -8%
CA
1250
Cambridge Advisors
Nebraska
$643K – – –
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