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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1226
Caldwell Investment Management
Ontario, Canada
$517K +$519K +3,000 New
GWM
1227
GK Wealth Management
Nevada
$517K +$21.5K +124 +4%
BTW
1228
Boston Trust Walden
Massachusetts
$516K – – –
LF
1229
Lantz Financial
Illinois
$516K +$6.06K +35 +1%
TPCW
1230
TD Private Client Wealth
New York
$515K +$37.7K +218 +8%
MA
1231
MKT Advisors
California
$514K -$173 -1 -0%
GC
1232
Grimes & Company
Massachusetts
$514K -$148K -855 -22%
CA
1233
Capital Advantage
California
$511K – – –
CCB
1234
Country Club Bank
Missouri
$510K -$13K -75 -2%
RCI
1235
RS Crum Inc
California
$510K – – –
SXL
1236
Summit X LLC
Missouri
$508K -$22.8K -132 -4%
LWM
1237
Lodestone Wealth Management
Washington
$507K +$4.33K +25 +0.8%
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$506K +$22.2K +128 +5%
SWA
1239
SFMG Wealth Advisors
Texas
$505K +$21.3K +123 +4%
OWCM
1240
One Wealth Capital Management
Arizona
$504K +$247K +1,428 +94%
BHC
1241
Bowen Hanes & Co
Florida
$503K – – –
LA
1242
LM Advisors
California
$502K -$31K -179 -6%
RA
1243
Rise Advisors
New York
$501K +$17.7K +102 +4%
VC
1244
Vestor Capital
Illinois
$500K +$21.3K +123 +4%
RC
1245
Roundview Capital
New Jersey
$499K -$28.7K -166 -5%
AWA
1246
Aaron Wealth Advisors
Illinois
$498K +$29.9K +173 +6%
ALC
1247
Alexander Labrunerie & Co
Missouri
$497K +$77.2K +446 +18%
SWM
1248
Silverlake Wealth Management
Vermont
$496K -$18.3K -106 -4%
AB
1249
ANB Bank
Colorado
$496K -$13.5K -78 -3%
MHIC
1250
Marble Harbor Investment Counsel
Massachusetts
$495K -$199K -1,150 -28%
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