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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1251
Evergreen Capital Management
Washington
$1.34M -$211K -548 -14%
BEC
1252
Blue Edge Capital
Virginia
$1.33M +$603K +1,567 +81%
OIA
1253
OneDigital Investment Advisors
Kansas
$1.33M +$368K +955 +38%
NIM
1254
Northeast Investment Management
Massachusetts
$1.33M +$73.9K +192 +6%
CCM
1255
Chickasaw Capital Management
Tennessee
$1.33M – – –
GAM
1256
Grandview Asset Management
Pennsylvania
$1.33M +$307K +798 +30%
PFO
1257
Pathstone Family Office
New Jersey
$1.33M +$409K +1,062 +44%
AC
1258
Abbrea Capital
California
$1.33M +$60.8K +158 +5%
FWP
1259
FAS Wealth Partners
Kansas
$1.32M -$104K -269 -7%
FMWA
1260
Forvis Mazars Wealth Advisors
Missouri
$1.32M -$60.8K -158 -4%
NFC
1261
Northeast Financial Consultants
Connecticut
$1.32M +$1.33M +3,456 New
FNT
1262
First Nebraska Trust
Nebraska
$1.32M +$9.62K +25 +0.7%
DSA
1263
Droms Strauss Advisors
Missouri
$1.31M +$1.32M +3,432 New
CTA
1264
Colonial Trust Advisors
South Carolina
$1.31M +$94.3K +245 +8%
XWM
1265
Xcel Wealth Management
Florida
$1.3M +$112K +290 +9%
MIH
1266
Madison Investment Holdings
Wisconsin
$1.3M -$106K -275 -7%
LA
1267
Lau Associates
Delaware
$1.3M – – –
SSG
1268
Summit Securities Group
New York
$1.3M -$6.58M -17,100 -83%
FBFS
1269
First Business Financial Services
Wisconsin
$1.29M -$15K -39 -1%
FIM
1270
Frontier Investment Management
Texas
$1.29M +$139K +360 +12%
QAM
1271
QCI Asset Management
New York
$1.29M -$2.31K -6 -0.2%
PAM
1272
Palisade Asset Management
Minnesota
$1.28M – – –
ACM
1273
Advisors Capital Management
New Jersey
$1.28M -$461K -1,198 -27%
MIH
1274
Meitav Investment House
Israel
$1.28M +$1.29M +3,361 New
LRPA
1275
L. Roy Papp & Associates
Arizona
$1.27M -$194K -505 -13%
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