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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1251
Castleark Management
Illinois
$734K – – –
GCA
1252
Gallagher Capital Advisors
Texas
$733K +$65.2K +289 +2%
PHIC
1253
Pine Haven Investment Counsel
Massachusetts
$730K -$11.3K -50 -1%
QIM
1254
Quest Investment Management
Oregon
$729K +$13.5K +60 +2%
WAAG
1255
Wealth Alliance Advisory Group
Kansas
$727K -$6.76K -30 -0.9%
PWMG
1256
Pinnacle Wealth Management Group
Michigan
$725K -$6.76K -30 -0.9%
SW
1257
SVB Wealth
Massachusetts
$724K +$17.8K +79 +2%
CFS
1258
CRA Financial Services
New Jersey
$723K -$19.8K -88 -3%
AFM
1259
Abbot Financial Management
Massachusetts
$721K -$16.9K -75 -2%
LA
1260
Lakeside Advisors
Washington
$721K – – –
PFS
1261
Physicians Financial Services
North Carolina
$718K +$73.3K +325 +11%
CAG
1262
Crestwood Advisors Group
Massachusetts
$718K +$103K +458 +16%
CBTWT
1263
Community Bank & Trust (Waco, Texas)
Texas
$716K -$6.31K -28 -0.8%
WDG
1264
Wealth Dimensions Group
Ohio
$714K -$15.6K -69 -2%
FTUS
1265
Flow Traders U.S.
New York
$708K +$739K +3,279 New
DT
1266
Diversified Trust
Tennessee
$706K +$98.8K +438 +15%
BFA
1267
Bragg Financial Advisors
North Carolina
$704K +$42.8K +190 +6%
LA
1268
LexAurum Advisors
Kansas
$704K -$109K -482 -13%
SFA
1269
Souders Financial Advisors
Ohio
$700K -$8.12K -36 -1%
OWCM
1270
One Wealth Capital Management
Arizona
$699K +$103K +457 +16%
NFG
1271
Nadler Financial Group
Illinois
$698K +$221K +982 +44%
WA
1272
Waddell & Associates
Tennessee
$698K +$106K +471 +17%
CAAS
1273
Capital Asset Advisory Services
Michigan
$698K +$51.2K +227 +8%
VA
1274
Valmark Advisers
Ohio
$696K -$25.5K -113 -3%
TCM
1275
Tang Capital Management
California
$696K -$23.1M -102,437 -97%
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