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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1276
Abbrea Capital
California
$556K -$961 -5 -0.2%
CA
1277
Crumly & Associates
Illinois
$556K +$240K +1,248 +86%
VIM
1278
Vista Investment Management
Pennsylvania
$554K -$103K -538 -17%
PCM
1279
Prelude Capital Management
New York
$553K +$497K +2,584 New
SRC
1280
Sage Rhino Capital
California
$553K +$497K +2,584 New
CB
1281
Community Bank
New York
$549K -$192K -998 -28%
TWM
1282
Tradition Wealth Management
Minnesota
$549K +$493K +2,563 New
SRC
1283
Shufro Rose & Co
New York
$549K +$493K +2,567 New
CWA
1284
Capital Wealth Alliance
Arizona
$548K -$10.4K -54 -2%
AFG
1285
Allegheny Financial Group
Pennsylvania
$546K +$490K +2,548 New
MPWT
1286
MassMutual Private Wealth & Trust
Connecticut
$545K -$32.9K -171 -6%
BAM
1287
Bellevue Asset Management
Washington
$543K -$37.5K -195 -7%
GWS
1288
Glassman Wealth Services
Virginia
$543K +$20.4K +106 +4%
BI
1289
Ballast Inc
Kentucky
$540K +$9.42K +49 +2%
TFF
1290
The Family Firm
Maryland
$540K +$42.5K +221 +9%
MFW
1291
Mosaic Family Wealth
Missouri
$538K -$23.5K -122 -5%
GA
1292
GoalVest Advisory
New York
$537K +$482K +2,510 New
HI
1293
Hudock Inc
Pennsylvania
$535K +$1.35K +7 +0.3%
CPA
1294
Capital Planning Advisors
California
$535K +$481K +2,501 New
MM
1295
Meridian Management
Arkansas
$534K – – –
MIC
1296
Means Investment Company
Maine
$534K +$487K +2,533 New
SWP
1297
Strategic Wealth Partners
Ohio
$532K -$8.84K -46 -2%
IIC
1298
Ironwood Investment Counsel
Arizona
$532K -$4.81K -25 -1%
IEFM
1299
IQ EQ Fund Management
Ireland
$532K -$4.23K -22 -0.9%
PCM
1300
Pointe Capital Management
Michigan
$532K +$478K +2,485 New
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