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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
1301
Droms Strauss Advisors
Missouri
$773K – – –
GAMC
1302
Garner Asset Management Corp
Texas
$771K +$36.5K +164 +5%
GDP
1303
Great Diamond Partners
Maine
$771K -$32K -144 -4%
CMTU
1304
Capital Markets Trading (UK)
United Kingdom
$769K -$60.7K -273 -7%
7WCP
1305
71 West Capital Partners
Massachusetts
$766K +$264K +1,187 +50%
FMN
1306
Financial Management Network
California
$765K – – –
ESB
1307
Essex Savings Bank
Connecticut
$765K -$12.9K -58 -2%
BSWM
1308
Boston Standard Wealth Management
Massachusetts
$764K – – –
LA
1309
Lakeside Advisors
Washington
$762K – – –
HA
1310
Huntleigh Advisors
Missouri
$761K +$557K +2,502 +247%
KNW
1311
Kesler Norman & Wride
Utah
$760K +$2K +9 +0.3%
HL
1312
HeadInvest LLC
Maine
$760K +$2.23K +10 +0.3%
GEA
1313
Glen Eagle Advisors
New Jersey
$759K +$82.3K +370 +12%
WIC
1314
Water Island Capital
New York
$758K -$831K -3,734 -52%
AWC
1315
Abundance Wealth Counselors
Pennsylvania
$757K +$178K +799 +30%
CIA
1316
Citadel Investment Advisory
Ohio
$757K – – –
KP
1317
Keel Point
Alabama
$756K +$24.7K +111 +3%
QIM
1318
Quest Investment Management
Oregon
$755K +$8.9K +40 +1%
CI
1319
Conning Inc
Connecticut
$755K – – –
PWP
1320
Perfromance Wealth Partners
Illinois
$754K +$4.45K +20 +0.6%
IWP
1321
IAG Wealth Partners
Wisconsin
$750K -$3.78K -17 -0.5%
ACA
1322
Anchor Capital Advisors
Massachusetts
$750K -$17.8K -80 -2%
EIP
1323
Ellis Investment Partners
Pennsylvania
$747K -$7.34K -33 -0.9%
SAM
1324
S.A. Mason
Michigan
$746K -$228K -1,025 -23%
I2I
1325
Insight 2811 Inc
Illinois
$746K +$25.8K +116 +3%
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