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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1301
Vestor Capital
Illinois
$818K -$25.2K -118 -4%
MC
1302
Machina Capital
France
$818K -$569K -2,659 -46%
IWA
1303
Icon Wealth Advisors
Texas
$813K +$667K +3,119 New
IIM
1304
InTrack Investment Management
Vermont
$813K +$667K +3,118 New
NJIM
1305
Nabity-Jensen Investment Management
Nebraska
$811K +$666K +3,112 New
CAP
1306
Columbia Advisory Partners
Washington
$807K -$191K -894 -22%
UBG
1307
United Bank (Georgia)
Georgia
$807K -$27.2K -127 -4%
CWM
1308
C2C Wealth Management
Arizona
$807K -$1.99M -9,319 -75%
DA
1309
Doliver Advisors
Texas
$806K -$49.8K -233 -7%
FBC
1310
Fairfield, Bush & Co
Connecticut
$804K -$74.9K -350 -10%
JAG
1311
Journey Advisory Group
Kentucky
$804K +$4.28K +20 +0.7%
FPCP
1312
Fort Point Capital Partners
California
$803K +$2.35K +11 +0.4%
DSC
1313
Duncker Streett & Co
Missouri
$803K +$214 +1 +0%
PSB
1314
Piscataqua Savings Bank
New Hampshire
$803K – – –
KCM
1315
Kornitzer Capital Management
Kansas
$802K +$11.1K +52 +2%
GIM
1316
Gold Investment Management
Alberta, Canada
$802K +$658K +3,077 New
LWMG
1317
Levy Wealth Management Group
Pennsylvania
$800K – – –
CHAM
1318
Clear Harbor Asset Management
Connecticut
$799K -$2.57K -12 -0.4%
PBK
1319
Peoples Bank (Kansas)
Kansas
$798K -$2.14K -10 -0.3%
CAG
1320
Crestwood Advisors Group
Massachusetts
$797K +$32.9K +154 +5%
GIP
1321
Greatmark Investment Partners
Georgia
$797K +$22.2K +104 +4%
JCM
1322
Janney Capital Management
Pennsylvania
$796K -$108K -507 -14%
PVH
1323
Psagot Value Holdings
Israel
$794K +$50K +234 +8%
EWS
1324
Eagle Wealth Strategies
New Jersey
$793K +$650K +3,040 New
SCI
1325
Stableford Capital II
Arizona
$788K -$148K -692 -16%
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