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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
1326
First National Bank of Omaha
Nebraska
$974K -$106K -300 -9%
BHTS
1327
Bar Harbor Trust Services
Maine
$973K +$1.06M +2,987 New
TIA
1328
Trust Investment Advisors
Indiana
$972K -$70.8K -200 -6%
RFA
1329
Reilly Financial Advisors
California
$972K +$436K +1,231 +70%
PMG
1330
ProVise Management Group
Florida
$966K -$125K -354 -11%
OAM
1331
Optimal Asset Management
California
$963K +$1.05M +2,956 New
APWM
1332
Atlas Private Wealth Management
New York
$963K +$1.05M +2,957 New
VFPI
1333
Vantage Financial Partners (Illinois)
Illinois
$961K +$1.04M +2,950 New
LF
1334
Lantz Financial
Illinois
$959K +$14.5K +41 +1%
BDS
1335
Banco de Sabadell
Florida
$957K -$585K -1,652 -36%
NSB
1336
Norway Savings Bank
Maine
$956K -$161K -454 -13%
WAAG
1337
Wealth Alliance Advisory Group
Kansas
$956K +$218K +616 +27%
WI
1338
Wintrust Investments
Illinois
$953K -$89.2K -252 -8%
PFM
1339
Parsec Financial Management
North Carolina
$953K +$289K +816 +39%
SAM
1340
SignalPoint Asset Management
Missouri
$952K +$2.48K +7 +0.2%
NERM
1341
New England Research & Management
Illinois
$951K -$147K -415 -12%
PFGIA
1342
Patriot Financial Group Insurance Agency
Massachusetts
$951K +$28.3K +80 +3%
HFBOT
1343
Home Federal Bank of Tennessee
Tennessee
$945K – – –
RG
1344
Rikoon Group
New Mexico
$942K +$2.12K +6 +0.2%
RWA
1345
River Wealth Advisors
Pennsylvania
$938K +$709K +2,003 +229%
CC
1346
Chicago Capital
Illinois
$933K – – –
BIM
1347
Baldwin Investment Management
Pennsylvania
$928K -$35.4K -100 -3%
I2I
1348
Insight 2811 Inc
Illinois
$928K +$44.3K +125 +5%
BRWM
1349
B. Riley Wealth Management
Tennessee
$927K -$25.8K -73 -3%
NFG
1350
Nations Financial Group
Iowa
$926K +$158K +445 +19%
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