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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1326
Delta Financial Group
New Jersey
$551K +$7.89K +38 +1%
BCM
1327
Bourgeon Capital Management
Connecticut
$549K – – –
MIC
1328
Maxi Investments CY
Cyprus
$547K -$535K -2,575 -50%
FPCP
1329
Fort Point Capital Partners
California
$546K +$12.5K +60 +2%
MPI
1330
Mairs & Power Inc
Minnesota
$545K -$9.14K -44 -2%
CTA
1331
Colonial Trust Advisors
South Carolina
$545K -$4.16K -20 -0.8%
CAG
1332
Csenge Advisory Group
Florida
$544K -$37.6K -181 -7%
FBC
1333
Fairfield, Bush & Co
Connecticut
$544K +$106K +508 +25%
AFG
1334
Allegheny Financial Group
Pennsylvania
$544K -$10.6K -51 -2%
SIC
1335
Shoker Investment Counsel
Ohio
$544K – – –
B
1336
Bellecapital
Switzerland
$539K -$82.7K -398 -14%
AAIS
1337
ABN AMRO Investment Solutions
$536K +$524K +2,524 New
KFA
1338
Kapstone Financial Advisors
Ohio
$535K -$33K -159 -6%
RCM
1339
RB Capital Management
Nevada
$535K – – –
SWA
1340
Sax Wealth Advisors
New Jersey
$534K -$416 -2 -0.1%
CFA
1341
CWS Financial Advisors
Michigan
$534K +$115K +552 +28%
BFIC
1342
Bedell Frazier Investment Counselling
California
$533K -$28K -135 -5%
FCBT
1343
First Citizens Bank & Trust
North Carolina
$532K -$184K -885 -26%
ATC
1344
Adirondack Trust Company
New York
$531K – – –
CCC
1345
Chelsea Counsel Company
California
$529K – – –
SFO
1346
Stokes Family Office
Louisiana
$529K +$43K +207 +9%
SRAM
1347
Spouting Rock Asset Management
Pennsylvania
$528K +$517K +2,487 New
EWA
1348
Exencial Wealth Advisors
Oklahoma
$527K -$28.7K -138 -5%
SFG
1349
Summit Financial Group
West Virginia
$524K – – –
PCA
1350
Pallas Capital Advisors
Massachusetts
$523K -$2.7K -13 -0.5%
52 53
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