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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1351
Independence Bank of Kentucky
Kentucky
$699K +$465K +2,092 +184%
CHJWM
1352
Carlton Hofferkamp & Jenks Wealth Management
Texas
$696K -$50.9K -229 -6%
VCM
1353
Versant Capital Management
Arizona
$696K -$91K -409 -11%
VA
1354
Valmark Advisers
Ohio
$693K -$11.8K -53 -2%
GAA
1355
Global Assets Advisory
Florida
$693K -$1.69M -7,612 -71%
AFM
1356
Abbot Financial Management
Massachusetts
$691K – – –
SCA
1357
Southern Capital Advisors
Tennessee
$689K +$667 +3 +0.1%
BWM
1358
BigSur Wealth Management
Florida
$688K -$334K -1,500 -32%
CA
1359
Crewe Advisors
Utah
$687K -$7.56K -34 -1%
SSA
1360
Shepherd Street Advisors
California
$687K -$288K -1,295 -29%
CA
1361
Claris Advisors
Missouri
$687K – – –
TPA
1362
Trivium Point Advisory
Connecticut
$686K +$146K +657 +26%
BFG
1363
Beto Financial Group
Idaho
$686K +$2.23K +10 +0.3%
GIM
1364
Goelzer Investment Management
Indiana
$684K -$20K -90 -3%
BFA
1365
Bragg Financial Advisors
North Carolina
$683K -$22.2K -100 -3%
SA
1366
Sovran Advisors
California
$683K -$8.68K -39 -1%
FAM
1367
Fulcrum Asset Management
United Kingdom
$681K +$706K +3,174 New
CCG
1368
Cypress Capital Group
Florida
$680K +$699K +3,142 New
KCM
1369
Kathmere Capital Management
Pennsylvania
$678K +$71.6K +322 +11%
MYAM
1370
Meiji Yasuda Asset Management
Japan
$678K -$51.2K -230 -7%
PPW
1371
Pasadena Private Wealth
California
$677K +$251K +1,130 +57%
PCP
1372
Proficio Capital Partners
Massachusetts
$676K +$694K +3,121 New
FWP
1373
Firethorn Wealth Partners
Georgia
$669K -$53.8K -242 -7%
PL
1374
Perpetual Ltd
Australia
$669K +$401K +1,801 +140%
MWM
1375
Mattern Wealth Management
Kansas
$669K +$340K +1,530 +98%
53 54
55
56 57