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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1351
Certuity
Florida
$567K +$12.9K +62 +2%
WP
1352
WealthSpring Partners
California
$566K +$124K +596 +29%
RFN
1353
RDA Financial Network
Iowa
$566K +$6.65K +32 +1%
SG
1354
StoneX Group
New York
$565K -$33K -159 -6%
WA
1355
Waddell & Associates
Tennessee
$564K +$272K +1,308 +96%
RZH
1356
Relyea Zuckerberg Hanson
Connecticut
$563K +$5.4K +26 +1%
SW
1357
SlateStone Wealth
Florida
$563K -$3.74K -18 -0.7%
WF
1358
Welch & Forbes
Massachusetts
$561K -$29.5K -142 -5%
CF
1359
Cantor Fitzgerald
New York
$560K +$551K +2,654 New
SWA
1360
SOA Wealth Advisors
New York
$560K -$39.7K -191 -7%
EE
1361
EWG Elevate
California
$559K +$41.8K +201 +8%
WAM
1362
WNY Asset Management
New York
$559K +$270K +1,302 +97%
JMFC
1363
J.M. Forbes & Co
Massachusetts
$557K +$208 +1 +0%
AFA
1364
American Financial Advisors
Georgia
$550K -$20.8K -100 -4%
NERM
1365
New England Research & Management
Illinois
$550K -$2.08K -10 -0.4%
OIA
1366
Optimum Investment Advisors
Illinois
$549K – – –
RG
1367
Rathbones Group
United Kingdom
$547K -$254K -1,225 -32%
PP
1368
PDS Planning
Ohio
$547K +$37.4K +180 +7%
HAG
1369
HF Advisory Group
Maryland
$547K -$63.4K -305 -11%
BCM
1370
Bourgeon Capital Management
Connecticut
$546K – – –
FIB
1371
First Interstate Bank
Montana
$546K -$16.8K -81 -3%
MIC
1372
Maxi Investments CY
Cyprus
$544K – – –
LWM
1373
Lodestone Wealth Management
Washington
$542K -$6.86K -33 -1%
CTA
1374
Colonial Trust Advisors
South Carolina
$542K +$415 +2 +0.1%
KIC
1375
Kensington Investment Counsel
California
$541K +$533K +2,564 New
53 54
55
56 57