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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
1376
Sumitomo Mitsui Financial Group
Japan
$735K +$585K +1,665 +497%
BWA
1377
BDO Wealth Advisors
Florida
$731K -$7.73K -22 -1%
TSW
1378
Thompson Siegel & Walmsley
Virginia
$731K – – –
MCM
1379
Maple Capital Management
Vermont
$728K -$21.1K -60 -3%
HAC
1380
Harbor Advisory Corp
New Hampshire
$723K – – –
SWM
1381
SVA Wealth Management
Wisconsin
$722K +$30.2K +86 +5%
BCM
1382
Breiter Capital Management
Florida
$717K -$43.6K -124 -6%
WP
1383
WealthShield Partners
North Carolina
$716K -$6.68M -19,027 -91%
PFA
1384
Pathway Financial Advisors
Vermont
$715K -$8.78K -25 -1%
WAAG
1385
Wealth Alliance Advisory Group
Kansas
$714K +$28.1K +80 +4%
NAM
1386
NorthCoast Asset Management
Connecticut
$712K -$69.6K -198 -9%
RGIA
1387
Rainier Group Investment Advisory
Washington
$712K +$2.46K +7 +0.4%
BCA
1388
Berman Capital Advisors
Georgia
$712K +$39K +111 +6%
SFP
1389
Shepherd Financial Partners
Massachusetts
$711K – – –
BEAM
1390
Baker Ellis Asset Management
Washington
$710K -$7.03K -20 -1%
AAS
1391
Annex Advisory Services
Wisconsin
$708K -$19.7K -56 -3%
ACC
1392
Accident Compensation Corp
New Zealand
$707K +$246K +700 +58%
TBA
1393
Tower Bridge Advisors
Pennsylvania
$707K – – –
CSM
1394
CAMG Solamere Management
North Carolina
$705K -$454K -1,293 -41%
QCG
1395
Quadrant Capital Group
Ohio
$705K +$13.7K +39 +2%
BIC
1396
Beach Investment Counsel
Pennsylvania
$704K – – –
BRWM
1397
B. Riley Wealth Management
Tennessee
$704K +$665K +1,892 New
RWM
1398
Ritholtz Wealth Management
New York
$698K -$36.5K -104 -5%
PV
1399
Private Vista
Illinois
$698K +$4.22K +12 +0.6%
MIC
1400
Meridian Investment Counsel
California
$697K – – –
54 55
56
57 58