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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
1376
Portland Investment Counsel
Ontario, Canada
$578K +$575K +2,377 New
AWS
1377
AJ Wealth Strategies
New York
$576K – – –
BMO
1378
Beck Mack & Oliver
New York
$576K +$192K +794 +49%
BHB
1379
Bank Hapoalim BM
Israel
$575K -$36.7K -152 -6%
KW
1380
KWB Wealth
California
$575K – – –
CB
1381
Community Bank
New York
$574K -$27.3K -113 -5%
GWM
1382
Gray Wealth Management
Maine
$572K +$26.6K +110 +5%
CIC
1383
Cornercap Investment Counsel
Georgia
$569K -$80.7K -334 -12%
CAM
1384
CenterStar Asset Management
Illinois
$568K – – –
TWM
1385
TriaGen Wealth Management
California
$568K +$118K +490 +24%
RP
1386
Rowlandmiller & Partners
Georgia
$568K -$24.2K -100 -4%
CP
1387
Coho Partners
Pennsylvania
$566K – – –
LDFR
1388
Lehman & Derafelo Financial Resources
Pennsylvania
$566K – – –
CA
1389
Crumly & Associates
Illinois
$564K +$112K +462 +24%
QSS
1390
Quantitative Systematic Strategies
Florida
$563K -$1.33M -5,487 -70%
IWA
1391
Intercontinental Wealth Advisors
Texas
$563K +$28.3K +117 +5%
NCM
1392
Novare Capital Management
North Carolina
$561K +$218K +900 +62%
CT
1393
Columbia Trust
Oregon
$558K +$36.7K +152 +7%
CWA
1394
Capital Wealth Alliance
Arizona
$557K +$10.4K +43 +2%
FI
1395
Fosun International
China
$556K +$571K +2,360 New
FPS
1396
Fieldpoint Private Securities
Connecticut
$555K +$19.3K +80 +4%
NFP
1397
Novak Financial Planning
Maryland
$549K -$85.3K -353 -13%
AP
1398
Adero Partners
California
$548K +$27.3K +113 +5%
BCA
1399
Bay Colony Advisors
Massachusetts
$548K +$38.7K +160 +8%
BA
1400
Bridge Advisory
California
$547K -$49.3K -204 -8%
54 55
56
57 58