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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1376
Paragon Financial Partners
California
$276K – – –
HL
1377
HeadInvest LLC
Maine
$275K – – –
GCIA
1378
Gabelli & Co Investment Advisers
New York
$275K +$349K +2,275 New
BA
1379
Bridge Advisory
California
$274K -$15.3K -100 -4%
GFS
1380
GYL Financial Synergies
Connecticut
$274K +$21.8K +142 +7%
GSC
1381
G&S Capital
Colorado
$274K +$347K +2,260 New
WIA
1382
Westbourne Investment Advisors
Maryland
$273K +$346K +2,255 New
BW
1383
Bison Wealth
Georgia
$272K +$345K +2,251 New
OFS
1384
OneAscent Financial Services
Alabama
$271K -$24.7K -161 -7%
MCA
1385
Magnolia Capital Advisors
Mississippi
$271K -$13K -85 -4%
BBI
1386
Baxter Bros Inc
Connecticut
$270K -$3.83K -25 -1%
KW
1387
KWB Wealth
California
$269K -$6.9K -45 -2%
UFA
1388
US Financial Advisors
Massachusetts
$269K +$17.6K +115 +5%
SFO
1389
Stokes Family Office
Louisiana
$268K +$45.4K +296 +15%
RMCM
1390
Reynders McVeigh Capital Management
Massachusetts
$267K -$460 -3 -0.1%
CS
1391
Capital Square
Tennessee
$267K – – –
MIC
1392
Meridian Investment Counsel
California
$267K – – –
CWM
1393
Centric Wealth Management
Illinois
$266K -$767 -5 -0.2%
CCFP
1394
Charles Carroll Financial Partners
Massachusetts
$266K – – –
CCC
1395
Chelsea Counsel Company
California
$265K -$301K -1,965 -47%
PP
1396
Paloma Partners
Connecticut
$265K +$129K +841 +62%
AIC
1397
Archer Investment Corporation
Indiana
$264K +$176K +1,150 +112%
CCM
1398
Chickasaw Capital Management
Tennessee
$264K – – –
BC
1399
Belmont Capital
California
$264K +$334K +2,177 New
KA
1400
Keene & Associates
Texas
$263K -$14.6K -95 -4%
54 55
56
57 58