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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1376
Lyell Wealth Management
California
$471K -$801K -3,897 -61%
CNAM
1377
Campbell Newman Asset Management
Wisconsin
$471K -$2.67K -13 -0.5%
KIC
1378
Kensington Investment Counsel
California
$471K -$39.5K -192 -7%
COCM
1379
Charter Oak Capital Management
New Hampshire
$470K +$32.1K +156 +7%
JMFC
1380
J.M. Forbes & Co
Massachusetts
$470K – – –
TWM
1381
TriaGen Wealth Management
California
$470K +$103K +500 +26%
IF
1382
Ironwood Financial
Arizona
$470K – – –
SWMG
1383
Sanchez Wealth Management Group
Florida
$469K – – –
TPI
1384
Trust Point Inc
Wisconsin
$469K -$13.2K -64 -3%
LWL
1385
Leo Wealth LLC
Texas
$469K +$86.9K +423 +21%
BIC
1386
Beach Investment Counsel
Pennsylvania
$466K – – –
AFA
1387
American Financial Advisors
Georgia
$466K -$42.9K -209 -8%
EFG
1388
Embree Financial Group
Illinois
$466K -$78.5K -382 -14%
AC
1389
Abbrea Capital
California
$465K -$253K -1,232 -34%
GFPC
1390
Global Financial Private Client
Florida
$463K -$249K -1,213 -33%
NBT
1391
Northwest Bank & Trust
Iowa
$462K +$4.32K +21 +0.8%
BCMLT
1392
Beacon Capital Management LLC (Tennessee)
Tennessee
$462K +$22.6K +110 +5%
RFN
1393
RDA Financial Network
Iowa
$461K -$26.1K -127 -5%
GWANC
1394
Guardian Wealth Advisors (North Carolina)
North Carolina
$461K +$198K +964 +68%
BC
1395
Belmont Capital
California
$459K +$20.8K +101 +4%
AWM
1396
Avaii Wealth Management
Wisconsin
$459K -$322K -1,569 -40%
CC
1397
Callan Capital
California
$459K +$24.5K +119 +5%
MS
1398
Madden Securities
Texas
$457K -$1.58M -7,675 -76%
DFG
1399
Delta Financial Group
New Jersey
$456K -$8.84K -43 -2%
LRIA
1400
Leonard Rickey Investment Advisors
Washington
$455K +$205 +1 +0%
54 55
56
57 58