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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
1376
Bull Harbor Capital
Maryland
$630K +$721K +3,164 New
JWM
1377
Jessup Wealth Management
Ohio
$625K +$76.1K +334 +12%
GFG
1378
Greystone Financial Group
Michigan
$624K -$1.38M -6,050 -66%
GEA
1379
Glen Eagle Advisors
New Jersey
$624K +$135K +594 +23%
TF
1380
Trek Financial
Arizona
$619K +$40.1K +176 +6%
RMDI
1381
R.M. Davis Inc
Maine
$615K -$11.4K -50 -2%
RA
1382
Rise Advisors
New York
$615K +$228 +1 +0%
IVP
1383
Intrinsic Value Partners
Arizona
$614K – – –
HFM
1384
Harvest Fund Management
China
$613K +$648K +2,845 +1,200%
AWS
1385
Aspen Wealth Strategies
Colorado
$613K +$10.5K +46 +2%
NERM
1386
New England Research & Management
Illinois
$609K +$696K +3,058 New
CVA
1387
Central Valley Advisors
California
$601K +$199K +874 +41%
ACM
1388
Allred Capital Management
Texas
$600K +$455 +2 +0.1%
EB
1389
Exchange Bank
California
$599K – – –
FFM
1390
Forum Financial Management
Illinois
$596K -$836K -3,671 -55%
AG
1391
AlTi Global
New York
$595K +$352K +1,544 +107%
FWI
1392
Facet Wealth Inc
Maryland
$593K +$120K +528 +22%
HAG
1393
HF Advisory Group
Maryland
$591K +$15.7K +69 +2%
OL
1394
one8zero8 LLC
North Carolina
$591K -$114K -500 -14%
PWA
1395
Pitcairn Wealth Advisors
Pennsylvania
$589K – – –
SYBT
1396
Stock Yards Bank & Trust
Kentucky
$589K +$174K +766 +35%
ALC
1397
Alexander Labrunerie & Co
Missouri
$587K +$2.28K +10 +0.3%
PWA
1398
Primoris Wealth Advisors
Florida
$586K -$42.6K -187 -6%
SCA
1399
Sippican Capital Advisors
Massachusetts
$585K -$53.1K -233 -7%
CFGW
1400
Chancellor Financial Group WB
Pennsylvania
$585K +$265K +1,164 +66%
54 55
56
57 58