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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1401
Focused Wealth Management
New York
$499K +$1.69K +8 +0.3%
RP
1402
Rowlandmiller & Partners
Georgia
$497K +$112K +528 +27%
NB
1403
Northwest Bancshares
Pennsylvania
$497K -$9.93K -47 -2%
WP
1404
WMS Partners
Maryland
$497K -$8.66K -41 -2%
CIC
1405
Cornercap Investment Counsel
Georgia
$494K +$16.9K +80 +3%
NIM
1406
Northeast Investment Management
Massachusetts
$493K – – –
CPC
1407
Congress Park Capital
New York
$492K +$42K +199 +9%
MSFS
1408
Main Street Financial Solutions
Pennsylvania
$490K -$167K -792 -25%
NICM
1409
Neo Ivy Capital Management
New York
$490K +$514K +2,433 New
JCM
1410
Jag Capital Management
Missouri
$489K -$6.76K -32 -1%
IA
1411
Inspire Advisors
Idaho
$488K – – –
RMDI
1412
R.M. Davis Inc
Maine
$488K +$107K +505 +26%
BLC
1413
Brown, Lisle/Cummings
Rhode Island
$485K +$509K +2,411 New
BMO
1414
Beck Mack & Oliver
New York
$484K – – –
WCF
1415
West Coast Financial
California
$482K -$156K -740 -24%
SWM
1416
Soundmark Wealth Management
Washington
$482K -$113K -535 -18%
TWM
1417
TriaGen Wealth Management
California
$482K – – –
FIA
1418
Foundations Investment Advisors
Arizona
$482K +$41.2K +195 +10%
LCS
1419
Levin Capital Strategies
New York
$482K +$506K +2,394 New
CWS
1420
Confluence Wealth Services
Pennsylvania
$482K +$506K +2,396 New
PIC
1421
Portland Investment Counsel
Ontario, Canada
$479K – – –
CAG
1422
Crestwood Advisors Group
Massachusetts
$479K +$36.8K +174 +8%
WPC
1423
Wedmont Private Capital
Pennsylvania
$479K +$452K +2,138 New
JWA
1424
JFS Wealth Advisors
Pennsylvania
$478K -$124K -587 -20%
RCM
1425
RB Capital Management
Nevada
$478K -$4.01K -19 -0.8%
55 56
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58 59