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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1451
Pinnacle Advisory Group
Maryland
$829K +$70K +192 +9%
BCM
1452
Birmingham Capital Management
Alabama
$829K +$283K +775 +52%
PHAM
1453
Palisades Hudson Asset Management
Florida
$827K -$59.4K -163 -7%
NB
1454
Nicolet Bankshares
Wisconsin
$826K +$132K +362 +19%
NFG
1455
Nations Financial Group
Iowa
$824K -$12.8K -35 -2%
CCFM
1456
Clear Creek Financial Management
Washington
$822K +$824K +2,259 New
CIM
1457
CenturyLink Investment Management
Colorado
$816K – – –
BOE
1458
Bank of Edwardsville
Illinois
$814K -$161K -442 -17%
MFS
1459
McNamara Financial Services
Massachusetts
$814K +$3.65K +10 +0.5%
MPPLM
1460
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$814K +$112K +306 +16%
WP
1461
WealthShield Partners
North Carolina
$805K +$48.5K +133 +6%
SWM
1462
Stockman Wealth Management
Montana
$802K +$4.38K +12 +0.5%
GLLW
1463
Graves Light Lenhart Wealth
Virginia
$802K +$136K +372 +20%
DWM
1464
Doyle Wealth Management
Florida
$801K -$310K -850 -28%
GLA
1465
Good Life Advisors
Pennsylvania
$801K -$108K -296 -12%
AAM
1466
American Asset Management
Florida
$798K +$27.7K +76 +4%
AIA
1467
Angeles Investment Advisors
California
$796K +$383K +1,050 +92%
LCAM
1468
London & Capital Asset Management
United Kingdom
$790K -$36.5K -100 -4%
AWM
1469
Affinity Wealth Management
Delaware
$788K -$139K -381 -15%
SIG
1470
Sargent Investment Group
Maryland
$788K – – –
QPWM
1471
Quadrant Private Wealth Management
Pennsylvania
$788K +$18.6K +51 +2%
MFW
1472
Mosaic Family Wealth
Missouri
$788K +$85K +233 +12%
BCM
1473
BBT Capital Management
Texas
$788K +$790K +2,166 New
WOC
1474
West Oak Capital
California
$782K – – –
GIM
1475
Groesbeck Investment Management
New Jersey
$779K +$2.19K +6 +0.3%
57 58
59
60 61