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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
1451
Banque Cantonale Vaudoise
Switzerland
$764K +$830K +2,345 New
WR
1452
Watson Rebecca
$764K +$830K +2,346 New
TW
1453
TrinityPoint Wealth
Connecticut
$760K – – –
RIG
1454
Roosevelt Investment Group
New York
$760K +$119K +335 +17%
WA
1455
Winfield Associates
Ohio
$759K – – –
SSWM
1456
Sheets Smith Wealth Management
North Carolina
$758K -$16.3K -46 -2%
EP
1457
Eudaimonia Partners
Tennessee
$755K +$821K +2,319 New
FPCP
1458
Fort Point Capital Partners
California
$753K -$195K -551 -19%
FI
1459
Financial Insights
Washington
$752K -$2.12K -6 -0.3%
VC
1460
Vicus Capital
Pennsylvania
$750K +$84.3K +238 +12%
WP
1461
WMS Partners
Maryland
$749K -$10.6K -30 -1%
OC
1462
Oakworth Capital
Alabama
$749K +$104K +295 +15%
PO
1463
Private Ocean
California
$745K -$130K -367 -14%
AB
1464
Atlas Brown
Kentucky
$745K +$125K +354 +18%
WANY
1465
Wealthspire Advisors (New York)
New York
$742K +$176K +496 +28%
AAM
1466
American Asset Management
Florida
$741K -$8.5K -24 -1%
GLLW
1467
Graves Light Lenhart Wealth
Virginia
$741K +$7.79K +22 +1%
SBSB
1468
Sullivan, Bruyette, Speros & Blaney
Virginia
$741K +$64.1K +181 +9%
PHAM
1469
Palisades Hudson Asset Management
Florida
$740K – – –
AIM
1470
Acropolis Investment Management
Missouri
$739K +$35K +99 +4%
OAM
1471
Oak Asset Management
California
$738K – – –
CICI
1472
Capital Investment Counsel Inc
North Carolina
$736K -$26.2K -74 -3%
XWM
1473
Xcel Wealth Management
Florida
$735K -$48.5K -137 -6%
PAA
1474
Peregrine Asset Advisers
Oregon
$731K -$73.6K -208 -8%
MWC
1475
MBM Wealth Consultants
Missouri
$731K +$35.4K +100 +5%
57 58
59
60 61