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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
1476
Bank of the West
California
$778K +$22.6K +62 +3%
WIA
1477
Westbourne Investment Advisors
Maryland
$777K – – –
SG
1478
StoneX Group
New York
$777K +$35.7K +98 +5%
SBSB
1479
Sullivan, Bruyette, Speros & Blaney
Virginia
$776K +$104K +285 +15%
CVM
1480
Cheviot Value Management
California
$775K -$8.75K -24 -1%
SPC
1481
Stewart & Patten Company
California
$774K +$9.12K +25 +1%
AIA
1482
Alera Investment Advisors
Illinois
$774K +$9.85K +27 +1%
FI
1483
Financial Insights
Washington
$773K +$5.83K +16 +0.7%
AWA
1484
AmeriServ Wealth Advisors
Pennsylvania
$773K +$100K +275 +15%
SIMM
1485
Stillwater Investment Management (Minnesota)
Minnesota
$772K +$4.38K +12 +0.6%
SBA
1486
Secrest Blakey & Associates
North Carolina
$769K -$23.3K -64 -3%
GCA
1487
Gradient Capital Advisors
California
$766K +$111K +305 +17%
PFA
1488
Pathway Financial Advisors
Vermont
$764K – – –
LC
1489
Lindbrook Capital
California
$762K -$30.3K -83 -4%
SDAM
1490
Shulman DeMeo Asset Management
New York
$761K +$365 +1 +0%
RCM
1491
RB Capital Management
Nevada
$760K +$298K +817 +64%
CW
1492
CreativeOne Wealth
Kansas
$760K +$761K +2,087 New
AFNAS
1493
American Financial Network Advisory Services
California
$759K -$218K -598 -22%
MWC
1494
MBM Wealth Consultants
Missouri
$758K +$9.85K +27 +1%
PFA
1495
Pinnacle Family Advisors
Missouri
$753K +$37.2K +102 +5%
NHC
1496
Nicholas Hoffman & Company
Georgia
$750K +$12K +33 +2%
LC
1497
Lourd Capital
California
$749K +$27.7K +76 +4%
AF
1498
Aldebaran Financial
$745K -$547K -1,500 -42%
OWP
1499
Obermeyer Wealth Partners
Colorado
$742K -$17.9K -49 -2%
DHFB
1500
Dixon Hubard Feinour & Brown
Virginia
$741K -$3.65K -10 -0.5%
58 59
60
61 62