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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1476
Belmont Capital
California
$437K – – –
PWLP
1477
Prio Wealth Limited Partnership
Massachusetts
$437K -$3.28K -15 -0.7%
PP
1478
Patron Partners
Texas
$436K +$28.2K +129 +6%
NW
1479
NewEdge Wealth
Pennsylvania
$434K +$101K +463 +26%
SIAP
1480
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$433K +$103K +470 +26%
WTA
1481
Washington Trust Advisors
Massachusetts
$433K +$73.3K +335 +17%
SEIA
1482
Signature Estate & Investment Advisors
California
$433K +$56.7K +259 +13%
DWM
1483
Dorchester Wealth Management
Quebec, Canada
$432K – – –
KW
1484
KWB Wealth
California
$432K -$58.6K -268 -12%
BBI
1485
Baxter Bros Inc
Connecticut
$431K +$4.38K +20 +0.9%
CFA
1486
Cahill Financial Advisors
Minnesota
$430K +$21.2K +97 +5%
W
1487
Wealthquest
Ohio
$427K +$875 +4 +0.2%
PWM
1488
PBMares Wealth Management
Virginia
$426K – – –
BOPW
1489
Brandywine Oak Private Wealth
Pennsylvania
$426K -$107K -490 -18%
JCM
1490
Jag Capital Management
Missouri
$426K -$13.6K -62 -3%
AR
1491
Advisory Research
Illinois
$425K +$47.7K +218 +11%
C
1492
Certuity
Florida
$425K -$102K -466 -17%
FTWA
1493
Fifth Third Wealth Advisors
Ohio
$424K +$126K +574 +35%
IWM
1494
Integris Wealth Management
California
$422K +$7.22K +33 +2%
MIC
1495
Meridian Investment Counsel
California
$422K – – –
AWM
1496
Ameliora Wealth Management
Switzerland
$422K +$438K +2,000 +1,000%
AIC
1497
Archer Investment Corporation
Indiana
$421K +$9.41K +43 +2%
GD
1498
Grandfield & Dodd
New York
$421K +$1.53K +7 +0.3%
WP
1499
WMS Partners
Maryland
$421K -$14K -64 -3%
MIM
1500
Marco Investment Management
Georgia
$420K +$38.1K +174 +9%
58 59
60
61 62