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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1476
Obermeyer Wealth Partners
Colorado
$329K +$334K +1,930 New
WPW
1477
Waldron Private Wealth
Pennsylvania
$327K -$1.38M -7,958 -81%
BWM
1478
Bulltick Wealth Management
Florida
$327K -$13.8K -80 -4%
RDWM
1479
Red Door Wealth Management
Tennessee
$326K +$331K +1,913 New
SIM
1480
Sentry Investment Management
Wisconsin
$326K -$121K -701 -23%
CCFCSB
1481
Cape Cod Five Cents Savings Bank
Massachusetts
$326K – – –
OIC
1482
Orion Investment Company
Missouri
$325K – – –
FSC
1483
Full Sail Capital
Oklahoma
$324K -$6.06K -35 -2%
PPW
1484
Pasadena Private Wealth
California
$323K – – –
AIA
1485
Allied Investment Advisors
Montana
$321K -$9.69K -56 -3%
IIC
1486
Ironwood Investment Counsel
Arizona
$321K +$14K +81 +4%
LWL
1487
Leo Wealth LLC
Texas
$321K -$1.9K -11 -0.6%
PWAM
1488
Private Wealth Asset Management
Iowa
$320K +$325K +1,879 New
CIC
1489
Carnegie Investment Counsel
Ohio
$320K -$406K -2,348 -51%
GLA
1490
Great Lakes Advisors
Illinois
$319K -$17.3K -100 -5%
PCP
1491
Proficio Capital Partners
Massachusetts
$319K +$37.2K +215 +13%
TPI
1492
Trust Point Inc
Wisconsin
$318K -$58.9K -340 -15%
SPI
1493
Strategic Planning Inc
Ohio
$317K +$321K +1,856 New
COCM
1494
Charter Oak Capital Management
New Hampshire
$316K -$14.4K -83 -4%
PFP
1495
Paragon Financial Partners
California
$316K – – –
SSW
1496
Stone Summit Wealth
Florida
$316K – – –
MPPW
1497
Mitchell & Pahl Private Wealth
Oklahoma
$315K – – –
LIM
1498
Leavell Investment Management
Alabama
$315K -$72K -416 -18%
OC
1499
Optima Capital
Oregon
$314K +$50K +289 +19%
KW
1500
KWB Wealth
California
$313K +$306K +1,769 New
58 59
60
61 62