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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1501
Alera Investment Advisors
Illinois
$262K – – –
BLAM
1502
Bourne Lent Asset Management
New York
$262K – – –
BWM
1503
BigSur Wealth Management
Florida
$262K +$220K +1,430 New
BIA
1504
Bigelow Investment Advisors
Maine
$261K -$147K -958 -40%
FMW
1505
Farr Miller & Washington
District of Columbia
$261K -$61.3K -399 -22%
PCMC
1506
Paragon Capital Management (Colorado)
Colorado
$261K +$219K +1,423 New
HWA
1507
Heritage Wealth Advisors
Virginia
$259K +$21.2K +138 +11%
AWA
1508
Alaska Wealth Advisors
Alaska
$258K -$9.68K -63 -4%
TW
1509
Transform Wealth
Colorado
$258K +$216K +1,405 New
IFO
1510
Independent Family Office
New York
$257K – – –
MPIA
1511
Mountain Pacific Investment Advisers
Idaho
$257K +$215K +1,400 New
BST
1512
Bath Savings Trust
Maine
$255K -$20K -130 -9%
LF
1513
Lee Financial
Texas
$255K +$61.5K +400 +40%
CIP
1514
Convergence Investment Partners
Florida
$255K +$214K +1,390 New
ESBC
1515
E.S. Barr & Co
Kentucky
$254K – – –
ET
1516
Equitable Trust
Tennessee
$253K +$212K +1,381 New
MPW
1517
MA Private Wealth
California
$252K – – –
RG
1518
Retirement Group
California
$252K +$212K +1,376 New
CMANY
1519
Capital Management Associates (New York)
New York
$250K -$152K -990 -42%
BFG
1520
Bouchey Financial Group
New York
$250K +$1.54K +10 +0.7%
WCA
1521
Westover Capital Advisors
Delaware
$249K -$454K -2,955 -68%
PWM
1522
PBMares Wealth Management
Virginia
$249K -$13.5K -88 -6%
FFG
1523
Fortem Financial Group
California
$249K +$209K +1,360 New
I2I
1524
Insight 2811 Inc
Illinois
$248K -$4.61K -30 -2%
CA
1525
Capital Advantage
California
$248K +$208K +1,352 New
59 60
61
62 63