BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1501
Brandywine Oak Private Wealth
Pennsylvania
$579K -$214 -1 -0%
MPWT
1502
MassMutual Private Wealth & Trust
Connecticut
$579K -$200K -936 -30%
AIC
1503
Archer Investment Corporation
Indiana
$579K +$4.71K +22 +1%
FTIS
1504
First Trust Investment Solutions
Florida
$577K +$473K +2,212 New
FC
1505
Forte Capital
New York
$576K +$116K +541 +32%
IWM
1506
Integris Wealth Management
California
$576K +$855 +4 +0.2%
BLC
1507
Brown, Lisle/Cummings
Rhode Island
$575K +$16K +75 +4%
AC
1508
Addison Capital
Pennsylvania
$574K +$5.99K +28 +1%
CAWM
1509
Capital Advisors Wealth Management
Washington
$574K +$8.13K +38 +2%
AWM
1510
Ameliora Wealth Management
Switzerland
$573K – – –
OFS
1511
OneAscent Financial Services
Alabama
$573K +$203K +951 +76%
CWP
1512
CFM Wealth Partners
Texas
$572K -$78.9K -369 -14%
NW
1513
NewEdge Wealth
Pennsylvania
$572K -$15.2K -71 -3%
BCG
1514
Breakwater Capital Group
New Jersey
$571K +$42.8K +200 +8%
EP
1515
Elkhorn Partners
Nebraska
$568K +$6.42K +30 +1%
AO
1516
Advisor OS
Illinois
$567K +$48.3K +226 +12%
CAM
1517
Cidel Asset Management
Ontario, Canada
$564K +$462K +2,162 New
AI
1518
Accredited Investors
Minnesota
$563K +$5.56K +26 +1%
CIG
1519
Cascade Investment Group
Colorado
$563K +$6.42K +30 +1%
FG
1520
Foster Group
Iowa
$563K – – –
CCC
1521
Chelsea Counsel Company
California
$563K -$53.5K -250 -10%
SA
1522
Skyline Advisors
Washington
$561K +$461K +2,154 New
MIC
1523
Meridian Investment Counsel
California
$560K -$11.8K -55 -2%
FNFDCM
1524
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$559K – – –
APWM
1525
Atlas Private Wealth Management
New York
$558K +$29.9K +140 +7%
59 60
61
62 63