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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1501
Wealthquest
Ohio
$580K -$855 -4 -0.2%
BOPW
1502
Brandywine Oak Private Wealth
Pennsylvania
$579K -$214 -1 -0%
MPWT
1503
MassMutual Private Wealth & Trust
Connecticut
$579K -$200K -936 -30%
AIC
1504
Archer Investment Corporation
Indiana
$579K +$4.71K +22 +1%
FTIS
1505
First Trust Investment Solutions
Florida
$577K +$473K +2,212 New
FC
1506
Forte Capital
New York
$576K +$116K +541 +32%
IWM
1507
Integris Wealth Management
California
$576K +$855 +4 +0.2%
BLC
1508
Brown, Lisle/Cummings
Rhode Island
$575K +$16K +75 +4%
AC
1509
Addison Capital
Pennsylvania
$574K +$5.99K +28 +1%
CAWM
1510
Capital Advisors Wealth Management
Washington
$574K +$8.13K +38 +2%
AWM
1511
Ameliora Wealth Management
Switzerland
$573K – – –
OFS
1512
OneAscent Financial Services
Alabama
$573K +$203K +951 +76%
CWP
1513
CFM Wealth Partners
Texas
$572K -$78.9K -369 -14%
NW
1514
NewEdge Wealth
Pennsylvania
$572K -$15.2K -71 -3%
BCG
1515
Breakwater Capital Group
New Jersey
$571K +$42.8K +200 +8%
EP
1516
Elkhorn Partners
Nebraska
$568K +$6.42K +30 +1%
AO
1517
Advisor OS
Illinois
$567K +$48.3K +226 +12%
CAM
1518
Cidel Asset Management
Ontario, Canada
$564K +$462K +2,162 New
AI
1519
Accredited Investors
Minnesota
$563K +$5.56K +26 +1%
CIG
1520
Cascade Investment Group
Colorado
$563K +$6.42K +30 +1%
FG
1521
Foster Group
Iowa
$563K – – –
CCC
1522
Chelsea Counsel Company
California
$563K -$53.5K -250 -10%
SA
1523
Skyline Advisors
Washington
$561K +$461K +2,154 New
MIC
1524
Meridian Investment Counsel
California
$560K -$11.8K -55 -2%
FNFDCM
1525
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$559K – – –
59 60
61
62 63