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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1526
Avidian Wealth Enterprises
Texas
$233K +$214K +917 New
BW
1527
Bison Wealth
Georgia
$230K -$35K -150 -14%
IP
1528
Intellectus Partners
California
$229K -$548K -2,349 -72%
GI
1529
Glovista Investments
New Jersey
$229K +$210K +900 New
NCM
1530
Neumann Capital Management
California
$229K +$210K +900 New
SNBOSD
1531
Security National Bank of So Dak
Iowa
$229K +$210K +901 New
FC
1532
FIC Capital
New York
$228K +$209K +895 New
RA
1533
RFG Advisory
Alabama
$224K +$203K +869 New
JFGLC
1534
Johnson Financial Group LLC (Colorado)
Colorado
$223K +$205K +878 New
BCM
1535
Boltwood Capital Management
California
$222K +$204K +874 New
AA
1536
Alesco Advisors
New York
$216K +$198K +848 New
RP
1537
Riverbridge Partners
Minnesota
$216K +$198K +849 New
PTC
1538
Petrus Trust Company
Texas
$215K +$197K +845 New
WIC
1539
Whitegate Investment Counselors
New Hampshire
$214K -$60.6K -260 -24%
HPIA
1540
Hamilton Point Investment Advisors
North Carolina
$213K +$195K +836 New
HWA
1541
Heritage Wealth Advisors
Virginia
$213K +$196K +839 New
SIA
1542
Starfire Investment Advisers
Michigan
$213K +$196K +839 New
PO
1543
Private Ocean
California
$212K -$2.1K -9 -1%
OFW
1544
Omnia Family Wealth
Florida
$212K – – –
JGIA
1545
Jackson Grant Investment Advisers
Connecticut
$212K +$233 +1 +0.1%
CIC
1546
Chilton Investment Company
Connecticut
$211K +$193K +830 New
PAMG
1547
Patton Albertson Miller Group
Tennessee
$210K +$189K +811 New
CA
1548
Continuum Advisory
Idaho
$210K +$193K +828 New
WI
1549
Wintrust Investments
Illinois
$210K +$193K +828 New
EI
1550
EDMP Inc
Florida
$209K +$191K +821 New
60 61
62
63 64