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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
1526
Baltimore-Washington Financial Advisors
Maryland
$348K +$11.7K +61 +4%
LJAC
1527
L.J. Altfest & Co
New York
$347K -$570K -2,965 -65%
PMG
1528
ProVise Management Group
Florida
$347K +$8.07K +42 +3%
1W
1529
1776 Wealth
Georgia
$346K -$7.3K -38 -2%
GLLW
1530
Graves Light Lenhart Wealth
Virginia
$346K – – –
RTC
1531
Riverview Trust Company
Washington
$346K – – –
PFM
1532
Parsec Financial Management
North Carolina
$345K -$37.5K -195 -11%
SFO
1533
Stokes Family Office
Louisiana
$343K +$75K +390 +32%
CS
1534
Comerica Securities
Michigan
$342K +$307K +1,599 New
MA
1535
Modus Advisors
Minnesota
$341K -$769 -4 -0.3%
BFG
1536
Bouchey Financial Group
New York
$341K +$44.2K +230 +17%
HI
1537
Hoey Investments
Pennsylvania
$340K -$22.7K -118 -7%
VC
1538
Vicus Capital
Pennsylvania
$339K -$120K -626 -28%
ACA
1539
Aptus Capital Advisors
Alabama
$339K -$45.4K -236 -13%
HFG
1540
Heron Financial Group
New York
$338K +$7.69K +40 +3%
STB
1541
S&T Bank
Pennsylvania
$337K -$368K -1,912 -55%
EBSAM
1542
Eubel Brady & Suttman Asset Management
Ohio
$337K – – –
SPC
1543
Stewart & Patten Company
California
$337K – – –
RBFC
1544
Roman Butler Fullerton & Co
Missouri
$336K -$25.6K -133 -8%
SC
1545
Schulhoff & Co
Ohio
$336K – – –
CP
1546
Corbenic Partners
Pennsylvania
$336K +$63.4K +330 +27%
WCM
1547
Weld Capital Management
New York
$335K -$1.55M -8,062 -84%
UF
1548
Univest Financial
Pennsylvania
$335K – – –
CSPAM
1549
Cary Street Partners Asset Management
Virginia
$335K +$301K +1,567 New
WW
1550
Waterfront Wealth
Kansas
$335K +$301K +1,567 New
60 61
62
63 64