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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1526
SSI Investment Management
California
$438K -$222 -1 -0.1%
SFO
1527
Stokes Family Office
Louisiana
$438K +$26.2K +118 +7%
NAS
1528
Nicolet Advisory Services
Wisconsin
$437K -$86.2K -388 -18%
PCP
1529
Proficio Capital Partners
Massachusetts
$435K +$42.7K +192 +13%
HIP
1530
HUB Investment Partners
Texas
$433K -$168K -758 -31%
AL
1531
Aspiriant LLC
California
$433K – – –
PCTC
1532
Perkins Coie Trust Company
Washington
$433K – – –
CHP
1533
Cable Hill Partners
Oregon
$431K – – –
EHWM
1534
Eads & Heald Wealth Management
Georgia
$430K -$171K -771 -31%
MP
1535
McDonald Partners
Ohio
$429K -$11.3K -51 -3%
RWP
1536
RWA Wealth Partners
Massachusetts
$429K +$33.3K +150 +10%
CP
1537
Corbenic Partners
Pennsylvania
$426K +$22.2K +100 +6%
SEIA
1538
Signature Estate & Investment Advisors
California
$426K +$67.3K +303 +22%
TI
1539
Trexquant Investment
Connecticut
$425K -$4.08M -18,354 -92%
TA
1540
Trellis Advisors
Washington
$425K +$7.33K +33 +2%
KOC
1541
Koss-Olinger Consulting
Florida
$425K +$371K +1,668 New
BWM
1542
Benchmark Wealth Management
Connecticut
$424K – – –
WDG
1543
Wealth Dimensions Group
Ohio
$424K +$37.8K +170 +11%
MGIM
1544
M&G Investment Management
United Kingdom
$422K -$32K -144 -8%
JWA
1545
JFS Wealth Advisors
Pennsylvania
$422K -$22.2K -100 -6%
GAG
1546
GM Advisory Group
New York
$420K -$75.3K -339 -17%
SVCP
1547
Silicon Valley Capital Partners
California
$420K -$16.7K -75 -4%
AT
1548
Arden Trust
Delaware
$420K -$2K -9 -0.5%
MNG
1549
Manning & Napier Group
New York
$420K – – –
PA
1550
PSI Advisors
Florida
$419K -$246K -1,107 -40%
60 61
62
63 64