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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1526
BSW Wealth Partners
Colorado
$435K – – –
TCPWM
1527
Traverso Chambers Private Wealth Management
California
$434K – – –
NFGCM
1528
Norman Fields Gottscho Capital Management
New York
$431K – – –
CVM
1529
Cheviot Value Management
California
$429K -$10.9K -45 -2%
BIC
1530
Beach Investment Counsel
Pennsylvania
$429K – – –
LF
1531
Lee Financial
Texas
$429K +$72.5K +300 +20%
CCP
1532
Cardan Capital Partners
Colorado
$428K -$725 -3 -0.2%
PBO
1533
Peoples Bank (Ohio)
Ohio
$428K +$63.6K +263 +17%
BBI
1534
Baxter Bros Inc
Connecticut
$427K -$13.5K -56 -3%
CICI
1535
Capital Investment Counsel Inc
North Carolina
$427K – – –
NAS
1536
Nicolet Advisory Services
Wisconsin
$427K +$16.7K +69 +4%
REMPR
1537
Roof Eidam Maycock Peralta (REMP)
California
$426K – – –
KPW
1538
Kore Private Wealth
New York
$425K – – –
AC
1539
Addison Capital
Pennsylvania
$425K +$60.4K +250 +16%
OFG
1540
Oxford Financial Group
Indiana
$424K +$34.3K +142 +9%
LIA
1541
LBMC Investment Advisors
Tennessee
$424K +$45K +186 +12%
EN1L
1542
Engine No 1 LLC
California
$419K +$423K +1,748 New
OAM
1543
Oak Asset Management
California
$417K +$421K +1,740 New
CP
1544
Corbenic Partners
Pennsylvania
$416K +$15.7K +65 +4%
MIM
1545
MTM Investment Management
South Carolina
$415K +$145K +601 +53%
SWA
1546
Sutton Wealth Advisors
Florida
$415K +$1.45K +6 +0.3%
PFA
1547
Pinnacle Family Advisors
Missouri
$412K +$416K +1,721 New
PCP
1548
Proficio Capital Partners
Massachusetts
$411K +$1.45K +6 +0.4%
CAGAS
1549
Capital Advisory Group Advisory Services
Minnesota
$411K +$17.9K +74 +5%
WF
1550
Welch & Forbes
Massachusetts
$410K -$7.25K -30 -2%
60 61
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63 64