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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1526
Leeward Financial Partners
Washington
$417K – – –
DOA
1527
D'Orazio & Associates
Virginia
$416K +$39.1K +188 +11%
LW
1528
Linscomb Wealth
Texas
$414K -$44.5K -214 -10%
LFA
1529
Laraway Financial Advisors
Minnesota
$413K -$20.8K -100 -5%
GWS
1530
Glassman Wealth Services
Virginia
$413K -$7.27K -35 -2%
WIA
1531
Westbourne Investment Advisors
Maryland
$413K -$50.9K -245 -11%
AP
1532
Appleton Partners
Massachusetts
$413K +$181K +873 +81%
SSW
1533
Stone Summit Wealth
Florida
$412K – – –
BCCM
1534
Bridge Creek Capital Management
Massachusetts
$411K – – –
APWM
1535
Atlas Private Wealth Management
New York
$411K +$26.6K +128 +7%
HT
1536
Headlands Technologies
Illinois
$410K +$403K +1,941 New
PWA
1537
Providence Wealth Advisors
Illinois
$409K – – –
OC
1538
Oakworth Capital
Alabama
$408K -$20.8K -100 -5%
WTA
1539
Washington Trust Advisors
Massachusetts
$406K +$32.6K +157 +9%
PSF
1540
Pacific Sun Financial
California
$406K +$397K +1,913 New
PMG
1541
Private Management Group
California
$406K -$35.5K -171 -8%
CA
1542
Calton & Associates
Florida
$406K +$123K +594 +45%
B
1543
Bellecapital
Switzerland
$405K -$128K -617 -24%
POIA
1544
Pin Oak Investment Advisors
Texas
$405K +$399K +1,920 New
AC
1545
Addison Capital
Pennsylvania
$404K +$50.1K +241 +14%
BA
1546
Birinyi Associates
Connecticut
$404K +$107K +514 +37%
KWS
1547
Keystone Wealth Services
California
$404K +$4.15K +20 +1%
OP
1548
ORG Partners
Indiana
$402K +$396K +1,907 New
AWM
1549
AllSquare Wealth Management
New York
$402K – – –
RBFC
1550
Roman Butler Fullerton & Co
Missouri
$402K – – –
60 61
62
63 64