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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1526
Aureus Asset Management
Massachusetts
$293K – – –
WC
1527
Waterloo Capital
Texas
$293K +$103K +579 +56%
AWM
1528
Accel Wealth Management
Iowa
$292K -$11.1K -62 -4%
NEWAS
1529
N.E.W. Advisory Services
Wisconsin
$292K -$86.4K -485 -23%
JC
1530
JB Capital
Connecticut
$292K +$6.59K +37 +2%
NCM
1531
Novare Capital Management
North Carolina
$291K -$8.91K -50 -3%
AI
1532
Accredited Investors
Minnesota
$290K -$131K -737 -32%
FFO
1533
Fortitude Family Office
Arizona
$289K – – –
PCM
1534
Presidio Capital Management
California
$289K -$49.6K -278 -15%
MWA
1535
Midland Wealth Advisors
Illinois
$289K +$283K +1,588 New
GCA
1536
Gradient Capital Advisors
California
$289K -$27.1K -152 -9%
MIM
1537
Marco Investment Management
Georgia
$288K -$62.7K -352 -18%
OPTFSNA
1538
Old Point Trust & Financial Services N A
Virginia
$288K -$69.5K -390 -20%
NG
1539
Norden Group
Utah
$288K +$282K +1,581 New
GLLW
1540
Graves Light Lenhart Wealth
Virginia
$287K – – –
BFS
1541
Bradley Foster & Sargent
Connecticut
$286K -$637K -3,575 -69%
ISWM
1542
Independent Solutions Wealth Management
New York
$286K -$199K -1,115 -42%
WIA
1543
World Investment Advisors
California
$285K +$279K +1,567 New
PTC
1544
Philadelphia Trust Company
Pennsylvania
$285K – – –
PMG
1545
ProVise Management Group
Florida
$285K – – –
BFA
1546
Beaumont Financial Advisors
Massachusetts
$283K -$6.42K -36 -2%
CMA
1547
Cedar Mountain Advisors
Oregon
$282K +$45.1K +253 +20%
MIC
1548
Meridian Investment Counsel
California
$282K – – –
OPWM
1549
Oxinas Partners Wealth Management
Indiana
$281K – – –
AL
1550
ADE LLC
Maryland
$280K +$11.6K +65 +4%
60 61
62
63 64