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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1551
Oxbow Advisors
Texas
$610K +$217K +612 +49%
LWS
1552
Lucia Wealth Services
California
$609K -$1.18M -3,338 -64%
NB
1553
Northwest Bancshares
Pennsylvania
$609K – – –
PWM
1554
Perigon Wealth Management
California
$608K -$19.1K -54 -3%
CA
1555
Cullinan Associates
Kentucky
$604K – – –
RMC
1556
Resources Management Corp
Connecticut
$604K +$10.6K +30 +2%
PV
1557
Private Vista
Illinois
$603K -$119K -336 -15%
MWM
1558
Minot Wealth Management
Massachusetts
$602K +$690K +1,948 New
RP
1559
Rowlandmiller & Partners
Georgia
$602K +$124K +350 +23%
RWM
1560
Ritholtz Wealth Management
New York
$601K +$68.7K +194 +12%
LWM
1561
Lyons Wealth Management
Florida
$598K -$46.7K -132 -7%
TMAM
1562
Tokio Marine Asset Management
Japan
$597K +$43.2K +122 +7%
RHP
1563
Royal Harbor Partners
Texas
$596K +$648K +1,830 New
AWA
1564
ARS Wealth Advisors
Florida
$595K -$417K -1,177 -39%
PCMC
1565
Paragon Capital Management (Colorado)
Colorado
$594K -$70.8K -200 -10%
HI
1566
HBK Investments
Texas
$592K -$2.14M -6,054 -77%
NCM
1567
Novare Capital Management
North Carolina
$588K +$12.4K +35 +2%
NFGCM
1568
Norman Fields Gottscho Capital Management
New York
$586K -$35.4K -100 -5%
VCM
1569
Vigilant Capital Management
Maine
$586K +$142K +400 +29%
AI
1570
Accredited Investors
Minnesota
$586K +$144K +406 +29%
GSC
1571
G&S Capital
Colorado
$585K -$5.66K -16 -0.9%
TFO
1572
Tarbox Family Office
California
$584K +$272K +768 +75%
BIC
1573
Beach Investment Counsel
Pennsylvania
$583K – – –
AF
1574
Alerus Financial
North Dakota
$582K -$1.05M -2,967 -62%
ACA
1575
Aptus Capital Advisors
Alabama
$582K +$198K +559 +45%
61 62
63
64 65