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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1551
Quantinno Capital Management
New York
$228K -$94.7K -642 -28%
BWM
1552
Benchmark Wealth Management
Connecticut
$228K – – –
YWP
1553
YorkBridge Wealth Partners
New York
$228K +$1.48K +10 +0.6%
WW
1554
Waterfront Wealth
Kansas
$228K +$14.8K +100 +6%
ISB
1555
Iowa State Bank
Iowa
$227K +$4.42K +30 +2%
CL
1556
COWA LLC
Oklahoma
$226K -$3.98K -27 -2%
TA
1557
TrueWealth Advisors
Alabama
$225K -$44.1K -299 -15%
PWA
1558
Providence Wealth Advisors
Illinois
$225K +$63.4K +430 +35%
JFGIW
1559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$150K -1,019 -38%
WAM
1560
WNY Asset Management
New York
$224K -$39.8K -270 -14%
PFG
1561
Pinnacle Financial Group
Illinois
$224K -$29.5K -200 -11%
BMC
1562
Benin Management Corp
Connecticut
$224K – – –
PCTC
1563
Perkins Coie Trust Company
Washington
$224K – – –
CAC
1564
Core Alternative Capital
Georgia
$223K -$14.2K -96 -6%
BWM
1565
BerganKDV Wealth Management
Minnesota
$223K -$295 -2 -0.1%
DA
1566
Drake & Associates
Wisconsin
$223K +$241K +1,634 New
SCM
1567
Schnieders Capital Management
California
$222K -$106K -717 -31%
HPWM
1568
Highland Private Wealth Management
Washington
$222K -$75.4K -511 -24%
MYIA
1569
Mount Yale Investment Advisors
Colorado
$222K -$3.54K -24 -1%
MGIM
1570
M&G Investment Management
United Kingdom
$222K +$4.72K +32 +2%
QI
1571
Qtron Investments
Massachusetts
$222K +$239K +1,621 New
UAML
1572
US Asset Management LLC
Pennsylvania
$221K +$885 +6 +0.4%
HFS
1573
Heritage Financial Services
Massachusetts
$220K -$70.7K -479 -23%
MAA
1574
Matrix Asset Advisors
New York
$220K – – –
PAM
1575
Palisade Asset Management
Minnesota
$219K -$3.98K -27 -2%
61 62
63
64 65