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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1551
Beach Investment Counsel
Pennsylvania
$380K – – –
EWM
1552
Endurance Wealth Management
Rhode Island
$379K +$40.9K +197 +12%
DOA
1553
D'Orazio & Associates
Virginia
$379K +$9.77K +47 +3%
MWM
1554
Massachusetts Wealth Management
Massachusetts
$377K +$26K +125 +8%
4WM
1555
44 Wealth Management
Oregon
$376K -$6.23K -30 -2%
TCM
1556
Triumph Capital Management
Colorado
$376K +$368K +1,769 New
WTA
1557
Washington Trust Advisors
Massachusetts
$376K -$2.7K -13 -0.7%
UF
1558
Univest Financial
Pennsylvania
$374K +$61.3K +295 +20%
ZIMP
1559
Zimmermann Investment Management & Planning
Pennsylvania
$374K +$91.2K +439 +33%
MSA
1560
Marino Stram & Associates
Massachusetts
$373K -$2.08K -10 -0.6%
NFA
1561
Northern Financial Advisors
Michigan
$373K +$396K +1,905 New
AF
1562
Advisornet Financial
Minnesota
$373K +$2.29K +11 +0.6%
FWM
1563
FMB Wealth Management
California
$371K +$208 +1 +0.1%
PCM
1564
Pointe Capital Management
Michigan
$371K – – –
PCM
1565
Presidio Capital Management
California
$370K +$11K +53 +3%
AWG
1566
Altus Wealth Group
Colorado
$369K – – –
BFWA
1567
Benchmark Financial Wealth Advisors
Florida
$369K – – –
NB
1568
Northwest Bancshares
Pennsylvania
$369K -$27.6K -133 -7%
HW
1569
Hamilton Wealth
California
$367K +$18.3K +88 +5%
SQA
1570
Simon Quick Advisors
New Jersey
$367K +$82.1K +395 +30%
HWM
1571
HFG Wealth Management
Texas
$366K +$358K +1,725 New
HFW
1572
Horizon Family Wealth
Illinois
$366K +$33.2K +160 +10%
KA
1573
Keene & Associates
Texas
$364K -$40.1K -193 -10%
EP
1574
Eudaimonia Partners
Tennessee
$364K +$63K +303 +22%
BSA
1575
Bull Street Advisors
Georgia
$363K -$208 -1 -0.1%
61 62
63
64 65