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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1551
Cascade Financial Partners
California
$421K -$5.64K -25 -1%
PTB
1552
Pioneer Trust Bank
Oregon
$421K – – –
SB
1553
SIG Brokerage
New York
$418K +$437K +1,937 New
RBFC
1554
Roman Butler Fullerton & Co
Missouri
$416K +$57K +253 +15%
OWP
1555
Obermeyer Wealth Partners
Colorado
$416K – – –
CH
1556
Cromwell Holdings
Wyoming
$416K +$2.25K +10 +0.5%
PK
1557
Pflug Koory
Nebraska
$416K -$25.5K -113 -6%
TPA
1558
Trivium Point Advisory
Connecticut
$416K +$434K +1,926 New
WGC
1559
Watts Gwilliam & Co
Arizona
$415K – – –
DQRIM
1560
Dale Q Rice Investment Management
Washington
$414K -$4.51K -20 -1%
FSC
1561
Full Sail Capital
Oklahoma
$413K +$4.06K +18 +0.9%
FAN
1562
Financial Advisors Network
California
$413K -$37.9K -168 -8%
CPCM
1563
Cardinal Point Capital Management
Ontario, Canada
$412K -$67.6K -300 -14%
LIM
1564
Leavell Investment Management
Alabama
$412K +$12.4K +55 +3%
LWM
1565
Liberty Wealth Management
California
$411K -$34K -151 -7%
OIC
1566
Orion Investment Company
Missouri
$411K – – –
BFF
1567
Byrne Financial Freedom
Massachusetts
$411K -$42.8K -190 -9%
FGI
1568
Foresight Global Investors
New York
$411K +$429K +1,903 New
TWM
1569
TCFG Wealth Management
California
$410K -$21.6K -96 -5%
WIM
1570
Waverton Investment Management
United Kingdom
$410K -$485K -2,150 -53%
BWA
1571
BlueChip Wealth Advisors
Georgia
$409K +$2.25K +10 +0.5%
B
1572
Bailard
California
$409K -$50.7K -225 -11%
SWA
1573
Sax Wealth Advisors
New Jersey
$409K +$135K +599 +46%
KA
1574
Klingman & Associates
New York
$409K +$174K +771 +69%
JWM
1575
JGP Wealth Management
Oregon
$408K +$451 +2 +0.1%
61 62
63
64 65