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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1576
Beach Investment Counsel
Pennsylvania
$343K – – –
MM
1577
Meridian Management
Arkansas
$342K – – –
BBI
1578
Baxter Bros Inc
Connecticut
$341K – – –
BFS
1579
Bard Financial Services
Connecticut
$340K -$75.3K -375 -17%
OFG
1580
Oxford Financial Group
Indiana
$339K -$41.5K -207 -10%
AA
1581
ALPS Advisors
Colorado
$337K -$214K -1,066 -38%
HWMA
1582
Heritage Wealth Management (Arizona)
Arizona
$337K +$353K +1,758 New
REMPR
1583
Roof Eidam Maycock Peralta (REMP)
California
$336K – – –
AIA
1584
Alera Investment Advisors
Illinois
$335K +$65.6K +327 +23%
PBC
1585
Pavion Blue Capital
California
$335K +$109K +545 +45%
WA
1586
Winfield Associates
Ohio
$334K -$161K -800 -31%
TCM
1587
Triumph Capital Management
Colorado
$332K -$107K -534 -24%
QP
1588
Quilter Plc
United Kingdom
$332K -$26.1K -130 -7%
APWM
1589
Atlas Private Wealth Management
New York
$332K -$10K -50 -3%
TSW
1590
Thompson Siegel & Walmsley
Virginia
$332K +$2.01K +10 +0.6%
CG
1591
Caprock Group
Idaho
$332K +$8.03K +40 +2%
CAC
1592
Core Alternative Capital
Georgia
$330K +$166K +829 +93%
RG
1593
Retirement Group
California
$328K +$132K +660 +63%
PMG
1594
ProVise Management Group
Florida
$327K – – –
GKWIM
1595
Gerber Kawasaki Wealth & Investment Management
California
$327K +$103K +515 +43%
GCA
1596
Gradient Capital Advisors
California
$326K -$46.8K -233 -12%
DDPIC
1597
Deroy & Devereaux Private Investment Counsel
Michigan
$326K – – –
SIC
1598
SJS Investment Consulting
Ohio
$325K – – –
PHK
1599
Point72 Hong Kong
Hong Kong
$325K +$341K +1,699 New
PCM
1600
Presidio Capital Management
California
$323K – – –
62 63
64
65 66