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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1626
Financial Insights
Washington
$348K -$8.75K -40 -2%
NWA
1627
Navis Wealth Advisors
New York
$347K +$396K +1,810 New
MCC
1628
Money Concepts Capital
Florida
$346K -$17.7K -81 -4%
ZIMP
1629
Zimmermann Investment Management & Planning
Pennsylvania
$345K +$3.28K +15 +0.8%
NFGCM
1630
Norman Fields Gottscho Capital Management
New York
$345K – – –
BBWP
1631
Beacon Bridge Wealth Partners
Pennsylvania
$344K +$3.06K +14 +0.8%
BIC
1632
Beach Investment Counsel
Pennsylvania
$343K – – –
SF
1633
Slagle Financial
Illinois
$341K +$9.85K +45 +3%
P
1634
Pitcairn
Pennsylvania
$340K -$11.6K -53 -3%
DJSG
1635
D.J. St. Germain
Massachusetts
$335K – – –
SCA
1636
St. Clair Advisors
Ohio
$335K – – –
WOC
1637
West Oak Capital
California
$334K – – –
BFWA
1638
Benchmark Financial Wealth Advisors
Florida
$333K +$219 +1 +0.1%
VC
1639
Vicus Capital
Pennsylvania
$332K +$167K +763 +79%
CPIA
1640
Cornell Pochily Investment Advisors
New York
$331K – – –
GIA
1641
GHP Investment Advisors
Colorado
$331K +$175K +800 +81%
TIM
1642
Total Investment Management
Arizona
$330K +$21.4K +98 +6%
BSA
1643
Bull Street Advisors
Georgia
$329K +$9.85K +45 +3%
GCA
1644
Gradient Capital Advisors
California
$329K +$8.97K +41 +2%
SAM
1645
Secure Asset Management
Michigan
$328K +$63.7K +291 +21%
EP
1646
Eudaimonia Partners
Tennessee
$326K -$10.9K -50 -3%
RFA
1647
RTD Financial Advisors
Pennsylvania
$326K – – –
EWM
1648
Executive Wealth Management
Michigan
$324K -$16.6K -76 -4%
WC
1649
Woodstock Corp
Massachusetts
$323K – – –
GC
1650
Gibson Capital
Pennsylvania
$322K +$368K +1,682 New
64 65
66
67 68