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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1651
Arthur M. Cohen & Associates
Illinois
$538K +$237K +615 +77%
SFG
1652
SevenBridge Financial Group
Pennsylvania
$536K +$44.3K +115 +9%
SWM
1653
Sanctuary Wealth Management
Idaho
$535K – – –
NJBEST
1654
New Jersey Better Educational Savings Trust
New Jersey
$534K -$231K -600 -30%
BSB
1655
Bangor Savings Bank
Maine
$532K -$25.8K -67 -5%
FNBOSM
1656
First National Bank of South Miami
Florida
$530K -$81.6K -212 -13%
ACG
1657
Allen Capital Group
Nebraska
$528K -$16.2K -42 -3%
SCM
1658
Southport Capital Management
Tennessee
$528K +$155K +402 +41%
LC
1659
LCNB Corp
Ohio
$525K -$11.2K -29 -2%
ATFA
1660
All Terrain Financial Advisors
Minnesota
$524K -$504K -1,310 -49%
SBL
1661
Sargent Bickham Lagudis
Colorado
$524K -$20.4K -53 -4%
RBFC
1662
Roman Butler Fullerton & Co
Missouri
$522K -$298K -774 -36%
AL
1663
Aspiriant LLC
California
$521K -$17.3K -45 -3%
CYG
1664
Clean Yield Group
Vermont
$521K – – –
PGA
1665
Portland Global Advisors
Maine
$521K +$29.3K +76 +6%
MPW
1666
MA Private Wealth
California
$518K +$2.69K +7 +0.5%
CA
1667
Cullinan Associates
Kentucky
$517K -$231K -600 -31%
IA
1668
Independence Advisors
Pennsylvania
$516K – – –
UTC
1669
Unified Trust Company
Kentucky
$516K – – –
TCPWM
1670
Traverso Chambers Private Wealth Management
California
$514K – – –
IIA
1671
IPG Investment Advisors
California
$513K +$77.8K +202 +18%
BCCM
1672
Bridge Creek Capital Management
Massachusetts
$511K -$44.3K -115 -8%
TMAM
1673
Tokio Marine Asset Management
Japan
$505K +$70.8K +184 +16%
WI
1674
Wintrust Investments
Illinois
$505K +$94.7K +246 +23%
BWFA
1675
Baltimore-Washington Financial Advisors
Maryland
$504K -$10.4K -27 -2%
65 66
67
68 69