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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1676
S&CO Inc
Massachusetts
$388K – – –
AI
1677
AXS Investments
New York
$388K +$146K +711 +66%
AU
1678
AlphaGrep UK
$388K +$368K +1,787 New
ZF
1679
Zhang Financial
Michigan
$388K +$62.3K +303 +20%
EAN
1680
Excelsior Advisor Network
Colorado
$388K +$367K +1,785 New
DP
1681
Denver PWM
Colorado
$387K – – –
FIC
1682
Family Investment Center
Missouri
$387K +$366K +1,781 New
JFG
1683
Juno Financial Group
Virginia
$385K +$365K +1,775 New
CFGW
1684
Chancellor Financial Group WB
Pennsylvania
$385K +$617 +3 +0.2%
BWA
1685
Basecamp Wealth Advisors
Washington
$385K +$364K +1,772 New
EFA
1686
Edge Financial Advisors
Illinois
$384K -$3.91K -19 -1%
IIM
1687
Ironwood Investment Management
Massachusetts
$383K – – –
NCMW
1688
Northern Capital Management (Washington)
Washington
$382K +$30.8K +150 +9%
CMA
1689
Cedar Mountain Advisors
Oregon
$382K -$5.14K -25 -1%
GS
1690
GWN Securities
Florida
$380K +$3.91K +19 +1%
NO
1691
Ninety One
South Africa
$380K – – –
B
1692
Bailard
California
$380K -$29.6K -144 -8%
BLAM
1693
Bourne Lent Asset Management
New York
$380K – – –
OL
1694
OneFund LLC
Florida
$379K +$28.2K +137 +9%
GCA
1695
Gradient Capital Advisors
California
$379K +$26.3K +128 +8%
AP
1696
Appleton Partners
Massachusetts
$378K +$25.5K +124 +8%
PHS
1697
Pekin Hardy Strauss
Illinois
$378K +$1.85K +9 +0.5%
CG
1698
CFO4Life Group
Texas
$377K -$17.3K -84 -5%
GM
1699
GeoWealth Management
Illinois
$377K -$10.3K -50 -3%
VWM
1700
Vermillion Wealth Management
Minnesota
$377K +$186K +905 +109%
66 67
68
69 70