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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1701
Fermata Advisors
California
$399K +$67.2K +302 +20%
JWM
1702
JGP Wealth Management
Oregon
$399K +$2.23K +10 +0.5%
WAM
1703
Weiss Asset Management
Massachusetts
$399K +$410K +1,843 New
WFA
1704
WMG Financial Advisors
Tennessee
$398K -$12K -54 -3%
VDI
1705
Vaughan David Investments
Illinois
$398K -$4.23K -19 -1%
FGI
1706
Foresight Global Investors
New York
$398K -$14.5K -65 -3%
MFPI
1707
Midwest Financial Partners Investments
Minnesota
$398K – – –
TWM
1708
TriaGen Wealth Management
California
$397K – – –
ASG
1709
Ariston Services Group
California
$397K +$408K +1,835 New
RHP
1710
Royal Harbor Partners
Texas
$397K +$890 +4 +0.2%
AFA
1711
American Financial Advisors
Georgia
$397K -$11.1K -50 -3%
FBB
1712
Fulton Breakefield Broenniman
Maryland
$395K -$14.5K -65 -3%
JC
1713
JM2 Capital
Oklahoma
$394K +$8.45K +38 +2%
TP
1714
Thayer Partners
Pennsylvania
$393K +$32.9K +148 +9%
BCP
1715
Berkeley Capital Partners
Georgia
$392K +$13.3K +60 +3%
PFT
1716
Providence First Trust
Arizona
$392K +$403K +1,813 New
HPBT
1717
Hickory Point Bank & Trust
Illinois
$391K -$16.7K -75 -4%
KCM
1718
KRS Capital Management
Michigan
$390K +$33.4K +150 +9%
SAA
1719
Southeast Asset Advisors
Georgia
$390K -$4K -18 -1%
WBC
1720
Westpac Banking Corp
Australia
$390K +$401K +1,801 New
CIG
1721
Cullen Investment Group
Louisiana
$390K – – –
HM
1722
Harvest Management
New York
$390K -$378K -1,700 -49%
MAM
1723
MMA Asset Management
Pennsylvania
$389K -$15.6K -70 -4%
SWM
1724
SeaCrest Wealth Management
New York
$388K -$338K -1,519 -46%
SCI
1725
S&CO Inc
Massachusetts
$387K – – –
67 68
69
70 71