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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1751
Palisade Asset Management
Minnesota
$319K +$3.16K +14 +1%
CPRC
1752
Consolidated Portfolio Review Corp
New York
$318K -$1.58K -7 -0.5%
W
1753
WealthCollab
Washington
$318K – – –
AGP
1754
Autumn Glory Partners
Texas
$317K – – –
WF
1755
Welch & Forbes
Massachusetts
$317K -$15.8K -70 -5%
WA
1756
Wealth Alliance
New York
$317K +$61.3K +272 +23%
PCM
1757
Presidio Capital Management
California
$317K – – –
CNWM
1758
Clay Northam Wealth Management
California
$316K – – –
SIAP
1759
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$330K +1,462 New
SWIM
1760
Smallwood Wealth Investment Management
New Jersey
$315K -$9.47K -42 -3%
RFA
1761
Rollins Financial Advisors
New York
$315K +$329K +1,460 New
MWAM
1762
Manhattan West Asset Management
California
$315K -$1.13K -5 -0.3%
ST
1763
Spinnaker Trust
Maine
$315K – – –
SIM
1764
SSI Investment Management
California
$315K – – –
PD
1765
Planning Directions
Pennsylvania
$314K – – –
TCM
1766
Telos Capital Management
California
$313K +$32.2K +143 +11%
WTA
1767
Washington Trust Advisors
Massachusetts
$313K -$8.57K -38 -3%
TCG
1768
Transcendent Capital Group
Oklahoma
$313K – – –
HAS
1769
HBW Advisory Services
California
$312K -$45.5K -202 -12%
CCM
1770
Campbell Capital Management
Florida
$312K -$16.9K -75 -5%
SF
1771
Slagle Financial
Illinois
$312K +$9.7K +43 +3%
GPW
1772
Genesis Private Wealth
Virginia
$311K -$1.35K -6 -0.4%
RFA
1773
RTD Financial Advisors
Pennsylvania
$311K – – –
SPWM
1774
Spartan Planning & Wealth Management
North Carolina
$311K +$225 +1 +0.1%
PIM
1775
Penobscot Investment Management
Massachusetts
$311K – – –
69 70
71
72 73