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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1801
Benin Management Corp
Connecticut
$362K -$32.1K -150 -10%
SCM
1802
Schnieders Capital Management
California
$362K -$4.28K -20 -1%
ACC
1803
Acorn Creek Capital
Colorado
$360K +$296K +1,383 New
OL
1804
Optas LLC
Texas
$360K -$16.7K -78 -5%
ST
1805
Spinnaker Trust
Maine
$359K – – –
AIMA
1806
Ables Iannone Moore & Associates
Georgia
$359K +$294K +1,377 New
AWA
1807
Acorn Wealth Advisors
Michigan
$358K – – –
UF
1808
Univest Financial
Pennsylvania
$358K – – –
BAM
1809
Bellevue Asset Management
Washington
$357K -$2.78K -13 -0.9%
KA
1810
Kercheville Advisors
Texas
$357K -$42.8K -200 -13%
PO
1811
Private Ocean
California
$356K +$30.6K +143 +12%
TIA
1812
Tiemann Investment Advisors
California
$356K -$3.21K -15 -1%
ACM
1813
Aljian Capital Management
Nevada
$353K -$128K -600 -31%
FWM
1814
Finer Wealth Management
Massachusetts
$353K -$163K -764 -36%
QWP
1815
Quotient Wealth Partners
Texas
$353K +$289K +1,353 New
PCI
1816
Planning Center Inc
Illinois
$352K +$9.41K +44 +3%
SC
1817
Scholtz & Company
Connecticut
$352K +$289K +1,350 New
DCM
1818
Donaldson Capital Management
Indiana
$352K -$18.2K -85 -6%
BLAM
1819
Bourne Lent Asset Management
New York
$352K – – –
AMG
1820
Advisors Management Group
Wisconsin
$351K +$288K +1,348 New
LSC
1821
Lesa Sroufe & Co
Washington
$350K – – –
YIA
1822
YHB Investment Advisors
Connecticut
$349K -$5.35K -25 -2%
CCP
1823
Clarity Capital Partners
California
$349K +$286K +1,339 New
KBFS
1824
Kohmann Bosshard Financial Services
Ohio
$349K -$60.7K -284 -18%
RWMG
1825
Redwood Wealth Management Group
New Jersey
$349K -$2.14K -10 -0.7%
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