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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1826
Genesis Private Wealth
Virginia
$321K +$7.61K +37 +3%
PAM
1827
Palisade Asset Management
Minnesota
$321K – – –
MO
1828
McMillan Office
Michigan
$320K +$304K +1,476 New
MAM
1829
Milestone Asset Management
Pennsylvania
$320K +$93.2K +453 +44%
MFG
1830
Mainsail Financial Group
Washington
$319K -$13K -63 -4%
FI
1831
Financial Insights
Washington
$319K +$38K +185 +14%
WOSD
1832
WFA of San Diego
California
$319K -$46.3K -225 -13%
WF
1833
Welch & Forbes
Massachusetts
$319K – – –
CNWM
1834
Clay Northam Wealth Management
California
$317K – – –
SIAP
1835
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$317K -$411 -2 -0.1%
ST
1836
Spinnaker Trust
Maine
$317K – – –
MWAM
1837
Manhattan West Asset Management
California
$317K -$206 -1 -0.1%
IP
1838
Isthmus Partners
Wisconsin
$317K +$300K +1,458 New
SIM
1839
SSI Investment Management
California
$317K – – –
IIM
1840
IFC & Insurance Marketing
California
$316K +$299K +1,454 New
PD
1841
Planning Directions
Pennsylvania
$316K – – –
WTA
1842
Washington Trust Advisors
Massachusetts
$315K – – –
HB
1843
Horizon Bancorp
Indiana
$315K +$82.5K +401 +38%
WW
1844
Waterfront Wealth
Kansas
$315K -$16.9K -82 -6%
OWA
1845
Opal Wealth Advisors
New York
$315K +$24.9K +121 +9%
KA
1846
Klingman & Associates
New York
$314K -$92.1K -448 -24%
AG
1847
AlTi Global
New York
$314K -$53.9K -262 -15%
RFW
1848
Rainier Family Wealth
Washington
$313K -$52.2K -254 -15%
RFA
1849
RTD Financial Advisors
Pennsylvania
$313K – – –
BFA
1850
Beaumont Financial Advisors
Massachusetts
$313K +$617 +3 +0.2%
72 73
74
75 76