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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1876
Rowland Carmichael Advisors
Arizona
$281K +$281K +771 New
HHGA
1877
Halbert Hargrove Global Advisors
California
$279K -$2.55K -7 -0.9%
CCM
1878
Cox Capital Management
Massachusetts
$279K – – –
FAT
1879
First American Trust
California
$279K +$729 +2 +0.3%
CF
1880
Copperwynd Financial
Arizona
$275K -$9.12K -25 -3%
SCM
1881
Stordahl Capital Management
Colorado
$275K – – –
FFG
1882
Fortem Financial Group
California
$274K +$275K +753 New
HCM
1883
HGI Capital Management
New York
$273K – – –
HR
1884
Hayden Royal
North Carolina
$272K +$19K +52 +7%
PWA
1885
Peterson Wealth Advisors
Utah
$271K +$365 +1 +0.1%
BFO
1886
Boston Family Office
Massachusetts
$269K – – –
VR
1887
Viridian RIA
Washington
$267K -$82.8K -227 -22%
ACA
1888
Anchor Capital Advisors
Massachusetts
$267K -$14.9K -41 -5%
NCM
1889
Neumann Capital Management
California
$266K – – –
FFG
1890
Frisch Financial Group
New York
$266K +$1.82K +5 +0.7%
FPFS
1891
First Personal Financial Services
North Carolina
$266K +$8.39K +23 +3%
PB
1892
Pinnacle Bancorp
Nebraska
$265K – – –
ODG
1893
O'Dell Group
Ohio
$265K +$1.46K +4 +0.6%
CWM
1894
Centric Wealth Management
Illinois
$264K +$19.7K +54 +8%
BMC
1895
Benin Management Corp
Connecticut
$263K – – –
OC
1896
Oarsman Capital
Wisconsin
$260K +$261K +715 New
OAM
1897
Occidental Asset Management
California
$259K -$18.6K -51 -7%
KCM
1898
Kanawha Capital Management
Virginia
$259K -$5.47K -15 -2%
NP
1899
NS Partners
United Kingdom
$259K – – –
WPIC
1900
White Pine Investment Company
Michigan
$259K +$260K +712 New
74 75
76
77 78