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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1926
Inscription Capital
Texas
– -$1.32M -4,044 Closed
CT
1927
Cambridge Trust
Massachusetts
– -$1.27M -3,906 Closed
MIP
1928
Marietta Investment Partners
Wisconsin
– -$1.27M -3,900 Closed
NCP
1929
NexWave Capital Partners
New York
– -$1.24M -3,819 Closed
CTA
1930
Chesley Taft & Associates
Illinois
– -$1.22M -3,747 Closed
CBFP
1931
Cedar Brook Financial Partners
Ohio
– -$1.21M -3,718 Closed
WWM
1932
WJ Wealth Management
Arizona
– -$1.2M -3,676 Closed
LFA
1933
Lighthouse Financial Advisors
Maryland
– -$1.19M -3,660 Closed
PG
1934
Patten Group
Tennessee
– -$1.19M -3,647 Closed
LCC
1935
Lincoln Capital Corp
Rhode Island
– -$1.16M -3,574 Closed
BCM
1936
BTR Capital Management
California
– -$1.16M -3,548 Closed
SW
1937
SlateStone Wealth
Florida
– -$1.13M -3,480 Closed
SFP
1938
Shepherd Financial Partners
Massachusetts
– -$1.13M -3,472 Closed
LSPW
1939
Lake Street Private Wealth
Illinois
– -$1.09M -3,358 Closed
CNB
1940
Camden National Bank
Maine
– -$1.09M -3,347 Closed
CC
1941
Centiva Capital
New York
– -$1.09M -3,347 Closed
BAM
1942
Brave Asset Management
New Jersey
– -$1.07M -3,275 Closed
FPA
1943
First Pacific Advisors
California
– -$1.07M -3,275 Closed
TPA
1944
Trivium Point Advisory
Connecticut
– -$1.06M -3,251 Closed
IMOV
1945
Investment Management of Virginia
Virginia
– -$1.02M -3,124 Closed
SAM
1946
Steinberg Asset Management
New York
– -$1.02M -3,123 Closed
HFA
1947
High Falls Advisors
New York
– -$1M -3,081 Closed
RC
1948
Reik & Co
New York
– -$1M -3,070 Closed
BRG
1949
Bay Rivers Group
Virginia
– -$981K -3,011 Closed
BHTS
1950
Bar Harbor Trust Services
Maine
– -$973K -2,987 Closed
76 77
78
79 80