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Baker Hughes
BKR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
801
Dogwood Wealth Management
Kansas
$327K -$88.1K -1,524 -22%
FFA
802
Founders Financial Alliance
North Carolina
$327K +$310K +5,357 New
LAM
803
L2 Asset Management
Massachusetts
$325K +$20.8K +360 +7%
SOW
804
State of Wyoming
Wyoming
$324K +$67.6K +1,170 +28%
SPC
805
Sigma Planning Corp
Michigan
$320K +$303K +5,244 New
WA
806
Waverly Advisors
Alabama
$319K +$302K +5,219 New
S
807
SimplyRich
California
$316K +$300K +5,185 New
PWM
808
Perigon Wealth Management
California
$315K +$27.5K +476 +10%
TFA
809
Transamerica Financial Advisors
Florida
$314K +$41.7K +721 +16%
BONH
810
Bank of New Hampshire
New Hampshire
$312K – – –
MAM
811
Morse Asset Management
Connecticut
$311K +$295K +5,100 New
WC
812
Waterloo Capital
Texas
$309K +$292K +5,057 New
BTI
813
Blue Trust Inc
Georgia
$308K -$37K -640 -11%
LFA
814
Legacy Financial Advisors
Kentucky
$307K +$6.99K +121 +2%
WHRC
815
W.H. Reaves & Co
New Jersey
$305K – – –
PCM
816
Pavaki Capital Management
Colorado
$305K +$289K +5,000 New
WMA
817
West Michigan Advisors
Michigan
$304K -$171K -2,955 -37%
GIA
818
Gateway Investment Advisers
Ohio
$303K +$287K +4,967 New
SFA
819
Souders Financial Advisors
Ohio
$303K +$3.76K +65 +1%
QIM
820
Quantitative Investment Management
Virginia
$300K +$284K +4,920 New
SP
821
SmartHarvest Portfolios
Washington
$300K -$70.3K -1,216 -20%
MYIA
822
Mount Yale Investment Advisors
Colorado
$300K +$284K +4,906 New
OFS
823
OneAscent Financial Services
Alabama
$297K +$281K +4,865 New
OAM
824
Oxford Asset Management
United Kingdom
$295K -$171K -2,950 -38%
MNBTD
825
Moody National Bank Trust Division
Texas
$294K -$9.48K -164 -3%
31 32
33
34 35