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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$512K -$185K -8,566 -23%
WAAG
352
Wealth Alliance Advisory Group
Kansas
$506K -$15.4K -713 -2%
LF
353
Lantz Financial
Illinois
$505K -$74.3K -3,431 -11%
SB
354
Simmons Bank
Arkansas
$505K -$43.3K -2,000 -6%
CWM
355
Cornerstone Wealth Management
Missouri
$495K -$9.59K -443 -2%
GRP
356
Global Retirement Partners
California
$495K +$86.9K +4,012 +16%
HPC
357
HM Payson & Co
Maine
$492K -$324K -14,977 -35%
SWM
358
Sculati Wealth Management
Michigan
$489K -$2.17K -100 -0.4%
WC
359
Woodstock Corp
Massachusetts
$488K -$132K -6,094 -18%
WPC
360
Waters Parkerson & Co
Louisiana
$486K -$31.5K -1,455 -5%
S
361
SignatureFD
Georgia
$484K +$254K +11,741 +74%
WTC
362
WhitTier Trust Company
Nevada
$483K +$46.2K +2,133 +8%
VFA
363
Voya Financial Advisors
Connecticut
$476K -$426K -19,690 -42%
KFGK
364
Keystone Financial Group (Kentucky)
Kentucky
$476K -$19.4K -897 -3%
CAM
365
CenterStar Asset Management
Illinois
$471K – – –
GA
366
Greytown Advisors
Florida
$469K +$192K +8,882 +49%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$467K +$21.3K +982 +4%
WIM
368
Wittenberg Investment Management
Massachusetts
$464K -$3.25K -150 -0.6%
AF
369
Advisornet Financial
Minnesota
$459K +$52.1K +2,408 +10%
CIAS
370
Capital Investment Advisory Services
North Carolina
$454K -$62.9K -2,907 -10%
FAB
371
First American Bank
Illinois
$453K – – –
ODCM
372
Old Dominion Capital Management
Virginia
$453K +$561K +25,924 New
IWM
373
IHT Wealth Management
Illinois
$451K +$165K +7,627 +42%
MCM
374
Mengis Capital Management
Oregon
$449K +$130 +6 +0%
NSIM
375
North Star Investment Management
Illinois
$449K +$1.71K +79 +0.3%
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