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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
426
InterOcean Capital Group
Tennessee
$372K +$342K +18,124 New
BAM
427
Berkshire Asset Management
Pennsylvania
$371K +$123K +6,550 +57%
CT
428
Chicago Trust
Illinois
$370K -$98.5K -5,226 -22%
MWM
429
Mission Wealth Management
California
$369K +$79.7K +4,228 +31%
HA
430
HYA Advisors
Missouri
$367K +$132 +7 +0%
CMO
431
Covenant Multifamily Offices
Texas
$366K +$6.52K +346 +2%
ACG
432
Allen Capital Group
Nebraska
$364K -$49.7K -2,637 -13%
ETI
433
Enterprise Trust & Investment
California
$364K -$21.7K -1,150 -7%
TVAMP
434
Tennessee Valley Asset Management Partners
Tennessee
$363K +$333K +17,673 New
KS
435
Karpas Strategies
Connecticut
$360K – – –
LW
436
Linscomb Wealth
Texas
$352K -$42.4K -2,248 -12%
GW
437
GW & Wade
Massachusetts
$351K +$322K +17,096 New
ET
438
Equitable Trust
Tennessee
$349K – – –
HIM
439
Hotaling Investment Management
Pennsylvania
$349K – – –
MIC
440
Means Investment Company
Maine
$347K -$30.9K -1,642 -9%
CCA
441
Checchi Capital Advisers
California
$346K -$19.9K -1,056 -6%
VWA
442
V Wealth Advisors
Kansas
$346K +$318K +16,885 New
BS
443
Boenning & Scattergood
Pennsylvania
$345K -$23.6K -1,254 -7%
RWA
444
Ropes Wealth Advisors
Massachusetts
$345K – – –
V
445
Veritable
Delaware
$342K -$68.6K -3,640 -18%
RMC
446
Resources Management Corp
Connecticut
$338K – – –
WCM
447
Weld Capital Management
New York
$336K +$309K +16,370 New
AF
448
Advisornet Financial
Minnesota
$333K -$190K -10,097 -38%
ATC
449
Argent Trust Co
Tennessee
$333K -$21K -1,114 -6%
PPSG
450
Princeton Portfolio Strategies Group
New Jersey
$333K – – –
16 17
18
19 20