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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
476
Straight Path Wealth Management
Michigan
$554K – – –
KFA
477
Kelleher Financial Advisors
New York
$552K +$63.2K +1,440 +11%
AI
478
Atria Investments
North Carolina
$551K -$193K -4,397 -23%
WFI
479
West Family Investments
California
$551K +$9.26K +211 +1%
MCM
480
Mill Capital Management
North Carolina
$548K -$25.8K -588 -4%
LWMNY
481
Landmark Wealth Management (New York)
New York
$547K – – –
QI
482
Qtron Investments
Massachusetts
$547K +$230K +5,242 +55%
MCM
483
Monarch Capital Management
Indiana
$546K -$69.5K -1,583 -10%
MGI
484
Miller Global Investments
Texas
$546K – – –
CIA
485
Capital Investment Advisors
Georgia
$544K +$83.6K +1,906 +15%
BPWM
486
BCS Private Wealth Management
New Jersey
$541K -$14.3K -325 -2%
VPP
487
Vertex Planning Partners
Illinois
$539K -$93.5K -2,131 -13%
GT
488
Glenview Trust
Kentucky
$539K – – –
OIA
489
OneDigital Investment Advisors
Kansas
$538K +$245K +5,577 +62%
DWM
490
Diversify Wealth Management
Utah
$536K +$235K +5,356 +73%
DAS
491
Diversify Advisory Services
Utah
$536K +$555K +12,657 New
BBI
492
Baxter Bros Inc
Connecticut
$535K – – –
FB
493
Finward Bancorp
Indiana
$533K – – –
FPCP
494
Fort Point Capital Partners
California
$532K -$19.7K -450 -3%
PS
495
Principal Securities
Iowa
$532K +$28.1K +640 +5%
ATI
496
ARK & TLK Investments
Oklahoma
$532K +$6.8K +155 +1%
NB
497
Nicolet Bankshares
Wisconsin
$528K -$231K -5,270 -27%
PC
498
Permanens Capital
New York
$522K +$82.2K +1,874 +15%
MB
499
MidFirst Bank
Oklahoma
$521K – – –
HPC
500
HM Payson & Co
Maine
$517K -$878 -20 -0.1%
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