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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
476
Mill Capital Management
North Carolina
$725K -$23K -588 -4%
MA
477
MONECO Advisors
Connecticut
$719K -$29.1K -742 -5%
LWAM
478
Legacy Wealth Asset Management
Minnesota
$717K +$7.68K +196 +1%
GWM
479
Geneos Wealth Management
Colorado
$716K +$133K +3,399 +29%
CF
480
Centaurus Financial
California
$714K +$6.39K +163 +1%
AAM
481
Advisors Asset Management
Colorado
$712K -$319K -8,141 -35%
ACM
482
Alessandra Capital Management
California
$711K +$33.3K +851 +6%
CT
483
ClearAlpha Technologies
Connecticut
$707K +$589K +15,032 New
SPWM
484
Straight Path Wealth Management
Michigan
$705K – – –
BPWM
485
BCS Private Wealth Management
New Jersey
$703K +$21.5K +550 +4%
EWA
486
EverSource Wealth Advisors
Alabama
$698K +$26.8K +684 +5%
FPCP
487
Fort Point Capital Partners
California
$698K +$165K +4,223 +40%
LWMNY
488
Landmark Wealth Management (New York)
New York
$696K +$580K +14,800 New
MGI
489
Miller Global Investments
Texas
$694K -$21.9K -559 -4%
DT
490
DV Trading
Illinois
$694K +$579K +14,769 New
IFG
491
Independent Financial Group
California
$692K +$10.1K +257 +2%
WFI
492
West Family Investments
California
$690K -$16.6K -424 -3%
GT
493
Glenview Trust
Kentucky
$685K -$33.7K -859 -6%
BBI
494
Baxter Bros Inc
Connecticut
$680K – – –
FIA
495
Foundations Investment Advisors
Arizona
$680K +$66.8K +1,705 +13%
FB
496
Finward Bancorp
Indiana
$679K – – –
WIS
497
Wright Investors Service
Connecticut
$675K +$2.59K +66 +0.5%
EH
498
Equitable Holdings
New York
$674K -$51.6K -1,318 -6%
ATI
499
ARK & TLK Investments
Oklahoma
$669K +$4.78K +122 +0.9%
PWPS
500
Pinnacle Wealth Planning Services
Ohio
$665K -$159K -4,050 -22%
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