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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
501
Cooper Financial Group
California
$434K +$93K +3,125 +26%
CT
502
Chicago Trust
Illinois
$430K -$137K -4,620 -24%
HFS
503
Hantz Financial Services
Michigan
$430K -$26.5K -890 -6%
GLA
504
Good Life Advisors
Pennsylvania
$430K +$58.7K +1,972 +15%
IR
505
IAT Reinsurance
New York
$428K – – –
KWM
506
Keebeck Wealth Management
Illinois
$428K – – –
ECM
507
Elgethun Capital Management
South Dakota
$427K +$4.49K +151 +1%
HPC
508
HM Payson & Co
Maine
$426K +$30.3K +1,018 +7%
LG
509
LaFleur & Godfrey
Michigan
$425K – – –
CGL
510
Clarius Group LLC
Washington
$425K +$87.8K +2,951 +25%
CQS
511
Credential Qtrade Securities
$424K -$55.7K -1,871 -11%
IRC
512
Investors Research Corp
Georgia
$423K – – –
FT
513
Fiduciary Trust
Massachusetts
$423K +$4.4K +148 +1%
EDRH
514
Edmond de Rothschild Holding
Switzerland
$414K +$40.8K +1,372 +10%
PE
515
Point72 Europe
United Kingdom
$411K -$342K -11,500 -44%
MYIA
516
Mount Yale Investment Advisors
Colorado
$410K +$39.7K +1,335 +10%
YIH
517
Y-Intercept (HK)
Hong Kong
$407K +$424K +14,249 New
OWP
518
Obermeyer Wealth Partners
Colorado
$405K +$41.1K +1,380 +11%
TBA
519
Tower Bridge Advisors
Pennsylvania
$403K – – –
CCFCSB
520
Cape Cod Five Cents Savings Bank
Massachusetts
$403K -$26.8K -900 -6%
MIC
521
Means Investment Company
Maine
$403K +$2.26K +76 +0.5%
CFGS
522
Concourse Financial Group Securities
Alabama
$402K -$61.2K -2,058 -13%
TCM
523
Tradewinds Capital Management
Washington
$402K +$208 +7 +0%
LGA
524
Lebenthal Global Advisors
New York
$400K -$51.4K -1,726 -11%
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$400K -$48K -1,612 -10%
19 20
21
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