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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
501
Abel Hall LLC
Louisiana
$533K +$574K +16,970 New
AIIMS
502
Analyst IMS Investment Management Services
Israel
$532K – – –
BFIM
503
Beese Fulmer Investment Management
Ohio
$532K -$33.8K -1,000 -6%
PGIM
504
Pacific Global Investment Management
California
$529K -$122K -3,598 -18%
CT
505
Chicago Trust
Illinois
$529K – – –
ECM
506
Elgethun Capital Management
South Dakota
$528K +$4.23K +125 +0.7%
AWM
507
AE Wealth Management
Kansas
$528K -$163K -4,819 -22%
MCC
508
Malaga Cove Capital
California
$525K +$126K +3,732 +29%
OPWM
509
Oxinas Partners Wealth Management
Indiana
$520K -$45.1K -1,333 -7%
MCM
510
Mill Capital Management
North Carolina
$518K – – –
NAS
511
Nicolet Advisory Services
Wisconsin
$513K +$812 +24 +0.2%
SB
512
Simmons Bank
Arkansas
$512K -$18K -533 -3%
LFA
513
Legacy Financial Advisors
Kentucky
$509K -$92.9K -2,745 -14%
CCA
514
Childress Capital Advisors
Texas
$507K +$546K +16,148 New
HPC
515
HM Payson & Co
Maine
$506K -$24.6K -727 -4%
AF
516
Advisornet Financial
Minnesota
$505K +$203 +6 +0%
IP
517
Investment Partners
Ohio
$502K +$3.99K +118 +0.7%
AFG
518
Allegheny Financial Group
Pennsylvania
$501K +$440 +13 +0.1%
AIC
519
Archer Investment Corporation
Indiana
$501K +$304 +9 +0.1%
CL
520
COWA LLC
Oklahoma
$499K -$35.5K -1,050 -6%
MA
521
MONECO Advisors
Connecticut
$497K +$76.1K +2,249 +17%
FCP
522
Fidelis Capital Partners
Florida
$490K -$675K -19,961 -56%
AFG
523
Atomi Financial Group
New York
$490K -$41.4K -1,224 -7%
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$487K +$518K +15,322 +7,661%
SC
525
Syon Capital
California
$485K -$122K -3,594 -19%
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