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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
501
Finward Bancorp
Indiana
$501K -$5.82K -166 -1%
BPWM
502
BCS Private Wealth Management
New Jersey
$500K -$41.7K -1,189 -8%
CIC
503
Carnegie Investment Counsel
Ohio
$497K +$196K +5,586 +64%
WIS
504
Wright Investors Service
Connecticut
$497K -$14.6K -416 -3%
ACM
505
Alessandra Capital Management
California
$496K +$501K +14,283 New
MB
506
MidFirst Bank
Oklahoma
$495K +$500K +14,248 New
EWA
507
EverSource Wealth Advisors
Alabama
$492K -$15.7K -447 -3%
ATI
508
ARK & TLK Investments
Oklahoma
$490K +$8.63K +246 +2%
AC
509
AlphaCore Capital
California
$490K +$495K +14,101 New
BF
510
Brucke Financial
Indiana
$489K -$55.2K -1,574 -10%
HPC
511
HM Payson & Co
Maine
$486K -$63.7K -1,817 -11%
RCM
512
RNC Capital Management
California
$486K +$7.16K +204 +1%
GT
513
Greenleaf Trust
Michigan
$485K +$7.3K +208 +2%
JFG
514
Jefferies Financial Group
New York
$481K -$1.34M -38,163 -73%
CW
515
CreativeOne Wealth
Kansas
$473K +$56K +1,597 +13%
PS
516
Principal Securities
Iowa
$473K +$27.3K +777 +6%
ACG
517
Allen Capital Group
Nebraska
$470K +$5.44K +155 +1%
KFA
518
Kelleher Financial Advisors
New York
$469K – – –
BWP
519
Balboa Wealth Partners
Arizona
$466K – – –
BB
520
Burford Brothers
Texas
$464K – – –
CL
521
COWA LLC
Oklahoma
$462K -$35.1K -1,000 -7%
PE
522
PCM Encore
Colorado
$461K +$465K +13,264 New
GCM
523
Graham Capital Management
Connecticut
$461K -$2.38M -67,797 -84%
TA
524
TrueWealth Advisors
Alabama
$459K -$136K -3,877 -23%
WAS
525
Winch Advisory Services
Wisconsin
$456K -$2.49K -71 -0.5%
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