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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
526
Legacy Financial Advisors
Kentucky
$386K +$7.29K +263 +2%
KWM
527
Keebeck Wealth Management
Illinois
$384K -$27.7K -1,000 -6%
GT
528
Greenleaf Trust
Michigan
$382K -$7.66K -276 -2%
IA
529
IFG Advisory
Georgia
$382K +$5.63K +203 +1%
MIS
530
Morningstar Investment Services
Illinois
$380K +$33.1K +1,194 +9%
KCM
531
Kanawha Capital Management
Virginia
$379K -$4.41K -159 -1%
HIM
532
Hotaling Investment Management
Pennsylvania
$379K +$6.57K +237 +2%
GCP
533
GSA Capital Partners
United Kingdom
$379K +$395K +14,250 New
PTC
534
Private Trust Company
Ohio
$378K -$8.79K -317 -2%
TBA
535
Tower Bridge Advisors
Pennsylvania
$376K -$31.4K -1,132 -7%
TI
536
Truehand Inc
New Hampshire
$376K – – –
WAS
537
WESPAC Advisors SoCal
California
$375K – – –
HC
538
Henshaw Capital
Massachusetts
$373K – – –
TI
539
Telemetry Investments
New York
$373K – – –
TA
540
TruWealth Advisors
Louisiana
$371K -$5.77K -208 -1%
DWM
541
Dorchester Wealth Management
Quebec, Canada
$370K -$58.9K -2,125 -13%
WI
542
Wintrust Investments
Illinois
$370K +$35.5K +1,279 +10%
GG
543
Gofen & Glossberg
Illinois
$369K -$52.3K -1,886 -12%
GF
544
Goodman Financial
Texas
$369K – – –
MIC
545
Means Investment Company
Maine
$368K -$87.4K -3,151 -19%
EWA
546
EP Wealth Advisors
California
$364K +$65.4K +2,359 +21%
WWMSC
547
Wagner Wealth Management (South Carolina)
South Carolina
$357K +$139 +5 +0%
BCM
548
Brookstone Capital Management
Illinois
$357K +$37.7K +1,358 +13%
ERIC
549
Eagle Rock Investment Company
Georgia
$357K +$371K +13,393 New
PAG
550
Powers Advisory Group
Illinois
$357K +$372K +13,401 New
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