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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
526
Equitable Trust
Tennessee
$410K -$150K -5,000 -27%
BB
527
Busey Bank
Illinois
$408K +$16.7K +557 +4%
EWA
528
EP Wealth Advisors
California
$405K +$50.7K +1,686 +14%
PS
529
Principal Securities
Iowa
$402K -$340K -11,320 -45%
GC
530
Garde Capital
Washington
$401K +$6.01K +200 +1%
BB
531
Burford Brothers
Texas
$399K – – –
SLC
532
Second Line Capital
Louisiana
$396K -$20.9K -696 -5%
LWAM
533
Legacy Wealth Asset Management
Minnesota
$396K -$13.7K -455 -3%
JCM
534
Jacobi Capital Management
Pennsylvania
$395K +$81.2K +2,701 +25%
AMIM
535
Aull & Monroe Investment Management
Alabama
$392K -$57.1K -1,900 -13%
EH
536
Equitable Holdings
New York
$392K -$52.8K -1,759 -12%
IC
537
IEQ Capital
California
$392K -$66.1K -2,199 -14%
FT
538
Fiduciary Trust
Massachusetts
$390K +$88.5K +2,944 +29%
CFD
539
Creative Financial Designs
Indiana
$389K +$321K +10,671 +428%
ACMA
540
Arbor Capital Management (Alaska)
Alaska
$386K +$81.8K +2,724 +28%
PFPT
541
Pinnacle Financial Partners (Tennessee)
Tennessee
$386K +$42.8K +1,426 +12%
HNB
542
Hilltop National Bank
Wyoming
$386K -$16.7K -555 -4%
BRG
543
Bay Rivers Group
Virginia
$384K – – –
SL
544
Sentry LLC
Tennessee
$382K – – –
MCM
545
MAI Capital Management
Ohio
$381K +$26.6K +884 +7%
WAS
546
Winch Advisory Services
Wisconsin
$378K +$60.4K +2,011 +19%
DWP
547
Daymark Wealth Partners
Ohio
$375K -$79.6K -2,651 -17%
IWM
548
IHT Wealth Management
Illinois
$374K -$43.7K -1,456 -10%
CPIG
549
Chicago Partners Investment Group
Illinois
$373K -$10K -334 -3%
MMA
550
Miracle Mile Advisors
California
$373K +$379K +12,605 New
20 21
22
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