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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
551
BigSur Wealth Management
Florida
$333K +$43K +1,791 +14%
FIB
552
First Interstate Bank
Montana
$330K +$6.79K +283 +2%
IFG
553
Independent Financial Group
California
$329K -$319K -13,290 -48%
FIM
554
Frontier Investment Management
Texas
$329K -$133K -5,531 -28%
DWA
555
Douglass Winthrop Advisors
New York
$328K +$338K +14,066 New
ISB
556
Iowa State Bank
Iowa
$327K -$1.21M -50,605 -78%
FIM
557
Fruth Investment Management
Texas
$326K +$12K +500 +4%
RPC
558
Rossmore Private Capital
Connecticut
$322K – – –
MWM
559
Mission Wealth Management
California
$321K +$330K +13,763 New
MCM
560
Mitchell Capital Management
Kansas
$319K +$23.5K +980 +8%
VWA
561
V Wealth Advisors
Kansas
$318K -$163K -6,771 -33%
PTP
562
Platform Technology Partners
New York
$318K -$1.63K -68 -0.5%
IA
563
IFG Advisory
Georgia
$316K +$6.96K +290 +2%
RGC
564
Roberts, Glore & Co
Illinois
$314K -$15.6K -650 -5%
CIA
565
Capital Investment Advisors
Georgia
$312K +$77.8K +3,241 +32%
TGAM
566
TBH Global Asset Management
Tennessee
$311K -$120K -5,000 -27%
TBA
567
Tower Bridge Advisors
Pennsylvania
$309K – – –
FANJ
568
Financial Architects (New Jersey)
New Jersey
$309K -$39.5K -1,646 -11%
JWM
569
Janiczek Wealth Management
Colorado
$309K +$318K +13,238 New
IWC
570
Integrated Wealth Concepts
Massachusetts
$307K -$8.38K -349 -3%
PWPS
571
Pinnacle Wealth Planning Services
Ohio
$307K +$106K +4,432 +51%
FFN
572
Focus Financial Network
Minnesota
$306K +$4.13K +172 +1%
WAS
573
Wealth Advisory Solutions
Indiana
$306K – – –
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K -$38.6K -1,609 -11%
CA
575
Callahan Advisors
Texas
$304K – – –
21 22
23
24 25