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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SkyOak Wealth
Michigan
$213K -$6.82K -315 -3%
CCP
552
Corient Capital Partners
California
$212K -$9.7K -448 -4%
NHC
553
Nicholas Hoffman & Company
Georgia
$212K +$5.63K +260 +2%
AAMC
554
Asset Allocation & Management Company
Illinois
$210K – – –
SKK
555
Shepherd Kaplan Krochuk
Massachusetts
$210K +$26K +1,200 +11%
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K -$24.1K -1,115 -9%
HVIA
557
Hudson Valley Investment Advisors
New York
$208K – – –
OIA
558
Optimum Investment Advisors
Illinois
$207K -$159K -7,345 -38%
MA
559
Montag & Associates
Georgia
$207K -$105K -4,863 -29%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$205K -$15.6K -719 -6%
LIA
561
LS Investment Advisors
Michigan
$205K – – –
MCA
562
Magnolia Capital Advisors
Mississippi
$203K +$4.29K +198 +2%
FCA
563
FinTrust Capital Advisors
South Carolina
$202K -$20.5K -949 -8%
BAM
564
Berkshire Asset Management
Pennsylvania
$201K -$1.08K -50 -0.4%
BL
565
BFSG LLC
California
$201K – – –
SCA
566
STALEY CAPITAL ADVISERS
Pennsylvania
$201K +$249K +11,492 New
FGA
567
Fortis Group Advisors
New Jersey
$201K +$250K +11,527 New
EB
568
Eastern Bank
Massachusetts
$200K +$1.32K +61 +0.5%
NIM
569
Northeast Investment Management
Massachusetts
$199K -$204K -9,400 -45%
BWP
570
BSW Wealth Partners
Colorado
$199K – – –
DAS
571
Dynamic Advisor Solutions
Arizona
$199K +$3.75K +173 +2%
FPCP
572
Fort Point Capital Partners
California
$198K +$1.67K +77 +0.7%
RCA
573
Reitz Capital Advisors
Michigan
$197K +$35.9K +1,657 +17%
WIA
574
Wealthstreet Investment Advisors
Texas
$196K -$27.1K -1,250 -10%
BBI
575
Baxter Bros Inc
Connecticut
$195K -$4.33K -200 -2%
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