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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
551
Tower Bridge Advisors
Pennsylvania
$493K – – –
BRG
552
Bay Rivers Group
Virginia
$493K – – –
CM
553
Caption Management
Oklahoma
$493K +$486K +13,000 New
PA
554
PSI Advisors
Florida
$493K -$11.2K -300 -2%
WT
555
Whittier Trust
California
$492K – – –
GI
556
GAMCO Investors
Connecticut
$492K -$78K -2,088 -14%
RCA
557
Reitz Capital Advisors
Michigan
$491K -$5.04K -135 -1%
HH
558
Hilltop Holdings
Texas
$490K -$139K -3,721 -22%
SL
559
Sentry LLC
Tennessee
$490K +$483K +12,920 New
FB
560
Fulton Bank
Pennsylvania
$490K +$483K +12,916 New
RGC
561
Roberts, Glore & Co
Illinois
$489K +$7.25K +194 +2%
IW
562
Imprint Wealth
South Carolina
$489K +$481K +12,888 New
FFN
563
Focus Financial Network
Minnesota
$488K -$11.2K -301 -2%
FMWA
564
Forvis Mazars Wealth Advisors
Missouri
$487K +$598 +16 +0.1%
IWM
565
IHT Wealth Management
Illinois
$486K -$2.5K -67 -0.5%
MFG
566
MidWestOne Financial Group
Iowa
$485K +$478K +12,783 New
JCM
567
Jacobi Capital Management
Pennsylvania
$485K +$201K +5,371 +73%
MCM
568
McMillion Capital Management
North Carolina
$480K -$34K -910 -7%
AMBIA
569
Allen Mooney & Barnes Investment Advisors
Georgia
$477K +$224 +6 +0%
RIA
570
Realta Investment Advisors
Delaware
$476K +$28.8K +772 +7%
CIA
571
Choate Investment Advisors
Massachusetts
$474K +$10.9K +291 +2%
SDWIA
572
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$471K +$22.6K +606 +5%
BSW
573
Buckingham Strategic Wealth
Missouri
$471K – – –
AWM
574
Accurate Wealth Management
Florida
$468K +$13.1K +350 +3%
V
575
Veritable
Delaware
$467K +$94.1K +2,518 +26%
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