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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
551
FDx Advisors
Illinois
$532K -$223K -5,999 -30%
TCM
552
Tradewinds Capital Management
Washington
$530K -$9.95K -268 -2%
DWP
553
Daymark Wealth Partners
Ohio
$528K -$1.67K -45 -0.3%
RWP
554
RWA Wealth Partners
Massachusetts
$525K – – –
AMBIA
555
Allen Mooney & Barnes Investment Advisors
Georgia
$525K +$36.6K +987 +8%
ACG
556
Allen Capital Group
Nebraska
$525K -$8.65K -233 -2%
PCIA
557
Prime Capital Investment Advisors
Kansas
$522K +$74 +2 +0%
GF
558
Goodman Financial
Texas
$522K – – –
CPIG
559
Chicago Partners Investment Group
Illinois
$520K -$14.4K -387 -3%
MFG
560
MidWestOne Financial Group
Iowa
$518K -$14.1K -381 -3%
RCM
561
RNC Capital Management
California
$518K +$3.27K +88 +0.7%
BAM
562
Belpointe Asset Management
Nevada
$513K +$234K +6,292 +91%
MCC
563
Malaga Cove Capital
California
$512K -$557 -15 -0.1%
FPAS
564
Focus Partners Advisor Solutions
Missouri
$508K +$95.6K +2,577 +24%
WT
565
Whittier Trust
California
$506K +$3.6K +97 +0.7%
SGI
566
Summit Global Investments
Utah
$504K +$483K +13,022 New
AAM
567
Augustine Asset Management
Florida
$503K -$631 -17 -0.1%
BRG
568
Bay Rivers Group
Virginia
$503K – – –
SL
569
Sentry LLC
Tennessee
$500K – – –
LGA
570
Lebenthal Global Advisors
New York
$500K +$6.98K +188 +1%
EWA
571
EverSource Wealth Advisors
Alabama
$500K -$15.6K -420 -3%
RGC
572
Roberts, Glore & Co
Illinois
$499K – – –
MA
573
MONECO Advisors
Connecticut
$499K -$14.6K -393 -3%
LA
574
LVW Advisors
New York
$498K -$28.8K -776 -6%
HH
575
Hilltop Holdings
Texas
$496K -$38.8K -1,046 -8%
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