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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
551
Cooper Financial Group
California
$413K +$15K +459 +4%
CIA
552
Capital Investment Advisors
Georgia
$412K +$9.4K +288 +2%
CICI
553
Capital Investment Counsel Inc
North Carolina
$412K +$27.4K +840 +7%
WF
554
Welch & Forbes
Massachusetts
$411K -$743K -22,754 -65%
AMBIA
555
Allen Mooney & Barnes Investment Advisors
Georgia
$410K -$12.5K -384 -3%
CCB
556
Country Club Bank
Missouri
$410K +$3.62K +111 +0.9%
IWM
557
IHT Wealth Management
Illinois
$409K -$18K -552 -4%
NIM
558
Northeast Investment Management
Massachusetts
$405K – – –
CWM
559
Cordatus Wealth Management
Pennsylvania
$403K +$390K +11,934 New
SLC
560
Second Line Capital
Louisiana
$402K -$49.1K -1,504 -11%
IC
561
Inscription Capital
Texas
$402K +$348K +10,675 New
PS
562
Principal Securities
Iowa
$402K – – –
NWMG
563
National Wealth Management Group
Ohio
$400K +$386K +11,839 New
GF
564
Goodman Financial
Texas
$399K – – –
WAM
565
Weinberger Asset Management
California
$399K -$2.87K -88 -0.7%
DTC
566
Davidson Trust Company
Washington
$399K +$385K +11,801 New
AWMM
567
Aegis Wealth Management (Maryland)
Maryland
$398K – – –
4WM
568
49 Wealth Management
Texas
$396K -$13.4K -411 -3%
FIM
569
Fruth Investment Management
Texas
$394K – – –
AAM
570
AR Asset Management
California
$393K – – –
RCM
571
RNC Capital Management
California
$392K +$2.35K +72 +0.6%
PL
572
Plancorp LLC
Missouri
$390K -$31.2K -955 -8%
CT
573
Chicago Trust
Illinois
$389K +$9.07K +278 +2%
HCA
574
Harbour Capital Advisors
Virginia
$387K +$403K +12,355 New
ET
575
Equitable Trust
Tennessee
$387K -$78.3K -2,400 -17%
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