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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
576
Corient Capital Partners
California
$220K -$26.5K -1,408 -12%
PGAM
577
Princeton Global Asset Management
New Jersey
$218K – – –
HVP
578
Hudson Value Partners
Florida
$217K +$195K +10,325 New
EWA
579
Encompass Wealth Advisors
Oregon
$217K +$199K +10,569 New
BWM
580
BigSur Wealth Management
Florida
$216K – – –
KA
581
KLCM Advisors
Wisconsin
$215K -$6.18K -328 -3%
CA
582
CastleArk Alternatives
Illinois
$215K – – –
BB
583
Bell Bank
North Dakota
$214K – – –
SFA
584
Sequoia Financial Advisors
Ohio
$213K -$253K -13,432 -56%
AP
585
Americana Partners
Texas
$213K -$2.07K -110 -1%
1WA
586
180 Wealth Advisors
Washington
$213K +$163K +8,647 New
MFA
587
Mayflower Financial Advisors
Massachusetts
$211K +$194K +10,300 New
HCM
588
Howland Capital Management
Massachusetts
$210K -$1.7K -90 -0.9%
PNC
589
Park National Corp
Ohio
$209K -$76.2K -4,043 -28%
CS
590
Comerica Securities
Michigan
$209K -$7.37K -391 -4%
OFG
591
Oxford Financial Group
Indiana
$209K – – –
FA
592
FDx Advisors
Illinois
$209K +$192K +10,205 New
WIA
593
Wealthstreet Investment Advisors
Texas
$207K -$21.9K -1,160 -10%
AIM
594
Axiom Investment Management
New York
$206K -$301K -15,975 -99%
FWM
595
Fairhaven Wealth Management
Illinois
$206K -$85.9K -4,560 -31%
PBC
596
Pavion Blue Capital
California
$205K -$18.8K -1,000 -9%
PFPT
597
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K -$19.1K -1,014 -9%
SP
598
Successful Portfolios
Florida
$204K +$187K +9,946 New
GLA
599
Good Life Advisors
Pennsylvania
$202K -$15.5K -822 -8%
BB
600
Busey Bank
Illinois
$201K -$95.4K -5,061 -34%
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