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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
Palladium Partners
Virginia
$358K – – –
NL
577
NWAM LLC
Washington
$357K -$194K -6,375 -34%
BCM
578
Brookstone Capital Management
Illinois
$356K -$4.08K -134 -1%
MPPW
579
Mitchell & Pahl Private Wealth
Oklahoma
$354K +$75K +2,461 +26%
AAMC
580
Asset Allocation & Management Company
Illinois
$353K – – –
MHR
581
Matthew Hamilton Rosenberg
$352K +$61 +2 +0%
WT
582
Whittier Trust
California
$351K +$18.4K +604 +5%
CIA
583
Choate Investment Advisors
Massachusetts
$349K – – –
AWS
584
Arkfeld Wealth Strategies
Nebraska
$349K +$2.5K +82 +0.7%
CFG
585
Cooper Financial Group
California
$349K +$29.2K +959 +9%
AFG
586
Allegheny Financial Group
Pennsylvania
$347K -$15.2K -499 -4%
WAS
587
WESPAC Advisors SoCal
California
$347K – – –
CWS
588
Confluence Wealth Services
Pennsylvania
$347K +$360K +11,806 New
PTC
589
Private Trust Company
Ohio
$346K -$73.3K -2,404 -17%
V
590
Veritable
Delaware
$346K -$41.5K -1,362 -10%
ATC
591
Argent Trust Co
Tennessee
$345K – – –
EWA
592
Encompass Wealth Advisors
Oregon
$344K +$549 +18 +0.2%
MHS
593
M Holdings Securities
Oregon
$344K +$357K +11,714 New
GI
594
GAMCO Investors
Connecticut
$343K +$355K +11,657 New
AAM
595
AR Asset Management
California
$342K – – –
CGL
596
Clarius Group LLC
Washington
$342K – – –
PSP
597
Principal Street Partners
Tennessee
$342K +$355K +11,637 New
ACA
598
Atlas Capital Advisors
Wyoming
$342K -$14.3K -470 -4%
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$341K +$265K +8,697 +301%
HIM
600
Hotaling Investment Management
Pennsylvania
$340K -$81.2K -2,662 -19%
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