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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
601
SNS Financial Group
Minnesota
$447K -$67K -1,849 -14%
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$445K -$27.8K -768 -6%
HIC
603
Holderness Investments Company
North Carolina
$444K -$6.27K -173 -1%
WI
604
Wedgewood Investors
Pennsylvania
$442K -$38.4K -1,060 -8%
MWM
605
Meridian Wealth Management
Kentucky
$442K -$1.05K -29 -0.3%
SAMC
606
Spectrum Asset Management (California)
California
$441K +$97K +2,678 +30%
ST
607
Smithfield Trust
Pennsylvania
$439K -$15.8K -435 -4%
QSS
608
Quantitative Systematic Strategies
Florida
$439K +$414K +11,420 New
IWP
609
Icon Wealth Partners
Texas
$438K +$412K +11,373 New
LJAC
610
L.J. Altfest & Co
New York
$437K +$13K +359 +3%
FNT
611
First National Trust
Pennsylvania
$432K +$4.35K +120 +1%
AMG
612
Advisors Management Group
Wisconsin
$431K -$4.96K -137 -1%
OC
613
Oarsman Capital
Wisconsin
$430K -$72.4K -1,998 -15%
WP
614
Wedgewood Partners
Missouri
$427K -$36.2K -998 -8%
PGFC
615
Peapack-Gladstone Financial Corp
New Jersey
$426K -$58.3K -1,609 -13%
CCWA
616
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$426K -$2.03K -56 -0.5%
BEAM
617
Baker Ellis Asset Management
Washington
$425K +$103K +2,839 +35%
CFA
618
Carroll Financial Associates
North Carolina
$424K +$10.9K +300 +3%
PFSC
619
Peoples Financial Services Corp
Pennsylvania
$421K -$5.98K -165 -1%
CAG
620
Crestwood Advisors Group
Massachusetts
$421K +$397K +10,953 New
GJIC
621
Gamble Jones Investment Counsel
California
$419K +$20.1K +556 +5%
BIAS
622
Beacon Investment Advisory Services
New Jersey
$418K -$136K -3,754 -26%
KIC
623
Keating Investment Counselors
Florida
$416K -$5.91K -163 -1%
HCM
624
Hodges Capital Management
Texas
$415K +$391K +10,788 New
CCM
625
Cohen Capital Management
California
$413K -$5.83K -161 -1%
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