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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
601
Allworth Financial
California
$301K -$4.63K -167 -1%
WDG
602
Wealth Dimensions Group
Ohio
$301K – – –
CCIA
603
Campbell & Co Investment Adviser
Maryland
$297K +$310K +11,166 New
BWP
604
BSW Wealth Partners
Colorado
$296K – – –
NHC
605
Nicholas Hoffman & Company
Georgia
$294K -$59.9K -2,158 -16%
PCA
606
Peddock Capital Advisors
Massachusetts
$294K -$27.7K -1,000 -8%
LBC
607
Lowe Brockenbrough & Co
Virginia
$294K -$18.8K -678 -6%
NIM
608
Northeast Investment Management
Massachusetts
$293K – – –
AFG
609
Alterity Financial Group
Maine
$293K +$305K +11,000 New
BFM
610
Boston Financial Management
Massachusetts
$292K -$27.7K -1,000 -8%
CAMG
611
CWA Asset Management Group
Florida
$292K -$749 -27 -0.2%
FSG
612
Financial Strategies Group
Michigan
$292K – – –
CFG
613
Cooper Financial Group
California
$291K -$63.1K -2,274 -17%
1WA
614
180 Wealth Advisors
Washington
$289K +$721 +26 +0.3%
AMG
615
Advisors Management Group
Wisconsin
$289K +$860 +31 +0.3%
EAM
616
Eagle Asset Management
Florida
$288K +$5.19K +187 +2%
ZB
617
Zions Bancorporation
Utah
$288K +$115K +4,161 +62%
FHA
618
First Horizon Advisors
Tennessee
$286K -$49K -1,766 -14%
1IA
619
1834 Investment Advisors
Wisconsin
$286K -$13.9K -500 -4%
SCA
620
Snowden Capital Advisors
New York
$283K -$247K -8,901 -46%
AWE
621
Avidian Wealth Enterprises
Texas
$282K -$107K -3,848 -27%
PGAM
622
Princeton Global Asset Management
New Jersey
$282K – – –
OFG
623
Oxford Financial Group
Indiana
$282K +$3K +108 +1%
AUB
624
Atlantic Union Bankshares
Virginia
$279K -$87.5K -3,153 -23%
MGIA
625
Moneta Group Investment Advisors
Missouri
$272K +$1.17K +42 +0.4%
23 24
25
26 27