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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
601
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$454K – – –
AAM
602
AR Asset Management
California
$451K – – –
GCM
603
Gallacher Capital Management
Colorado
$450K +$13.4K +360 +3%
IW
604
Imprint Wealth
South Carolina
$449K -$56.1K -1,511 -12%
CCB
605
Country Club Bank
Missouri
$447K – – –
IFG
606
Independent Financial Group
California
$445K -$45.9K -1,238 -10%
WSTAM
607
Wilbanks Smith & Thomas Asset Management
Virginia
$445K +$12.5K +338 +3%
SRC
608
Sage Rhino Capital
California
$441K +$12.4K +335 +3%
LG
609
LaFleur & Godfrey
Michigan
$439K – – –
FB
610
Fulton Bank
Pennsylvania
$435K -$74.7K -2,013 -15%
PL
611
Plancorp LLC
Missouri
$434K +$1.15K +31 +0.3%
EWA
612
EP Wealth Advisors
California
$433K -$44K -1,186 -10%
KFGK
613
Keystone Financial Group (Kentucky)
Kentucky
$432K +$445 +12 +0.1%
PBT
614
Pictet Bank & Trust
Bahamas
$428K – – –
PCA
615
Peddock Capital Advisors
Massachusetts
$428K – – –
WCM
616
Wunderlich Capital Managemnt
Tennessee
$426K +$15.5K +417 +4%
AFG
617
Alterity Financial Group
Maine
$426K – – –
SHFA
618
SS&H Financial Advisors
Michigan
$425K +$408K +10,980 New
GSC
619
Grey Street Capital
Illinois
$425K -$7.16K -193 -2%
CD
620
Chapin Davis
Maryland
$425K -$371 -10 -0.1%
FT
621
Fiduciary Trust
Massachusetts
$425K -$28.2K -760 -6%
CWS
622
Confluence Wealth Services
Pennsylvania
$424K +$21.4K +577 +6%
FCA
623
FinTrust Capital Advisors
South Carolina
$424K +$53.4K +1,439 +15%
SS
624
Sunbelt Securities
Texas
$422K +$631 +17 +0.2%
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$421K -$9.02K -243 -2%
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