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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Fruth Investment Management
Texas
$431K – – –
LWAM
602
Legacy Wealth Asset Management
Minnesota
$430K +$9.38K +256 +2%
KF
603
Krilogy Financial
Missouri
$430K -$7.07K -193 -2%
GIA
604
Gladstone Institutional Advisory
Florida
$428K +$170K +4,638 +62%
CCG
605
Coastwise Capital Group
California
$427K +$1.87K +51 +0.4%
AAMC
606
Asset Allocation & Management Company
Illinois
$425K – – –
MMH
607
Menora Mivtachim Holdings
Israel
$425K – – –
NIM
608
Northeast Investment Management
Massachusetts
$425K – – –
CF
609
Centaurus Financial
California
$424K -$20.2K -551 -4%
RWA
610
Redhawk Wealth Advisors
Minnesota
$422K -$98.1K -2,680 -18%
RCA
611
Reitz Capital Advisors
Michigan
$416K -$106K -2,900 -20%
IW
612
Imprint Wealth
South Carolina
$415K +$4.21K +115 +1%
GCM
613
Gallacher Capital Management
Colorado
$414K +$3.15K +86 +0.7%
AAM
614
AR Asset Management
California
$412K – – –
CFB
615
Cullen/Frost Bankers
Texas
$411K -$516K -14,081 -55%
HT
616
Headlands Technologies
Illinois
$409K -$196K -5,347 -32%
OIA
617
OneDigital Investment Advisors
Kansas
$409K -$7.98K -218 -2%
KA
618
KLCM Advisors
Wisconsin
$406K -$35.8K -977 -8%
AAM
619
Augustine Asset Management
Florida
$404K -$58.6K -1,599 -12%
SWM
620
Spire Wealth Management
Virginia
$403K -$8.61K -235 -2%
KFGK
621
Keystone Financial Group (Kentucky)
Kentucky
$403K +$8.24K +225 +2%
PFPT
622
Pinnacle Financial Partners (Tennessee)
Tennessee
$403K +$18.8K +512 +5%
AWM
623
Accurate Wealth Management
Florida
$403K -$1.94K -53 -0.5%
LA
624
LM Advisors
California
$403K +$417K +11,377 New
FMWA
625
Forvis Mazars Wealth Advisors
Missouri
$402K -$30.8K -842 -7%
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