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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
626
NTV Asset Management
West Virginia
$272K +$5.01K +200 +2%
VLC
627
Van Leeuwen & Company
New Jersey
$270K – – –
KMWM
628
Keudell/Morrison Wealth Management
Oregon
$270K +$37.9K +1,512 +18%
CI
629
CX Institutional
Indiana
$266K +$2.43K +97 +1%
IWM
630
IHT Wealth Management
Illinois
$265K -$384K -15,332 -61%
HVIA
631
Hudson Valley Investment Advisors
New York
$264K -$8.37K -334 -3%
BRWM
632
B. Riley Wealth Management
Tennessee
$264K +$36.7K +1,466 +18%
AT
633
Arden Trust
Delaware
$263K -$66.4K -2,650 -22%
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$263K – – –
DAM
635
Deltec Asset Management
New York
$262K -$2.5K -100 -1%
OIA
636
OneDigital Investment Advisors
Kansas
$260K +$18.4K +734 +8%
MA
637
MONECO Advisors
Connecticut
$260K +$47.2K +1,886 +25%
BCCM
638
Bridge Creek Capital Management
Massachusetts
$258K +$26.3K +1,050 +13%
UAS
639
United Asset Strategies
New York
$257K -$2.86K -114 -1%
NB
640
NBT Bank
New York
$257K – – –
WAM
641
Winslow Asset Management
Ohio
$257K – – –
PNC
642
Park National Corp
Ohio
$257K +$20.2K +807 +9%
TSS
643
Two Sigma Securities
New York
$255K -$1.11M -44,249 -83%
FWP
644
FAS Wealth Partners
Kansas
$255K -$6.34K -253 -3%
FLPIM
645
F.L. Putnam Investment Management
Massachusetts
$255K -$4.38K -175 -2%
SIM
646
Sonora Investment Management
Arizona
$255K +$55.1K +2,200 +31%
POIA
647
Pin Oak Investment Advisors
Texas
$254K -$10.9K -435 -4%
SIC
648
Shoker Investment Counsel
Ohio
$251K -$31.5K -1,259 -12%
PFPT
649
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K -$12.5K -499 -5%
CCG
650
Chatham Capital Group
Georgia
$250K -$1.88K -75 -0.8%
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