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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
651
Retirement Group
California
$211K -$6.36K -264 -3%
ST
652
Smithfield Trust
Pennsylvania
$211K – – –
CT
653
Coastline Trust
Rhode Island
$210K +$208K +8,625 New
TH
654
TCTC Holdings
Texas
$209K – – –
SFP
655
Sandbox Financial Partners
Maryland
$209K +$201K +8,340 New
OA
656
Oxbow Advisors
Texas
$208K +$205K +8,533 New
BAS
657
Brown Advisory Securities
Maryland
$207K +$205K +8,501 New
AIP
658
Almanack Investment Partners
Pennsylvania
$206K +$204K +8,461 New
GI
659
GAMCO Investors
Connecticut
$205K -$55.4K -2,300 -21%
WWM
660
Windsor Wealth Management
Indiana
$205K +$203K +8,417 New
KMWM
661
Keudell/Morrison Wealth Management
Oregon
$202K +$200K +8,292 New
SWA
662
Stratos Wealth Advisors
Ohio
$202K +$200K +8,293 New
LJAC
663
L.J. Altfest & Co
New York
$202K +$200K +8,316 New
BRWM
664
B. Riley Wealth Management
Tennessee
$200K +$198K +8,207 New
CAL
665
Capital Analysts LLC
Pennsylvania
$195K +$25.7K +1,068 +15%
MFA
666
Mayflower Financial Advisors
Massachusetts
$189K -$61.5K -2,554 -25%
PFSC
667
Peoples Financial Services Corp
Pennsylvania
$182K -$9.63K -400 -5%
MLFP
668
MPS Loria Financial Planners
Illinois
$178K +$1.13K +47 +0.6%
OC
669
Oakworth Capital
Alabama
$172K +$28.9K +1,200 +20%
LWM
670
Liberty Wealth Management
California
$171K – – –
MA
671
Montag & Associates
Georgia
$171K +$10.1K +420 +6%
HIA
672
Harbor Investment Advisory
Maryland
$170K +$155K +6,445 +1,221%
BFC
673
Bedel Financial Consulting
Indiana
$169K +$22K +915 +15%
CM
674
Castleark Management
Illinois
$166K -$101K -4,187 -38%
1IA
675
1834 Investment Advisors
Wisconsin
$164K -$286K -11,865 -64%
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