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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
651
Wagner Wealth Management (South Carolina)
South Carolina
$275K -$4.88K -164 -2%
PFPT
652
Pinnacle Financial Partners (Tennessee)
Tennessee
$274K -$15.4K -516 -5%
CL
653
Choreo LLC
Illinois
$271K +$7.11K +239 +3%
AUB
654
Atlantic Union Bankshares
Virginia
$270K -$26.8K -900 -9%
EAM
655
Eagle Asset Management
Florida
$270K -$1.84K -62 -0.6%
ESB
656
Essex Savings Bank
Connecticut
$269K +$32.3K +1,085 +13%
OIA
657
OneDigital Investment Advisors
Kansas
$268K -$9.4K -316 -3%
RI
658
Ridgewood Investments
New Jersey
$268K +$279K +9,389 New
CA
659
Crewe Advisors
Utah
$267K +$565 +19 +0.2%
1WA
660
180 Wealth Advisors
Washington
$267K +$9.67K +325 +4%
HI
661
Hendershot Investments
Virginia
$266K -$2.2K -74 -0.8%
SIG
662
Stonegate Investment Group
Alabama
$265K +$5.65K +190 +2%
FF
663
FourThought Financial
Florida
$264K -$31.9K -1,072 -10%
IC
664
Inverness Counsel
New York
$263K -$234K -7,875 -46%
TC
665
TownSquare Capital
Utah
$263K +$9.16K +308 +3%
CHC
666
City Holding Co
West Virginia
$261K -$15.6K -523 -5%
CT
667
Cambridge Trust
Massachusetts
$261K – – –
SFP
668
Sandbox Financial Partners
Maryland
$261K – – –
AIP
669
Ahrens Investment Partners
Louisiana
$260K -$18.8K -631 -6%
SMF
670
Sterling Manor Financial
New York
$260K – – –
NL
671
NWAM LLC
Washington
$258K -$89.7K -3,016 -25%
SWIG
672
Strategic Wealth Investment Group
Kentucky
$258K +$52.8K +1,776 +24%
FSG
673
Financial Strategies Group
Michigan
$257K – – –
MGIA
674
Moneta Group Investment Advisors
Missouri
$256K -$49.1K -1,650 -16%
9WM
675
9258 Wealth Management
Ohio
$256K -$833 -28 -0.3%
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