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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
651
WCG Wealth Advisors
Nevada
$404K -$114K -3,175 -23%
CBFP
652
Cedar Brook Financial Partners
Ohio
$404K -$2.55K -71 -0.7%
BWP
653
BSW Wealth Partners
Colorado
$403K +$143 +4 +0%
IC
654
Inscription Capital
Texas
$402K +$383K +10,675 New
XWM
655
Xcel Wealth Management
Florida
$399K -$3.59K -100 -0.9%
BCM
656
Brookstone Capital Management
Illinois
$398K -$61.5K -1,715 -14%
CWS
657
Confluence Wealth Services
Pennsylvania
$394K +$7.53K +210 +2%
SJL
658
Shayne & Jacobs LLC
Tennessee
$394K – – –
FCH
659
Freestone Capital Holdings
Washington
$392K +$373K +10,400 New
WANY
660
Wealthspire Advisors (New York)
New York
$391K -$7.75K -216 -2%
BCA
661
Bay Colony Advisors
Massachusetts
$391K +$372K +10,367 New
HIC
662
Hartline Investment Corp
Illinois
$391K +$372K +10,367 New
PCM
663
Perkins Capital Management
Minnesota
$390K – – –
HCP
664
Hexagon Capital Partners
Arkansas
$390K +$466 +13 +0.1%
WAS
665
Winch Advisory Services
Wisconsin
$390K +$7.64K +213 +2%
CICI
666
Capital Investment Counsel Inc
North Carolina
$388K – – –
LBC
667
Lowe Brockenbrough & Co
Virginia
$388K -$1.18K -33 -0.3%
MW
668
Marcum Wealth
Ohio
$388K +$113K +3,153 +44%
EWA
669
Exencial Wealth Advisors
Oklahoma
$388K -$14K -391 -4%
ACA
670
Atlas Capital Advisors
Wyoming
$388K -$17K -474 -4%
FFN
671
Focus Financial Network
Minnesota
$387K +$366K +10,201 New
PTC
672
Private Trust Company
Ohio
$384K -$5.74K -160 -2%
NFSG
673
Newbridge Financial Services Group
Florida
$383K +$364K +10,153 New
SPWM
674
Straight Path Wealth Management
Michigan
$382K – – –
P
675
&Partners
Tennessee
$382K +$139K +3,879 +62%
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