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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
701
Rathbones Group
United Kingdom
$272K – – –
GIA
702
Gladstone Institutional Advisory
Florida
$271K -$48.6K -1,489 -16%
GLA
703
Great Lakes Advisors
Illinois
$271K +$14.7K +451 +6%
WA
704
WP Advisors
California
$271K +$3.33K +102 +1%
BCM
705
Brookstone Capital Management
Illinois
$271K -$46K -1,408 -15%
CFO
706
Callan Family Office
Pennsylvania
$270K -$279K -8,561 -52%
IBOK
707
Independence Bank of Kentucky
Kentucky
$269K – – –
LBC
708
Lowe Brockenbrough & Co
Virginia
$268K -$36.4K -1,116 -12%
XT
709
XTX Topco
Cayman Islands
$268K +$258K +7,918 New
E3F
710
Eight 31 Financial
Texas
$267K -$6.89K -211 -3%
RDFA
711
Ritter Daniher Financial Advisory
Ohio
$266K – – –
AHL
712
Abel Hall LLC
Louisiana
$263K +$254K +7,794 New
BIM
713
Bridges Investment Management
Nebraska
$263K +$1.63K +50 +0.6%
PVM
714
Palogic Value Management
Texas
$263K – – –
DDC
715
DF Dent & Co
Maryland
$262K -$64.8K -1,985 -20%
WDG
716
Wealth Dimensions Group
Ohio
$262K -$6.4K -196 -2%
SWM
717
Spire Wealth Management
Virginia
$262K +$31.3K +959 +14%
GI
718
GAMCO Investors
Connecticut
$261K +$252K +7,727 New
PAG
719
Powers Advisory Group
Illinois
$260K -$1.6K -49 -0.6%
CGL
720
Clarius Group LLC
Washington
$260K +$251K +7,689 New
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$258K +$4.01K +123 +2%
SFI
722
SPC Financial Inc
Maryland
$258K -$6.69K -205 -3%
CA
723
Cullinan Associates
Kentucky
$257K – – –
PAMG
724
Patton Albertson Miller Group
Tennessee
$256K -$14.6K -447 -6%
IIM
725
InTrack Investment Management
Vermont
$256K -$222K -6,801 -47%
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