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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
726
Mayflower Financial Advisors
Massachusetts
$257K +$59K +1,345 +24%
NPPM
727
North Point Portfolio Managers
Ohio
$257K – – –
BCM
728
Birmingham Capital Management
Alabama
$257K -$8.78K -200 -3%
SW
729
SteelPeak Wealth
California
$256K -$8.51K -194 -3%
CIC
730
Cutler Investment Counsel
Oregon
$255K +$439 +10 +0.1%
PWA
731
PCG Wealth Advisors
Kansas
$254K – – –
WA
732
WP Advisors
California
$254K -$68.8K -1,567 -19%
CAMG
733
CWA Asset Management Group
Florida
$253K +$23.6K +538 +9%
PMG
734
ProVise Management Group
Florida
$252K -$13.4K -305 -4%
RSWM
735
Robertson Stephens Wealth Management
California
$252K +$5.18K +118 +2%
UAS
736
United Asset Strategies
New York
$251K -$11K -250 -4%
SP
737
Successful Portfolios
Florida
$251K +$570 +13 +0.2%
CFS
738
CRA Financial Services
New Jersey
$251K -$26.3K -600 -8%
NS
739
NBC Securities
Alabama
$248K +$1.14K +26 +0.4%
NFSG
740
Newbridge Financial Services Group
Florida
$245K +$99K +2,256 +52%
AA
741
Armis Advisers
Georgia
$245K -$12.2K -277 -4%
MFWP
742
Mosaic Family Wealth Partners
Missouri
$245K +$48.1K +1,096 +20%
PAM
743
Peninsula Asset Management
Florida
$244K – – –
CD
744
Chapin Davis
Maryland
$244K -$16.8K -383 -5%
BWA
745
Basecamp Wealth Advisors
Washington
$244K – – –
FAM
746
Formidable Asset Management
Ohio
$244K +$227K +5,181 New
RA
747
RFG Advisory
Alabama
$242K -$263 -6 -0.1%
DDC
748
DF Dent & Co
Maryland
$242K – – –
NS
749
Northland Securities
Minnesota
$242K -$14K -318 -5%
EHWM
750
Eads & Heald Wealth Management
Georgia
$241K +$26.1K +595 +10%
28 29
30
31 32