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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
726
Asset Dedication LLC
California
$82K -$2.91K -121 -3%
HFA
727
Hoover Financial Advisors
Pennsylvania
$81K – – –
CI
728
CX Institutional
Indiana
$77K -$7.18K -298 -9%
FCB
729
First Command Bank
Texas
$76K – – –
FCFS
730
First Command Financial Services
Texas
$76K – – –
COCM
731
Charter Oak Capital Management
New Hampshire
$74K +$4.24K +176 +6%
WAS
732
Winch Advisory Services
Wisconsin
$74K +$11K +457 +18%
PFGIA
733
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$41.8K +1,735 +133%
FP
734
Financial Perspectives
Minnesota
$73.8K +$72 +3 +0.1%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$73K -$66.8K -2,773 -48%
ACA
736
Atlas Capital Advisors
Wyoming
$71.4K +$12K +500 +21%
SNT
737
Security National Trust
West Virginia
$70K -$36.1K -1,500 -34%
AW
738
Avion Wealth
Texas
$70K +$120 +5 +0.2%
CT
739
Caldwell Trust
Florida
$69.2K – – –
JAM
740
JCIC Asset Management
Ontario, Canada
$69K -$5.54K -230 -7%
SC
741
Steph & Co
Wisconsin
$69K – – –
CCC
742
Crescent Capital Consulting
Louisiana
$68K – – –
HDIM
743
Hanson & Doremus Investment Management
Vermont
$68K – – –
GA
744
GoalVest Advisory
New York
$68K +$120 +5 +0.2%
ATC
745
Adirondack Trust Company
New York
$67K – – –
VC
746
Vestor Capital
Illinois
$67K – – –
LC
747
Lindbrook Capital
California
$65K +$11.8K +492 +23%
BWM
748
BerganKDV Wealth Management
Minnesota
$63K -$16K -666 -21%
FWM
749
Focused Wealth Management
New York
$63K +$48.2K +2,000 +332%
EWM
750
Elmwood Wealth Management
California
$63K +$61.9K +2,572 New
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30
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