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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
726
Foundations Investment Advisors
Arizona
$315K +$73.7K +2,013 +29%
PA
727
PSI Advisors
Florida
$315K -$106K -2,906 -25%
FLPIM
728
F.L. Putnam Investment Management
Massachusetts
$315K -$33.8K -924 -9%
WC
729
Woodstock Corp
Massachusetts
$313K -$41.2K -1,125 -11%
FSG
730
Financial Strategies Group
Michigan
$311K – – –
BCP
731
Blackhawk Capital Partners
Wisconsin
$308K -$696 -19 -0.2%
ERIC
732
Eagle Rock Investment Company
Georgia
$307K – – –
JCM
733
Jacobi Capital Management
Pennsylvania
$307K -$188K -5,133 -37%
MIC
734
Means Investment Company
Maine
$306K -$115K -3,147 -27%
HVIA
735
Hudson Valley Investment Advisors
New York
$305K – – –
SCP
736
Sivia Capital Partners
California
$305K +$315K +8,604 New
DWM
737
Dorchester Wealth Management
Quebec, Canada
$304K – – –
WAS
738
WESPAC Advisors SoCal
California
$304K -$44.3K -1,210 -12%
IC
739
IEQ Capital
California
$304K +$75.6K +2,065 +32%
AWM
740
Axxcess Wealth Management
California
$301K +$312K +8,513 New
PAM
741
Pinpoint Asset Management
Hong Kong
$301K +$311K +8,500 New
UF
742
Univest Financial
Pennsylvania
$299K +$18.3K +500 +6%
ATIA
743
American Trust Investment Advisors
New Hampshire
$297K +$7.69K +210 +3%
AUB
744
Atlantic Union Bankshares
Virginia
$297K – – –
EAM
745
Eagle Asset Management
Florida
$297K -$12.7K -346 -4%
AG
746
AlTi Global
New York
$296K +$307K +8,375 New
RG
747
Rathbones Group
United Kingdom
$296K -$40.3K -1,100 -12%
OFG
748
Oxford Financial Group
Indiana
$296K – – –
SIC
749
Sigma Investment Counselors
Michigan
$295K – – –
MRCM
750
M&R Capital Management
New Jersey
$295K -$45.8K -1,250 -13%
28 29
30
31 32