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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
726
American Trust Investment Advisors
New Hampshire
$303K – – –
SCP
727
Sivia Capital Partners
California
$303K -$8.88K -237 -3%
OFG
728
Oxford Financial Group
Indiana
$302K +$412 +11 +0.1%
SIC
729
Sigma Investment Counselors
Michigan
$301K – – –
AUB
730
Atlantic Union Bankshares
Virginia
$301K -$2.29K -61 -0.7%
EAM
731
Eagle Asset Management
Florida
$300K +$3.26K +87 +1%
UCB
732
United Community Bank
South Carolina
$299K +$310K +8,282 New
WC
733
Woodstock Corp
Massachusetts
$299K – – –
LPAM
734
Lodestar Private Asset Management
California
$299K – – –
GL
735
Graypoint LLC
New York
$298K +$32.4K +865 +12%
CT
736
Caldwell Trust
Florida
$298K +$35.1K +937 +13%
ACI
737
Alpha Cubed Investments
California
$297K +$6.48K +173 +2%
PP
738
PDS Planning
Ohio
$296K -$1.61K -43 -0.5%
CD
739
Chapin Davis
Maryland
$296K -$33K -882 -10%
PAMG
740
Patton Albertson Miller Group
Tennessee
$295K +$306K +8,174 New
KWM
741
Keebeck Wealth Management
Illinois
$294K -$99.3K -2,650 -25%
NFSG
742
Newbridge Financial Services Group
Florida
$294K -$74.8K -1,997 -20%
PSP
743
Principal Street Partners
Tennessee
$294K – – –
WAS
744
WESPAC Advisors SoCal
California
$292K – – –
E3F
745
Eight 31 Financial
Texas
$291K -$26.3K -702 -8%
MGIA
746
Moneta Group Investment Advisors
Missouri
$290K +$1.31K +35 +0.4%
EFMC
747
Empire Financial Management Company
New York
$290K – – –
DFG
748
Delta Financial Group
New Jersey
$290K -$3.56K -95 -1%
RSWM
749
Robertson Stephens Wealth Management
California
$289K +$9.55K +255 +3%
KWA
750
Kingswood Wealth Advisors
California
$289K +$15.3K +408 +5%
28 29
30
31 32