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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
726
Peoples Bank (Ohio)
Ohio
$256K – – –
OIA
727
OneDigital Investment Advisors
Kansas
$253K -$5.32K -163 -2%
CFS
728
CRA Financial Services
New Jersey
$253K -$9.86K -302 -4%
SG
729
StoneX Group
New York
$250K -$60.4K -1,850 -20%
CTA
730
Colonial Trust Advisors
South Carolina
$250K +$192K +5,884 +392%
HP
731
Holistic Planning
Texas
$249K +$98 +3 +0%
NL
732
NWAM LLC
Washington
$249K -$5.65K -173 -2%
WSCM
733
Wellington Shields Capital Management
New York
$248K -$6.53K -200 -3%
FWA
734
FSM Wealth Advisors
Ohio
$248K +$23.4K +716 +11%
VCA
735
Verdence Capital Advisors
Maryland
$248K -$2.42K -74 -1%
PFA
736
Pettinga Financial Advisors
Indiana
$247K +$239K +7,319 New
CGA
737
Crescent Grove Advisors
Illinois
$247K +$239K +7,309 New
UAS
738
United Asset Strategies
New York
$246K – – –
FSA
739
Fort Sheridan Advisors
Illinois
$246K +$237K +7,266 New
GP
740
Greenline Partners
New York
$245K +$202K +6,190 +577%
FSG
741
Financial Strategies Group
Michigan
$245K – – –
KCM
742
Kathmere Capital Management
Pennsylvania
$245K +$236K +7,242 New
LPAM
743
Lodestar Private Asset Management
California
$244K – – –
CD
744
Chapin Davis
Maryland
$244K -$21.1K -647 -8%
EWA
745
Encompass Wealth Advisors
Oregon
$244K +$620 +19 +0.3%
BPC
746
Bearing Point Capital
Minnesota
$243K +$235K +7,200 New
LWM
747
Liberty Wealth Management
California
$242K -$4.01K -123 -2%
HVIA
748
Hudson Valley Investment Advisors
New York
$241K -$15.3K -470 -6%
PMG
749
ProVise Management Group
Florida
$241K – – –
AAP
750
Arax Advisory Partners
Colorado
$241K +$207K +6,348 +818%
28 29
30
31 32