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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
726
InTrack Investment Management
Vermont
$256K -$222K -6,801 -47%
PBO
727
Peoples Bank (Ohio)
Ohio
$256K – – –
OIA
728
OneDigital Investment Advisors
Kansas
$253K -$5.32K -163 -2%
CFS
729
CRA Financial Services
New Jersey
$253K -$9.86K -302 -4%
SG
730
StoneX Group
New York
$250K -$60.4K -1,850 -20%
CTA
731
Colonial Trust Advisors
South Carolina
$250K +$192K +5,884 +392%
HP
732
Holistic Planning
Texas
$249K +$98 +3 +0%
NL
733
NWAM LLC
Washington
$249K -$5.65K -173 -2%
WSCM
734
Wellington Shields Capital Management
New York
$248K -$6.53K -200 -3%
FWA
735
FSM Wealth Advisors
Ohio
$248K +$23.4K +716 +11%
VCA
736
Verdence Capital Advisors
Maryland
$248K -$2.42K -74 -1%
PFA
737
Pettinga Financial Advisors
Indiana
$247K +$239K +7,319 New
CGA
738
Crescent Grove Advisors
Illinois
$247K +$239K +7,309 New
UAS
739
United Asset Strategies
New York
$246K – – –
FSA
740
Fort Sheridan Advisors
Illinois
$246K +$237K +7,266 New
GP
741
Greenline Partners
New York
$245K +$202K +6,190 +577%
FSG
742
Financial Strategies Group
Michigan
$245K – – –
KCM
743
Kathmere Capital Management
Pennsylvania
$245K +$236K +7,242 New
LPAM
744
Lodestar Private Asset Management
California
$244K – – –
CD
745
Chapin Davis
Maryland
$244K -$21.1K -647 -8%
EWA
746
Encompass Wealth Advisors
Oregon
$244K +$620 +19 +0.3%
BPC
747
Bearing Point Capital
Minnesota
$243K +$235K +7,200 New
LWM
748
Liberty Wealth Management
California
$242K -$4.01K -123 -2%
HVIA
749
Hudson Valley Investment Advisors
New York
$241K -$15.3K -470 -6%
PMG
750
ProVise Management Group
Florida
$241K – – –
28 29
30
31 32