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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
751
Northland Securities
Minnesota
$242K -$14K -318 -5%
EHWM
752
Eads & Heald Wealth Management
Georgia
$241K +$26.1K +595 +10%
MGIA
753
Moneta Group Investment Advisors
Missouri
$240K -$8.91K -203 -3%
DSC
754
Duncker Streett & Co
Missouri
$239K – – –
AW
755
Alteri Wealth
California
$239K -$81.1K -1,848 -22%
SHFA
756
SS&H Financial Advisors
Michigan
$239K +$284K +6,480 New
EA
757
Eclectic Associates
California
$238K +$44.2K +1,008 +19%
ZBNA
758
Zions Bancorporation, National Association
Utah
$236K -$176K -4,000 -39%
SIAP
759
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K – – –
NAM
760
NTV Asset Management
West Virginia
$235K – – –
YIM
761
Yoffe Investment Management
Pennsylvania
$235K – – –
EFS
762
Essex Financial Services
Connecticut
$234K -$27.9K -636 -9%
AWS
763
Arkfeld Wealth Strategies
Nebraska
$234K -$10.4K -238 -4%
BP
764
Ballentine Partners
Massachusetts
$233K +$26.2K +598 +10%
LBC
765
Lane Brothers & Co
Arizona
$233K +$3.64K +83 +1%
EM
766
Excalibur Management
Massachusetts
$232K +$10.5K +240 +4%
DE
767
Diversified Enterprises
Delaware
$232K -$35.8K -816 -12%
HWMG
768
Hurlow Wealth Management Group
Indiana
$231K – – –
SAFS
769
S&A Financial Services
Kansas
$231K +$1.98K +45 +0.7%
CGA
770
Crescent Grove Advisors
Illinois
$231K -$17.3K -394 -6%
VCA
771
Verdence Capital Advisors
Maryland
$231K -$30.5K -694 -10%
MF
772
Manchester Financial
California
$230K -$100K -2,284 -27%
AG
773
Ascent Group
Virginia
$229K +$17.8K +405 +7%
AIM
774
Anchor Investment Management
South Carolina
$229K +$22.2K +506 +9%
PPC
775
Pennington Partners & Co
Maryland
$228K +$73.9K +1,684 +38%
29 30
31
32 33