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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
751
McDonald Partners
Ohio
$293K – – –
PBO
752
Peoples Bank (Ohio)
Ohio
$293K – – –
MCM
753
Marathon Capital Management
Maryland
$292K +$29.7K +800 +12%
PWP
754
Phillips Wealth Planners
Mississippi
$291K -$13.4K -360 -5%
CHC
755
City Holding Co
West Virginia
$291K -$15.1K -408 -5%
KWS
756
Keystone Wealth Services
California
$290K – – –
RWMG
757
Redwood Wealth Management Group
New Jersey
$289K +$4.42K +119 +2%
GIA
758
Gladstone Institutional Advisory
Florida
$289K +$44.2K +1,190 +19%
MWM
759
Modera Wealth Management
New Jersey
$289K +$6.98K +188 +3%
NL
760
NWAM LLC
Washington
$288K +$260 +7 +0.1%
VWA
761
Visionary Wealth Advisors
Illinois
$287K -$2.08K -56 -0.7%
ECM
762
Estabrook Capital Management
New York
$287K – – –
GWM
763
GSB Wealth Management
Connecticut
$286K -$9.98K -269 -4%
PMG
764
ProVise Management Group
Florida
$286K – – –
MW
765
Marcum Wealth
Ohio
$286K -$43.4K -1,170 -14%
BAM
766
Berkshire Asset Management
Pennsylvania
$285K -$33.8K -910 -11%
ISL
767
Ingalls & Snyder LLC
New York
$279K – – –
RIM
768
Rockbridge Investment Management
New York
$278K +$267K +7,182 New
PCM
769
Perkins Capital Management
Minnesota
$277K – – –
BFEC
770
Benjamin F. Edwards & Company
Missouri
$277K +$2.6K +70 +1%
UAS
771
United Asset Strategies
New York
$277K – – –
VWA
772
V Wealth Advisors
Kansas
$277K -$330K -8,880 -55%
GWS
773
Glassman Wealth Services
Virginia
$277K +$6.2K +167 +2%
WSFS
774
Wilmington Savings Fund Society
Delaware
$276K – – –
CA
775
CoreCap Advisors
Michigan
$275K +$264K +7,103 New
29 30
31
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