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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Advisornet Financial
Minnesota
$313K -$77.3K -2,156 -21%
WC
752
Woodstock Corp
Massachusetts
$312K -$20.3K -566 -6%
LPAM
753
Lodestar Private Asset Management
California
$312K – – –
LC
754
LCNB Corp
Ohio
$311K – – –
PP
755
PDS Planning
Ohio
$311K +$34.4K +958 +13%
RCAG
756
Rehmann Capital Advisory Group
Michigan
$310K -$2.76K -77 -0.9%
EAM
757
Eagle Asset Management
Florida
$309K -$8.18K -228 -3%
DFG
758
Dupree Financial Group
Kentucky
$308K +$293K +8,182 New
PSP
759
Principal Street Partners
Tennessee
$308K +$932 +26 +0.3%
MWM
760
Modera Wealth Management
New Jersey
$308K +$6.06K +169 +2%
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$308K +$293K +8,166 New
DFG
762
Delta Financial Group
New Jersey
$306K -$1.29K -36 -0.4%
WAS
763
WESPAC Advisors SoCal
California
$305K -$17.9K -500 -6%
ACI
764
Alpha Cubed Investments
California
$303K -$41.9K -1,169 -13%
EFMC
765
Empire Financial Management Company
New York
$303K +$3.59K +100 +1%
CFS
766
CRA Financial Services
New Jersey
$302K +$2.69K +75 +0.9%
MGIA
767
Moneta Group Investment Advisors
Missouri
$302K +$58.5K +1,632 +26%
UF
768
Univest Financial
Pennsylvania
$299K -$17.9K -500 -6%
DOA
769
D'Orazio & Associates
Virginia
$298K +$4.16K +116 +1%
OFS
770
OneAscent Financial Services
Alabama
$297K +$44.3K +1,235 +19%
AA
771
AlphaQ Advisors
Florida
$296K -$51.2K -1,429 -15%
GWM
772
GSB Wealth Management
Connecticut
$294K – – –
PVM
773
Palogic Value Management
Texas
$293K – – –
RSWM
774
Robertson Stephens Wealth Management
California
$292K -$1.4K -39 -0.5%
SLC
775
Second Line Capital
Louisiana
$292K +$49.6K +1,382 +22%
29 30
31
32 33