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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
751
Atlantic Union Bankshares
Virginia
$240K +$232K +7,116 New
UF
752
Univest Financial
Pennsylvania
$240K +$232K +7,094 New
MAWAG
753
Mid-American Wealth Advisory Group
Missouri
$238K – – –
FMTC
754
Farmers & Merchants Trust Company
California
$238K -$19K -581 -8%
TL
755
Tradewinds LLC
North Carolina
$237K +$229K +7,022 New
HH
756
Hilltop Holdings
Texas
$237K +$5.09K +156 +2%
GWM
757
GSB Wealth Management
Connecticut
$236K – – –
MW
758
Marcum Wealth
Ohio
$236K -$914 -28 -0.4%
NPPM
759
North Point Portfolio Managers
Ohio
$235K – – –
TW
760
Traveka Wealth
California
$235K +$3.46K +106 +2%
FAIM
761
Financial Advocates Investment Management
Washington
$233K -$56.9K -1,744 -20%
MP
762
McDonald Partners
Ohio
$233K +$131 +4 +0.1%
PWA
763
PCG Wealth Advisors
Kansas
$232K – – –
FCBT
764
First Citizens Bank & Trust
North Carolina
$232K -$4.9K -150 -2%
CGPCS
765
Capital Group Private Client Services
California
$231K +$223K +6,843 New
LSA
766
Leonteq Securities AG
Switzerland
$228K -$161K -4,919 -42%
WA
767
Wealth Alliance
New York
$227K +$219K +6,709 New
CIC
768
Cutler Investment Counsel
Oregon
$227K +$219K +6,706 New
LFAS
769
Level Four Advisory Services
Texas
$226K -$124K -3,787 -36%
CFD
770
Creative Financial Designs
Indiana
$226K -$211K -6,469 -49%
OPWM
771
Oregon Pacific Wealth Management
Oregon
$226K +$218K +6,689 New
SA
772
Sovran Advisors
California
$225K +$14.8K +454 +6%
GIM
773
Goelzer Investment Management
Indiana
$225K -$18.9K -578 -8%
IWP
774
Insight Wealth Partners
Texas
$224K +$217K +6,643 New
RSWM
775
Robertson Stephens Wealth Management
California
$224K +$216K +6,628 New
29 30
31
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