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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Clearstead Advisors
Ohio
$183K +$84.5K +2,772 +81%
AIP
777
Ahrens Investment Partners
Louisiana
$181K +$34K +1,115 +22%
UID
778
Union Investments & Development
Israel
$176K – – –
BBHC
779
Brown Brothers Harriman & Co
New York
$174K +$121K +3,965 +203%
FFWM
780
Future Financial Wealth Management
Ohio
$167K +$610 +20 +0.4%
SLWA
781
San Luis Wealth Advisors
California
$166K +$190K +6,238 New
BFC
782
Bedel Financial Consulting
Indiana
$164K – – –
RMC
783
Resources Management Corp
Connecticut
$164K – – –
CCA
784
Column Capital Advisors
Indiana
$163K – – –
TH
785
TCTC Holdings
Texas
$162K -$50.3K -1,650 -23%
ARMC
786
American Research & Management Company
Massachusetts
$160K -$3.05K -100 -2%
PCG
787
Private Capital Group
Connecticut
$156K +$19.2K +630 +13%
ECM
788
Estabrook Capital Management
New York
$156K – – –
HCP
789
Hexagon Capital Partners
Arkansas
$154K -$43.4K -1,425 -21%
ECM
790
EMC Capital Management
Texas
$147K – – –
TSWM
791
Tyler-Stone Wealth Management
Ohio
$147K +$1.86K +61 +1%
CSB
792
City State Bank
Iowa
$145K -$16.5K -542 -10%
RG
793
Retirement Group
California
$140K -$144K -4,719 -27%
CIM
794
Contravisory Investment Management
Massachusetts
$138K – – –
KLWA
795
Kelly Lawrence W & Associates
California
$137K – – –
ADL
796
Asset Dedication LLC
California
$133K -$25.2K -827 -15%
PP
797
PFS Partners
New Jersey
$132K +$183 +6 +0.1%
SWM
798
Selective Wealth Management
Virginia
$126K +$38.2K +1,253 +41%
SN
799
Sittner & Nelson
Oregon
$125K +$15.2K +500 +13%
DHGWA
800
Dixon Hughes Goodman Wealth Advisors
North Carolina
$124K +$40.7K +1,336 +46%
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