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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
776
Triasima Portfolio Management
Quebec, Canada
$244K +$232K +6,980 New
RSWM
777
Robertson Stephens Wealth Management
California
$242K +$230K +6,927 New
GRQ
778
Gardner Russo & Quinn
Pennsylvania
$241K +$229K +6,889 New
FNFDCM
779
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$240K +$229K +6,876 New
SFG
780
SevenBridge Financial Group
Pennsylvania
$240K -$4.16K -125 -2%
PFSC
781
Peoples Financial Services Corp
Pennsylvania
$239K -$33 -1 -0%
JF
782
Jump Financial
Illinois
$239K +$228K +6,850 New
FMTC
783
Farmers & Merchants Trust Company
California
$239K +$228K +6,839 New
RFA
784
Resurgent Financial Advisors
Georgia
$238K +$227K +6,825 New
SI
785
SCP Investment
California
$238K +$226K +6,800 New
LWAC
786
Laurel Wealth Advisors (California)
California
$237K -$96.2K -2,891 -30%
FAM
787
Formidable Asset Management
Ohio
$236K +$225K +6,751 New
DWT
788
Dorsey & Whitney Trust
South Dakota
$236K +$225K +6,751 New
JWM
789
Janiczek Wealth Management
Colorado
$234K – – –
CA
790
CoreCap Advisors
Michigan
$234K +$223K +6,701 New
EHWM
791
Eads & Heald Wealth Management
Georgia
$234K +$223K +6,692 New
VCM
792
Virtue Capital Management
Tennessee
$234K +$223K +6,693 New
IA
793
IFG Advisors
Missouri
$232K +$221K +6,648 New
MCA
794
MSH Capital Advisors
Arizona
$231K +$220K +6,614 New
FNBOSM
795
First National Bank of South Miami
Florida
$231K – – –
GM
796
GeoWealth Management
Illinois
$229K +$218K +6,545 New
AWM
797
Avior Wealth Management
Nebraska
$229K – – –
BCCM
798
Bridge Creek Capital Management
Massachusetts
$229K +$218K +6,550 New
MWM
799
Modera Wealth Management
New Jersey
$227K +$217K +6,510 New
GFP
800
Guardian Financial Partners
California
$227K +$217K +6,507 New
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