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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
776
Crescent Grove Advisors
Illinois
$212K +$206K +6,144 New
LSIA
777
LaSalle St. Investment Advisors
Illinois
$211K +$206K +6,149 New
OAS
778
Optivise Advisory Services
Tennessee
$211K +$205K +6,119 New
I2I
779
Insight 2811 Inc
Illinois
$211K +$205K +6,119 New
PWM
780
Pines Wealth Management
North Carolina
$209K -$34.5K -1,029 -15%
EB
781
Emprise Bank
Kansas
$209K +$203K +6,052 New
PP
782
Patten & Patten
Tennessee
$208K -$47.7K -1,425 -19%
CAMG
783
CWA Asset Management Group
Florida
$208K -$81.5K -2,433 -29%
NCM
784
Noesis Capital Mangement
Florida
$208K +$202K +6,027 New
CA
785
Cullinan Associates
Kentucky
$207K -$53.6K -1,600 -21%
VBFP
786
Valtinson Bruner Financial Planning
Minnesota
$206K +$200K +5,965 New
EM
787
Excalibur Management
Massachusetts
$205K +$200K +5,960 New
FCP
788
Fidelis Capital Partners
Florida
$205K -$1.84K -55 -0.9%
KIA
789
KCM Investment Advisors
California
$205K +$200K +5,957 New
GWA
790
Gratus Wealth Advisors
Virginia
$205K +$199K +5,944 New
AWM
791
Affinity Wealth Management
Delaware
$205K +$199K +5,943 New
MYIA
792
Mount Yale Investment Advisors
Colorado
$205K -$468K -13,977 -70%
RSWM
793
Robertson Stephens Wealth Management
California
$204K +$198K +5,922 New
WP
794
Wealthspan Partners
Iowa
$204K +$198K +5,915 New
SIAP
795
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$204K +$198K +5,912 New
NSG
796
Nalls Sherbakoff Group
Tennessee
$204K – – –
LRIC
797
Long Road Investment Counsel
Michigan
$203K +$198K +5,900 New
OFS
798
OneAscent Financial Services
Alabama
$203K -$134K -4,009 -41%
MAWA
799
Moss Adams Wealth Advisors
Washington
$203K +$197K +5,878 New
LJAC
800
L.J. Altfest & Co
New York
$200K +$195K +5,814 New
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