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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
Pines Wealth Management
North Carolina
$210K – – –
TNB
802
Thomasville National Bank
Georgia
$210K +$212K +6,054 New
EB
803
Emprise Bank
Kansas
$210K – – –
NCM
804
Noesis Capital Mangement
Florida
$209K – – –
EM
805
Excalibur Management
Massachusetts
$208K +$1.05K +30 +0.5%
VBFP
806
Valtinson Bruner Financial Planning
Minnesota
$207K – – –
CI
807
Corient IA
Florida
$207K -$142K -4,040 -40%
KIA
808
KCM Investment Advisors
California
$207K – – –
GWA
809
Gratus Wealth Advisors
Virginia
$207K +$70 +2 +0%
AWM
810
Affinity Wealth Management
Delaware
$206K – – –
SIAP
811
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$205K – – –
NSG
812
Nalls Sherbakoff Group
Tennessee
$205K – – –
LRIC
813
Long Road Investment Counsel
Michigan
$205K – – –
CAMG
814
CWA Asset Management Group
Florida
$204K -$5.19K -148 -2%
MAWA
815
Moss Adams Wealth Advisors
Washington
$204K – – –
4WM
816
49 Wealth Management
Texas
$204K -$122K -3,480 -37%
LJAC
817
L.J. Altfest & Co
New York
$202K +$561 +16 +0.3%
MFA
818
Mayflower Financial Advisors
Massachusetts
$201K +$203K +5,792 New
CGH
819
CMG Global Holdings
Texas
$201K +$180K +5,120 New
WIM
820
WealthPlan Investment Management
Nebraska
$200K +$202K +5,769 New
EHWM
821
Eads & Heald Wealth Management
Georgia
$200K +$202K +5,760 New
SIS
822
Sound Income Strategies
Florida
$197K +$16.2K +461 +9%
MWA
823
Medallion Wealth Advisors
Connecticut
$194K -$31.6K -901 -14%
WSCM
824
Wellington Shields Capital Management
New York
$193K -$49.1K -1,399 -20%
NS
825
NBC Securities
Alabama
$193K -$45.9K -1,309 -19%
31 32
33
34 35