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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
801
Moss Adams Wealth Advisors
Washington
$276K – – –
CSPIA
802
Cary Street Partners Investment Advisory
Virginia
$276K +$83.7K +2,136 +57%
CWS
803
Confluence Wealth Services
Pennsylvania
$274K -$29.8K -760 -12%
QC
804
Quent Capital
New York
$274K +$175K +4,463 +326%
AG
805
Ascent Group
Virginia
$273K +$227K +5,803 New
OAS
806
Optivise Advisory Services
Tennessee
$271K -$13.8K -351 -6%
BBHC
807
Brown Brothers Harriman & Co
New York
$270K -$31.5K -804 -12%
POIA
808
Pin Oak Investment Advisors
Texas
$270K – – –
LJAC
809
L.J. Altfest & Co
New York
$270K -$3.49K -89 -2%
BP
810
Ballentine Partners
Massachusetts
$269K +$224K +5,718 New
AIM
811
Anchor Investment Management
South Carolina
$267K -$93.7K -2,391 -30%
IP
812
Interval Partners
New York
$266K -$1.88M -47,938 -89%
JSW
813
Journey Strategic Wealth
New Jersey
$266K +$222K +5,657 New
TWM
814
Tradition Wealth Management
Minnesota
$265K -$35.4K -903 -14%
MFA
815
Mayflower Financial Advisors
Massachusetts
$264K -$6.82K -174 -3%
MPI
816
Mairs & Power Inc
Minnesota
$264K -$34.9K -890 -14%
HH
817
Hilltop Holdings
Texas
$264K +$220K +5,608 New
IP
818
Ignite Planners
California
$263K +$1.61K +41 +0.7%
MWM
819
Maridea Wealth Management
New York
$263K +$219K +5,597 New
SWTS
820
Stonehaven Wealth & Tax Solutions
Wisconsin
$262K +$218K +5,577 New
JIP
821
Jaffetilchin Investment Partners
Florida
$262K +$218K +5,571 New
IWP
822
Insight Wealth Partners
Texas
$262K +$218K +5,566 New
VA
823
Valmark Advisers
Ohio
$260K +$217K +5,529 New
MFWP
824
Mosaic Family Wealth Partners
Missouri
$260K +$216K +5,522 New
MWA
825
Medallion Wealth Advisors
Connecticut
$259K -$2.63K -67 -1%
31 32
33
34 35