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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
801
Ferguson Wellman Capital Management
Oregon
$277K +$231K +5,895 New
MAWA
802
Moss Adams Wealth Advisors
Washington
$276K – – –
CSPIA
803
Cary Street Partners Investment Advisory
Virginia
$276K +$83.7K +2,136 +57%
CWS
804
Confluence Wealth Services
Pennsylvania
$274K -$29.8K -760 -12%
QC
805
Quent Capital
New York
$274K +$175K +4,463 +326%
AG
806
Ascent Group
Virginia
$273K +$227K +5,803 New
OAS
807
Optivise Advisory Services
Tennessee
$271K -$13.8K -351 -6%
BBHC
808
Brown Brothers Harriman & Co
New York
$270K -$31.5K -804 -12%
POIA
809
Pin Oak Investment Advisors
Texas
$270K – – –
LJAC
810
L.J. Altfest & Co
New York
$270K -$3.49K -89 -2%
BP
811
Ballentine Partners
Massachusetts
$269K +$224K +5,718 New
AIM
812
Anchor Investment Management
South Carolina
$267K -$93.7K -2,391 -30%
IP
813
Interval Partners
New York
$266K -$1.88M -47,938 -89%
JSW
814
Journey Strategic Wealth
New Jersey
$266K +$222K +5,657 New
TWM
815
Tradition Wealth Management
Minnesota
$265K -$35.4K -903 -14%
MFA
816
Mayflower Financial Advisors
Massachusetts
$264K -$6.82K -174 -3%
MPI
817
Mairs & Power Inc
Minnesota
$264K -$34.9K -890 -14%
HH
818
Hilltop Holdings
Texas
$264K +$220K +5,608 New
IP
819
Ignite Planners
California
$263K +$1.61K +41 +0.7%
MWM
820
Maridea Wealth Management
New York
$263K +$219K +5,597 New
SWTS
821
Stonehaven Wealth & Tax Solutions
Wisconsin
$262K +$218K +5,577 New
JIP
822
Jaffetilchin Investment Partners
Florida
$262K +$218K +5,571 New
IWP
823
Insight Wealth Partners
Texas
$262K +$218K +5,566 New
VA
824
Valmark Advisers
Ohio
$260K +$217K +5,529 New
MFWP
825
Mosaic Family Wealth Partners
Missouri
$260K +$216K +5,522 New
31 32
33
34 35