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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
826
Ritter Daniher Financial Advisory
Ohio
$7K +$6.65K +353 New
IBOK
827
Independence Bank of Kentucky
Kentucky
$6K -$1.41K -75 -20%
APC
828
Aspire Private Capital
North Carolina
$6K – – –
TC
829
Truvestments Capital
Florida
$6K – – –
BWA
830
BDO Wealth Advisors
Florida
$6K +$3.77K +200 +200%
GAM
831
Gemmer Asset Management
California
$6K +$3.83K +203 +299%
SQA
832
Simon Quick Advisors
New Jersey
$6K +$4.13K +219 +384%
CWM
833
Curi Wealth Management
North Carolina
$6K +$5.65K +300 New
RPWA
834
Regent Peak Wealth Advisors
Georgia
$6K +$5.94K +315 New
CAGAS
835
Capital Advisory Group Advisory Services
Minnesota
$5K -$4.24K -225 -47%
SFA
836
Semmax Financial Advisors
North Carolina
$5K -$2.19K -116 -32%
TFA
837
Toth Financial Advisory
Virginia
$5K -$942 -50 -17%
CYG
838
Clean Yield Group
Vermont
$5K – – –
MFT
839
Moisand Fitzgerald Tamayo
Florida
$5K – – –
PWMG
840
Prestige Wealth Management Group
New Jersey
$5K – – –
BWL
841
Bogart Wealth LLC
Virginia
$5K +$38 +2 +0.8%
OIM
842
Oder Investment Management
California
$5K +$4.15K +220 New
GEA
843
Glen Eagle Advisors
New Jersey
$4.1K – – –
BBHC
844
Brown Brothers Harriman & Co
New York
$4K -$24.8K -1,314 -86%
BHWM
845
Bay Harbor Wealth Management
Maryland
$4K – – –
BA
846
Bellwether Advisors
Nebraska
$4K +$3.77K +200 New
FPFS
847
First Personal Financial Services
North Carolina
$4K +$3.9K +207 New
JPLA
848
Joseph P. Lucia & Associates
New York
$4K +$3.9K +207 New
SIM
849
Seaview Investment Managers
Florida
$4K +$4.52K +240 New
AWM
850
AllSquare Wealth Management
New York
$3K -$4.9K -260 -61%
32 33
34
35 36