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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
826
Delta Asset Management
Tennessee
$86K – – –
UBP
827
Union Bancaire Privee
Switzerland
$86K +$90.1K +3,000 New
ANBT
828
American National Bank & Trust
Texas
$85.5K – – –
SN
829
Sittner & Nelson
Oregon
$85.2K – – –
BFPW
830
BOK Financial Private Wealth
Colorado
$82.9K – – –
MEG
831
Millstone Evans Group
Colorado
$82.4K +$83.7K +2,786 New
CA
832
Continuum Advisory
Idaho
$82.2K -$1.86K -62 -2%
AW
833
Avion Wealth
Texas
$81K +$270 +9 +0.3%
TCOV
834
Trust Company of Vermont
Vermont
$81K +$6.01K +200 +8%
SC
835
Steph & Co
Wisconsin
$79.6K – – –
KIG
836
Kessler Investment Group
Indiana
$79.3K – – –
EPIM
837
Evelyn Partners Investment Management
$79.3K +$80.6K +2,682 New
CFFP
838
Center for Financial Planning
Michigan
$78.5K – – –
SVCP
839
Silicon Valley Capital Partners
California
$77.8K +$1.29K +43 +2%
PAM
840
Paradigm Asset Management
New York
$76.9K -$9.01K -300 -10%
HWA
841
Heritage Wealth Advisors
Virginia
$75.3K -$9.01K -300 -11%
SRCM
842
Signature Resources Capital Management
California
$74.9K -$15K -499 -16%
ME
843
McIlrath & Eck
Washington
$74.5K +$991 +33 +1%
TCM
844
Tradewinds Capital Management
Washington
$73.9K +$300 +10 +0.4%
BPCE
845
Bank Pictet & Cie (Europe)
Germany
$72.4K – – –
BCWM
846
Bartlett & Co Wealth Management
Ohio
$71.8K -$1.11K -37 -2%
AP
847
Atwood & Palmer
Missouri
$69.5K – – –
GSWM
848
Golden State Wealth Management
California
$67.9K +$69K +2,298 New
TC
849
Truvestments Capital
Florida
$67.9K +$3.85K +128 +6%
WAM
850
WFA Asset Management
Wisconsin
$67K +$1.11K +37 +2%
32 33
34
35 36