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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
851
Essex Financial Services
Connecticut
$252K +$16.4K +390 +7%
MC
852
Miles Capital
Iowa
$251K -$20.4K -486 -7%
BFC
853
Bedel Financial Consulting
Indiana
$251K – – –
OC
854
Oakworth Capital
Alabama
$249K +$7.8K +186 +3%
BAM
855
Brave Asset Management
New Jersey
$248K -$57.3K -1,367 -18%
WKWM
856
Walter & Keenan Wealth Management
Indiana
$247K – – –
EAM
857
Evanson Asset Management
California
$247K +$839 +20 +0.3%
PSG
858
Planning Solutions Group
Maryland
$245K +$31.9K +761 +15%
EWM
859
Empirical Wealth Management
Washington
$245K +$251K +5,976 New
CIA
860
Capital Investment Advisors
Georgia
$244K +$6.84K +163 +3%
WP
861
WMS Partners
Maryland
$244K +$22.5K +536 +10%
FFA
862
First Foundation Advisors
California
$242K -$62.5K -1,491 -20%
HW
863
Hancock Whitney
Mississippi
$241K -$31.6K -753 -11%
VBFP
864
Valtinson Bruner Financial Planning
Minnesota
$241K +$126 +3 +0.1%
ONST
865
Old North State Trust
North Carolina
$240K +$19.9K +474 +9%
MCM
866
Murphy Capital Management
New Jersey
$239K -$56.5K -1,347 -19%
BCCM
867
Bridge Creek Capital Management
Massachusetts
$239K – – –
AIC
868
Ameritas Investment Company
Nebraska
$238K -$278K -6,636 -53%
QCIG
869
Quad-Cities Investment Group
Iowa
$238K -$41.1K -980 -15%
FWIA
870
Fort Washington Investment Advisors
Ohio
$238K – – –
BP
871
Ballentine Partners
Massachusetts
$238K +$29.1K +694 +14%
WEC
872
Winslow Evans & Crocker
Massachusetts
$236K -$28.7K -683 -11%
RW
873
REDW Wealth
New Mexico
$236K – – –
MIS
874
Morningstar Investment Services
Illinois
$235K -$2.39K -57 -1%
TCOV
875
Trust Company of Vermont
Vermont
$232K -$12.8K -305 -5%
33 34
35
36 37