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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
851
Keel Point
Alabama
$201K +$191K +5,742 New
FFWM
852
Future Financial Wealth Management
Ohio
$200K +$191K +5,730 New
WE
853
Wealth Effects
Massachusetts
$200K +$191K +5,728 New
BWP
854
Baldwin Wealth Partners
Massachusetts
$197K +$186K +5,587 +11,174%
TH
855
TCTC Holdings
Texas
$192K – – –
WSCM
856
Wellington Shields Capital Management
New York
$190K -$25K -750 -12%
HNWAG
857
High Net Worth Advisory Group
Florida
$185K – – –
ACA
858
Atlas Capital Advisors
Wyoming
$185K -$119K -3,574 -40%
AAG
859
Armstrong Advisory Group
Massachusetts
$184K +$175K +5,272 New
TSWM
860
Tyler-Stone Wealth Management
Ohio
$178K +$1.1K +33 +0.7%
RMC
861
Resources Management Corp
Connecticut
$175K -$18.3K -550 -10%
HBT
862
Hills Bank & Trust
Iowa
$175K – – –
OC
863
Oakworth Capital
Alabama
$174K -$39.9K -1,200 -19%
CSB
864
City State Bank
Iowa
$172K – – –
HGERS
865
Householder Group Estate & Retirement Specialist
Arizona
$164K +$13.6K +408 +9%
CB
866
CNB Bank
Pennsylvania
$157K -$59.8K -1,797 -29%
R
867
Rebalance
California
$152K +$145K +4,344 New
RG
868
Retirement Group
California
$150K +$375K +11,281 +1,649%
TWA
869
TCI Wealth Advisors
Arizona
$148K +$5.42K +163 +4%
ADL
870
Asset Dedication LLC
California
$147K – – –
TSW
871
Thompson Siegel & Walmsley
Virginia
$146K -$7.65K -230 -5%
SN
872
Sittner & Nelson
Oregon
$142K -$6.26K -188 -4%
CCA
873
Column Capital Advisors
Indiana
$141K -$83.2K -2,500 -38%
DCBT
874
Dakota Community Bank & Trust
North Dakota
$140K – – –
SWM
875
Spire Wealth Management
Virginia
$134K +$7.65K +230 +6%
33 34
35
36 37