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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
851
Ethos Financial Group
Pennsylvania
$207K – – –
WFMPM
852
Woodley Farra Manion Portfolio Management
Indiana
$207K – – –
FAG
853
Fortitude Advisory Group
Washington
$206K -$10.3K -277 -5%
AGC
854
Aspen Grove Capital
Colorado
$205K +$215K +5,821 New
FM
855
Family Management
New York
$205K +$215K +5,814 New
FB
856
First Bancorp
Maine
$205K -$18.5K -500 -8%
DSC
857
Duncker Streett & Co
Missouri
$204K – – –
FFWM
858
Future Financial Wealth Management
Ohio
$204K +$814 +22 +0.4%
CSI
859
Cross Staff Investments
New York
$203K – – –
PPP
860
Private Portfolio Partners
New Jersey
$203K -$8.44K -228 -4%
AWM
861
Avaii Wealth Management
Wisconsin
$202K +$212K +5,735 New
RPCONE
862
Retirement Planning Company of New England
Rhode Island
$202K -$8.51K -230 -4%
HIC
863
Holderness Investments Company
North Carolina
$202K – – –
AWM
864
Axxcess Wealth Management
California
$201K +$3.37K +91 +2%
CGH
865
CMG Global Holdings
Texas
$201K -$20K -540 -9%
MFA
866
Mayflower Financial Advisors
Massachusetts
$201K -$87.9K -2,376 -29%
CCM
867
Coldstream Capital Management
Washington
$201K +$2.92K +79 +1%
WSCM
868
Wellington Shields Capital Management
New York
$199K – – –
AAG
869
Armstrong Advisory Group
Massachusetts
$196K +$28.5K +769 +16%
TH
870
TCTC Holdings
Texas
$194K – – –
CIM
871
Contravisory Investment Management
Massachusetts
$193K +$60.3K +1,628 +42%
BWP
872
Baldwin Wealth Partners
Massachusetts
$189K -$3.81K -103 -2%
HBT
873
Hills Bank & Trust
Iowa
$179K +$444 +12 +0.2%
ACA
874
Atlas Capital Advisors
Wyoming
$176K -$8.29K -224 -4%
OC
875
Oakworth Capital
Alabama
$175K – – –
33 34
35
36 37