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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
851
West Michigan Advisors
Michigan
$246K +$205K +5,228 New
SIS
852
Sound Income Strategies
Florida
$245K -$9.87K -252 -5%
CCA
853
Cottonwood Capital Advisors
Utah
$245K +$205K +5,220 New
AP
854
Anchyra Partners
Georgia
$245K +$204K +5,207 New
AWP
855
Axis Wealth Partners
Rhode Island
$244K +$203K +5,184 New
SC
856
Searle & Co
Connecticut
$244K +$203K +5,181 New
PVI
857
Pine Valley Investments
New Jersey
$243K +$203K +5,179 New
CFG
858
Citizens Financial Group
Rhode Island
$242K +$202K +5,149 New
FFB
859
First Financial Bankshares
Texas
$241K +$201K +5,131 New
FFWA
860
FRG Family Wealth Advisors
Washington
$241K -$165K -4,200 -45%
KA
861
Kure Advisory
Minnesota
$241K +$201K +5,127 New
CGH
862
CMG Global Holdings
Texas
$241K – – –
GAG
863
GM Advisory Group
New York
$240K +$200K +5,112 New
1WM
864
1900 Wealth Management
Texas
$239K +$199K +5,086 New
SAM
865
Secure Asset Management
Michigan
$239K +$199K +5,085 New
PFSC
866
Peoples Financial Services Corp
Pennsylvania
$238K -$274 -7 -0.1%
SFWA
867
Summit Financial Wealth Advisors
Louisiana
$238K +$198K +5,062 New
FIA
868
FPC Investment Advisory
California
$236K +$200K +5,100 New
JF
869
Jump Financial
Illinois
$236K +$197K +5,018 New
CWG
870
Cornerstone Wealth Group
North Carolina
$236K +$201K +5,136 New
KJWM
871
Kiley Juergens Wealth Management
Washington
$236K +$197K +5,017 New
LWMI
872
Legacy Wealth Management (Idaho)
Idaho
$235K – – –
NSAM
873
North Star Asset Management
Wisconsin
$235K +$196K +5,001 New
ECM
874
Estabrook Capital Management
New York
$235K – – –
PCM
875
Pavaki Capital Management
Colorado
$235K – – –
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