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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
876
Doheny Asset Management
California
$235K +$196K +5,000 New
HBT
877
Hills Bank & Trust
Iowa
$234K – – –
KF
878
Krilogy Financial
Missouri
$234K -$120K -3,062 -38%
TW
879
Traveka Wealth
California
$234K +$195K +4,976 New
CNC
880
Canandaigua National Corp
New York
$234K +$195K +4,974 New
TCM
881
TT Capital Management
California
$233K -$917K -23,400 -82%
SP
882
SmartHarvest Portfolios
Washington
$233K +$195K +4,966 New
FFA
883
First Foundation Advisors
California
$233K +$194K +4,956 New
FG
884
Fiduciary Group
Georgia
$232K +$193K +4,934 New
KFG
885
Kingdom Financial Group
Arizona
$232K +$5.25K +134 +3%
LAS
886
Lloyd Advisory Services
Georgia
$232K +$180K +4,584 +1,321%
EWA
887
Exit Wealth Advisors
Georgia
$229K +$191K +4,881 New
AC
888
Apella Capital
Connecticut
$229K +$201K +5,125 New
CTA
889
Clear Trail Advisors
Texas
$228K +$190K +4,854 New
CH
890
Cromwell Holdings
Wyoming
$228K – – –
PCH
891
PGIM Custom Harvest
New Jersey
$228K +$190K +4,851 New
SHC
892
SALT Holding Corp
Delaware
$226K +$188K +4,800 New
IA
893
IFG Advisors
Missouri
$225K +$188K +4,794 New
QFA
894
Quantum Financial Advisors
California
$225K +$188K +4,792 New
NRC
895
New Republic Capital
North Carolina
$225K -$95.5K -2,437 -34%
BST
896
Bath Savings Trust
Maine
$225K +$187K +4,781 New
NEWAS
897
N.E.W. Advisory Services
Wisconsin
$225K +$1.53K +39 +0.8%
EPW
898
Evolve Private Wealth
California
$224K +$187K +4,775 New
AIP
899
Almanack Investment Partners
Pennsylvania
$224K +$186K +4,760 New
PTC
900
Private Trust Company
Ohio
$222K +$18K +459 +11%
34 35
36
37 38