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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
Clearstead Advisors
Ohio
$153K – – –
ADL
952
Asset Dedication LLC
California
$152K -$4.77K -133 -3%
DCBT
953
Dakota Community Bank & Trust
North Dakota
$151K – – –
RG
954
Retirement Group
California
$151K – – –
AA
955
Addison Advisors
Vermont
$151K +$19.6K +546 +16%
CA
956
Continuum Advisory
Idaho
$147K +$139K +3,868 New
HCM
957
Highlander Capital Management
New Jersey
$146K -$26.9K -750 -16%
BWM
958
BKM Wealth Management
Wisconsin
$137K +$6.28K +175 +5%
FPB
959
First PREMIER Bank
South Dakota
$135K -$9.86K -275 -7%
IGWM
960
ICA Group Wealth Management
Colorado
$133K +$21K +585 +20%
TFGT
961
TS Financial Group (TSFG)
Illinois
$130K -$8.82K -246 -7%
PAM
962
Paradigm Asset Management
New York
$128K – – –
EBA
963
Eagle Bay Advisors
New York
$123K +$825 +23 +0.7%
LWANC
964
Laurel Wealth Advisors (North Carolina)
North Carolina
$120K +$2.44K +68 +2%
RDIA
965
RE Dickinson Investment Advisors
Iowa
$117K -$789 -22 -0.7%
AW
966
Avion Wealth
Texas
$117K – – –
AA
967
AlphaMark Advisors
Kentucky
$116K +$8.96K +250 +9%
OP
968
ORG Partners
Indiana
$114K +$108K +3,014 New
PGAM
969
Princeton Global Asset Management
New Jersey
$113K – – –
AWM
970
Avondale Wealth Management
Texas
$113K +$108K +3,000 New
SAM
971
Smartleaf Asset Management
Massachusetts
$112K -$13.9K -389 -12%
DAM
972
Delta Asset Management
Tennessee
$112K +$14.7K +410 +16%
BFPW
973
BOK Financial Private Wealth
Colorado
$110K -$42K -1,172 -29%
OPTFSNA
974
Old Point Trust & Financial Services N A
Virginia
$110K +$29K +810 +39%
BCP
975
Blue Chip Partners
Michigan
$110K -$1.33K -37 -1%
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39
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