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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
276
Basecamp Wealth Advisors
Washington
$30.7K +$37.2K +6,025 New
SWA
277
SOA Wealth Advisors
New York
$30.4K +$188K +30,415 New
AUB
278
Atlantic Union Bankshares
Virginia
$30.3K +$18.2K +2,950 +98%
NFSG
279
Newbridge Financial Services Group
Florida
$28.1K – – –
EPIME
280
Evelyn Partners Investment Management (Europe)
$25.5K – – –
SC
281
Stephens Consulting
Michigan
$25.5K – – –
MCM
282
MAI Capital Management
Ohio
$22.6K +$18.4K +2,975 +206%
NSIM
283
North Star Investment Management
Illinois
$21.9K +$629 +102 +2%
SAG
284
SageView Advisory Group
California
$19.8K +$23.9K +3,879 New
EWA
285
EverSource Wealth Advisors
Alabama
$18.5K +$7.7K +1,248 +52%
SWM
286
Spire Wealth Management
Virginia
$17.3K – – –
JFG
287
Jefferies Financial Group
New York
$15.9K -$6.45K -1,046 -25%
BL
288
BFSG LLC
California
$15.8K – – –
NEWAS
289
N.E.W. Advisory Services
Wisconsin
$14.9K – – –
ACA
290
Atlas Capital Advisors
Wyoming
$14.5K +$17.6K +2,845 New
GXJ
291
Global X Japan
Japan
$14.2K – – –
C
292
Covestor
United Kingdom
$13K – – –
QC
293
Quent Capital
New York
$12.8K +$15.4K +2,500 New
HI
294
Harbour Investments
Wisconsin
$12.2K +$2.38K +386 +19%
BP
295
BNP Paribas
France
$11K – – –
GRP
296
Global Retirement Partners
California
$10.4K – – –
PMFA
297
Plante Moran Financial Advisors
Michigan
$10.2K -$617 -100 -5%
VWM
298
Vermillion Wealth Management
Minnesota
$10.2K – – –
CFFP
299
Center for Financial Planning
Michigan
$10.1K – – –
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$9.87K +$11.9K +1,936 New
10 11
12
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