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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1151
Keel Point
Alabama
$330K +$31.5K +315 +12%
LSA
1152
Lion Street Advisors
Texas
$327K -$100K -1,000 -30%
BIP
1153
Blueprint Investment Partners
North Carolina
$322K +$286K +2,865 New
SCM
1154
SevenOneSeven Capital Management
Pennsylvania
$321K -$2.5K -25 -0.9%
MS
1155
Mizuho Securities
Japan
$320K -$275K -2,750 -49%
PP
1156
Patron Partners
Texas
$320K +$285K +2,850 New
FCA
1157
Fortis Capital Advisors
Kansas
$319K – – –
SFP
1158
Sandbox Financial Partners
Maryland
$319K +$4K +40 +1%
MFA
1159
Morling Financial Advisors
California
$319K – – –
SBIA
1160
Sheaff Brock Investment Advisors
Indiana
$318K +$21K +210 +8%
CAI
1161
Capital Advisors Inc
Oklahoma
$318K -$14K -140 -5%
BHPW
1162
Beverly Hills Private Wealth
California
$317K +$287K +2,875 New
PWMG
1163
Provence Wealth Management Group
California
$314K +$21.5K +215 +8%
WAG
1164
Winthrop Advisory Group
Massachusetts
$314K +$19.5K +195 +8%
VNA
1165
Valley National Advisers
Pennsylvania
$314K +$3K +30 +1%
EWM
1166
Evercore Wealth Management
New York
$312K -$4.5K -45 -2%
RFN
1167
Redwood Financial Network
Ohio
$311K +$12.5K +125 +5%
LF
1168
Lantz Financial
Illinois
$310K – – –
WFI
1169
West Family Investments
California
$308K – – –
RPC
1170
Rossmore Private Capital
Connecticut
$307K +$273K +2,730 New
CAAS
1171
Capital Asset Advisory Services
Michigan
$304K +$25.5K +255 +11%
MWA
1172
Meridian Wealth Advisors
Texas
$303K – – –
FHA
1173
First Horizon Advisors
Tennessee
$302K -$28K -280 -9%
ATPW
1174
Ashton Thomas Private Wealth
Arizona
$302K -$24.5K -245 -8%
BTW
1175
Boston Trust Walden
Massachusetts
$298K – – –
45 46
47
48 49