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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPW
1501
Twin City Private Wealth
North Carolina
$455K +$436K +5,706 New
IHL
1502
Investment House LLC
California
$454K -$42K -550 -9%
BFIM
1503
Beese Fulmer Investment Management
Ohio
$453K -$8.25M -107,962 -95%
CFO
1504
CVA Family Office
Colorado
$451K +$535 +7 +0.1%
AOI
1505
Auto-Owners Insurance
Michigan
$451K – – –
BOPW
1506
Brandywine Oak Private Wealth
Pennsylvania
$451K – – –
AA
1507
AlphaQ Advisors
Florida
$450K -$4.2K -55 -1%
VHAM
1508
Van Hulzen Asset Management
California
$449K +$382 +5 +0.1%
WIA
1509
Westbourne Investment Advisors
Maryland
$447K -$4.58K -60 -1%
TP
1510
Tranquility Partners
Tennessee
$446K -$28.6K -375 -6%
BP
1511
BNP Paribas
France
$445K +$427K +5,584 New
OC
1512
Oakworth Capital
Alabama
$445K +$2.9K +38 +0.7%
GWM
1513
Gibbs Wealth Management
Georgia
$444K +$425K +5,562 New
EHAM
1514
Eagle Harbor Asset Management
Washington
$440K – – –
FMLI
1515
Fukoku Mutual Life Insurance
Japan
$439K – – –
SFA
1516
Seneca Financial Advisors
New York
$439K – – –
FWTB
1517
First Western Trust Bank
Colorado
$437K -$21.7K -284 -5%
VA
1518
Valmark Advisers
Ohio
$436K +$100K +1,313 +32%
WSFS
1519
Wilmington Savings Fund Society
Delaware
$433K +$415K +5,431 New
WPP
1520
Whalerock Point Partners
Rhode Island
$433K -$421K -5,507 -50%
WDA
1521
Wendell David Associates
New Hampshire
$431K -$27.2K -356 -6%
WLIM
1522
White Lighthouse Investment Management
Massachusetts
$431K – – –
P
1523
&Partners
Tennessee
$430K +$412K +5,389 New
CCWM
1524
Cassaday & Co Wealth Management
Virginia
$429K -$26.8K -351 -6%
FOA
1525
Five Oceans Advisors
California
$428K +$3.74K +49 +0.9%
59 60
61
62 63