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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
501
Tilia Fiduciary Partners
North Carolina
$154K – – –
GRP
502
Global Retirement Partners
California
$149K -$316 -8 -0.2%
BAM
503
Belpointe Asset Management
Nevada
$149K +$159K +4,013 New
TF
504
Tompkins Financial
New York
$146K – – –
BEI
505
Benjamin Edwards Inc
Missouri
$134K +$143K +3,631 New
SIM
506
Sentry Investment Management
Wisconsin
$133K – – –
CTC
507
Central Trust Company
Missouri
$115K +$13.4K +340 +12%
BAMF
508
BI Asset Management Fondsmaeglerselskab
Denmark
$112K -$92.8K -2,348 -44%
FWM
509
Focused Wealth Management
New York
$107K +$277 +7 +0.2%
CWC
510
Carolinas Wealth Consulting
North Carolina
$107K +$711 +18 +0.6%
WTC
511
WhitTier Trust Company
Nevada
$104K – – –
ONST
512
Old North State Trust
North Carolina
$103K +$110K +2,794 New
AF
513
Allworth Financial
California
$101K +$73.5K +1,860 +217%
CBT
514
CoreFirst Bank & Trust
Kansas
$95K – – –
CAL
515
Capital Advisors Ltd
Ohio
$95K +$4.86K +123 +5%
DMBA
516
Deseret Mutual Benefit Administrators
Utah
$94K -$28K -709 -22%
FPB
517
First PREMIER Bank
South Dakota
$93K – – –
CB
518
CNB Bank
Pennsylvania
$87K +$43.5K +1,100 +88%
APP
519
Alpha Paradigm Partners
Illinois
$85K +$90.5K +2,289 New
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K -$12.3K -312 -12%
QCG
521
Quadrant Capital Group
Ohio
$84K -$3.4K -86 -4%
AF
522
Advisornet Financial
Minnesota
$83K -$33.6K -851 -28%
JWA
523
JFS Wealth Advisors
Pennsylvania
$83K +$29.6K +748 +50%
HFM
524
Harvest Fund Management
China
$80K +$41.7K +1,055 +95%
CA
525
Clearstead Advisors
Ohio
$76K +$7.27K +184 +10%
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