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FirstEnergy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
501
Clifford Swan Investment Counsel
California
$206K +$192K +4,902 New
CCM
502
Chiron Capital Management
Florida
$206K +$192K +4,900 New
MA
503
Montag & Associates
Georgia
$205K – – –
AWM
504
Accurate Wealth Management
Florida
$205K +$188K +4,802 New
LSA
505
Leonteq Securities AG
Switzerland
$204K +$7.74K +198 +4%
RFN
506
RDA Financial Network
Iowa
$202K +$189K +4,822 New
JGUA
507
John G. Ullman & Associates
New York
$201K +$188K +4,800 New
RFC
508
Regions Financial Corp
Alabama
$201K +$188K +4,809 New
CAAS
509
Capital Asset Advisory Services
Michigan
$200K -$75.8K -1,939 -30%
CIP
510
Convergence Investment Partners
Florida
$200K +$186K +4,758 New
BAM
511
Belpointe Asset Management
Nevada
$196K +$26.3K +672 +17%
PFO
512
Pathstone Family Office
New Jersey
$194K +$431K +11,023 New
QCG
513
Quadrant Capital Group
Ohio
$191K +$89.7K +2,294 +101%
BBHC
514
Brown Brothers Harriman & Co
New York
$189K -$88K -2,251 -33%
TSWM
515
Tyler-Stone Wealth Management
Ohio
$186K – – –
TFP
516
Tilia Fiduciary Partners
North Carolina
$176K – – –
GRP
517
Global Retirement Partners
California
$172K +$5.98K +153 +4%
TF
518
Tompkins Financial
New York
$165K – – –
BEI
519
Benjamin Edwards Inc
Missouri
$165K +$12K +306 +8%
AF
520
Allworth Financial
California
$158K +$40.7K +1,040 +38%
CWC
521
Carolinas Wealth Consulting
North Carolina
$132K +$9.5K +243 +8%
CTC
522
Central Trust Company
Missouri
$132K +$704 +18 +0.6%
FWM
523
Focused Wealth Management
New York
$122K +$274 +7 +0.2%
S
524
SignatureFD
Georgia
$120K +$36.2K +926 +48%
ONST
525
Old North State Trust
North Carolina
$117K – – –
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