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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1801
Oak Hill Wealth Advisors
Virginia
$357K -$42.5K -1,500 -12%
LCWP
1802
Legacy Capital Wealth Partners
Arkansas
$357K +$310K +10,929 New
HPIA
1803
Hamilton Point Investment Advisors
North Carolina
$356K -$22.4K -789 -7%
BLAM
1804
Bourne Lent Asset Management
New York
$356K -$17K -600 -5%
AA
1805
Aire Advisors
California
$356K -$15.6K -549 -5%
CW
1806
Channel Wealth
California
$355K +$308K +10,877 New
FIM
1807
Fruth Investment Management
Texas
$355K -$1.13K -40 -0.4%
BHPW
1808
Beverly Hills Private Wealth
California
$355K -$144K -5,099 -32%
MWA
1809
Meridian Wealth Advisors
Texas
$354K -$40.9K -1,445 -12%
AWM
1810
Avaii Wealth Management
Wisconsin
$354K +$307K +10,826 New
WPP
1811
Whalerock Point Partners
Rhode Island
$352K -$25.5K -900 -8%
FAM
1812
Flaharty Asset Management
Florida
$352K – – –
AIFAIM
1813
American Institute for Advanced Investment Management
Arizona
$351K -$20.9K -737 -6%
VWM
1814
Vigilare Wealth Management
Arizona
$350K -$18.3K -647 -6%
AA
1815
Alta Advisers
United Kingdom
$350K – – –
PCMC
1816
Private Capital Management (Colorado)
Colorado
$349K +$302K +10,669 New
SAG
1817
Spotlight Asset Group
Illinois
$348K +$365K +12,890 New
FB
1818
First Bancorp
Maine
$347K +$30.2K +1,065 +11%
NFSG
1819
Newbridge Financial Services Group
Florida
$347K -$17.9K -633 -6%
ACM
1820
Avalon Capital Management
California
$347K – – –
SWA
1821
Sax Wealth Advisors
New Jersey
$347K +$11.5K +407 +4%
HTHT
1822
Hemenway Trust Hemenway Trust
New Hampshire
$347K -$1.02M -36,144 -77%
LNWTC
1823
Laird Norton Wetherby Trust Company
Washington
$346K – – –
FC
1824
FCA Corp
Texas
$346K +$300K +10,595 New
OA
1825
Oxbow Advisors
Texas
$346K – – –
71 72
73
74 75