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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
4301
Barlow Wealth Partners
Kentucky
$410K -$52K -85 -11%
EP
4302
Edgestream Partners
New Jersey
$410K +$445K +727 New
TSS
4303
Taylor Securities Services
Pennsylvania
$409K +$3.67K +6 +0.8%
GPW
4304
Gray Private Wealth
Massachusetts
$409K – – –
HCM
4305
Hudson Capital Management
New Jersey
$408K +$67.9K +111 +18%
HOWA
4306
Heritage Oak Wealth Advisors
Florida
$408K +$19K +31 +4%
HTHT
4307
Hemenway Trust Hemenway Trust
New Hampshire
$407K +$45.9K +75 +12%
LHEI
4308
Leo H. Evart Inc
California
$407K – – –
LFGO
4309
Legacy Financial Group (Oklahoma)
Oklahoma
$407K – – –
EP
4310
Ehrenkranz Partners
New York
$406K – – –
LIM
4311
Lathrop Investment Management
Arkansas
$406K -$103K -169 -19%
TAM
4312
Trillium Asset Management
Massachusetts
$404K -$61.1K -100 -12%
SWM
4313
Schwallier Wealth Management
Michigan
$404K -$8.56K -14 -2%
EMAM
4314
Encompass More Asset Management
California
$403K +$29.4K +48 +7%
TA
4315
TKG Advisors
Indiana
$403K -$105K -171 -19%
OAM
4316
Oxford Asset Management
United Kingdom
$403K -$2.12M -3,470 -83%
2WWM
4317
21 West Wealth Management
California
$403K +$5.5K +9 +1%
E
4318
Evansbrook
Illinois
$403K +$28.7K +47 +7%
FFW
4319
Fusion Family Wealth
New York
$403K – – –
T
4320
TOBAM
France
$402K -$4.97M -8,120 -92%
VPWA
4321
Vestia Personal Wealth Advisors
Indiana
$402K -$14.1K -23 -3%
PG
4322
Patten Group
Tennessee
$402K +$159K +260 +57%
DWA
4323
Dorsey Wright & Associates
California
$400K – – –
AI
4324
Auour Investments
Massachusetts
$400K – – –
HWP
4325
Hibernia Wealth Partners
Louisiana
$398K -$67.9K -111 -14%
171 172
173
174 175