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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1376
Beese Fulmer Investment Management
Ohio
$430K +$55K +375 +16%
HIC
1377
Holderness Investments Company
North Carolina
$430K +$64.6K +440 +19%
NB
1378
NBT Bank
New York
$429K +$191K +1,300 +91%
BBHC
1379
Brown Brothers Harriman & Co
New York
$428K -$6.6K -45 -2%
MWA
1380
Meridian Wealth Advisors
Texas
$425K – – –
MCM
1381
Manchester Capital Management
Vermont
$425K +$7.34K +50 +2%
PFT
1382
Providence First Trust
Arizona
$423K – – –
OL
1383
OneFund LLC
Florida
$422K +$3.67K +25 +0.9%
SWP
1384
Semus Wealth Partners
Florida
$419K -$6.6K -45 -2%
VWM
1385
Valley Wealth Managers
New Jersey
$419K +$35.2K +240 +10%
AWA
1386
Aaron Wealth Advisors
Illinois
$419K +$71.9K +490 +23%
KC
1387
Kingfisher Capital
North Carolina
$417K – – –
CHJWM
1388
Carlton Hofferkamp & Jenks Wealth Management
Texas
$417K -$14.7K -100 -4%
FC
1389
Fairscale Capital
New Hampshire
$415K +$400K +2,725 New
FAIM
1390
Financial Advocates Investment Management
Washington
$415K +$10.3K +70 +3%
MFA
1391
Morling Financial Advisors
California
$415K +$9.54K +65 +3%
CFO
1392
CVA Family Office
Colorado
$414K +$4.4K +30 +1%
FIA
1393
Foundations Investment Advisors
Arizona
$412K -$103K -700 -21%
FHA
1394
First Horizon Advisors
Tennessee
$409K -$4.4K -30 -1%
SC
1395
Sierra Capital
Florida
$409K – – –
WMA
1396
Wealth Management Associates
New Jersey
$405K – – –
PCP
1397
Proficio Capital Partners
Massachusetts
$404K +$19.1K +130 +5%
RMDI
1398
R.M. Davis Inc
Maine
$404K – – –
HWP
1399
Highline Wealth Partners
California
$401K +$169K +1,155 +83%
SWM
1400
Segment Wealth Management
Texas
$400K – – –
54 55
56
57 58