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Name Holding Trade Value Shares
Change 		Change in
Stake
HW
701
Hancock Whitney
Mississippi
$520K +$4.3K +80 +0.8%
BFIM
702
Beese Fulmer Investment Management
Ohio
$519K -$107K -1,995 -17%
HI
703
Horizon Investments
North Carolina
$517K +$43.3K +805 +9%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$516K -$18.8K -350 -4%
GCM
705
Gables Capital Management
Florida
$513K -$13.4K -250 -3%
SI
706
Shaker Investments
Ohio
$513K +$511K +9,500 New
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$508K +$4.3K +80 +0.9%
MPCG
708
Matrix Private Capital Group
New York
$508K +$806 +15 +0.2%
BCM
709
Brookstone Capital Management
Illinois
$507K +$11.8K +220 +2%
PWP
710
Phillips Wealth Planners
Mississippi
$507K -$116K -2,150 -18%
TTWM
711
TCV Trust & Wealth Management
Virginia
$505K – – –
ADIM
712
Alpha DNA Investment Management
Maryland
$505K -$501K -9,325 -50%
GT
713
Glenview Trust
Kentucky
$495K -$1.61K -30 -0.3%
PCP
714
Proficio Capital Partners
Massachusetts
$492K -$1.07K -20 -0.2%
OIA
715
Optimum Investment Advisors
Illinois
$489K – – –
TA
716
TKG Advisors
Indiana
$484K -$109K -2,035 -18%
MOS
717
MGO One Seven
Ohio
$481K +$198K +3,680 +70%
GVAG
718
Great Valley Advisor Group
Delaware
$479K +$12.4K +230 +3%
TPWA
719
TRUE Private Wealth Advisors
Oregon
$478K +$19.9K +370 +4%
FLI
720
Family Legacy Inc
South Carolina
$478K +$157K +2,920 +49%
USB
721
Union Savings Bank
Connecticut
$473K -$31.4K -585 -6%
SWP
722
Significant Wealth Partners
Illinois
$473K -$460K -8,550 -49%
GWP
723
Gen-Wealth Partners
Michigan
$471K +$68.8K +1,280 +17%
BIA
724
Beacon Investment Advisors
Maryland
$469K – – –
CA
725
Cornerstone Advisory
Maryland
$469K – – –
27 28
29
30 31