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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2351
Well Done LLC
Michigan
$361K -$153K -2,769 -29%
CQS
2352
Credential Qtrade Securities
$360K -$651K -11,773 -64%
BWAM
2353
Boyd Watterson Asset Management
Ohio
$360K -$277K -5,003 -43%
GAM
2354
Gemmer Asset Management
California
$360K +$3.26K +59 +0.9%
TNAM
2355
Terra Nova Asset Management
New York
$360K +$17.3K +313 +5%
PP
2356
Professional Planning
California
$359K -$306K -5,527 -45%
TPW
2357
Tiller Private Wealth
Pennsylvania
$359K -$17.6K -319 -5%
IWN
2358
Independent Wealth Network
Iowa
$358K +$374K +6,762 New
HCA
2359
Harbour Capital Advisors
Virginia
$357K -$42.9K -775 -10%
TWP
2360
Tower Wealth Partners
Pennsylvania
$357K -$29.6K -536 -7%
LWMM
2361
Legacy Wealth Management (Mississippi)
Mississippi
$356K -$30.4K -550 -8%
ABTD
2362
Arvest Bank Trust Division
Oklahoma
$356K -$14.1M -255,456 -97%
EM
2363
ELCO Management
New York
$356K +$387 +7 +0.1%
TP
2364
Tranquility Partners
Tennessee
$356K +$364K +6,589 New
ZIG
2365
Zuckerman Investment Group
Illinois
$354K -$90.6K -1,637 -20%
LRPA
2366
L. Roy Papp & Associates
Arizona
$354K -$1.94K -35 -0.5%
EFG
2367
Everhart Financial Group
Ohio
$354K +$14.8K +268 +4%
ECM
2368
Exchange Capital Management
Michigan
$353K +$13.8K +249 +4%
BWA
2369
Burt Wealth Advisors
Maryland
$353K +$42.4K +766 +13%
HWMG
2370
Hurlow Wealth Management Group
Indiana
$351K -$10K -181 -3%
TC
2371
Truvestments Capital
Florida
$351K +$885 +16 +0.2%
RVPG
2372
Relative Value Partners Group
$350K -$4.37K -79 -1%
JC
2373
Jentner Corp
Ohio
$349K – – –
PRS
2374
Pinkerton Retirement Specialists
Idaho
$348K +$27.7K +501 +8%
AWMT
2375
AAFMAA Wealth Management & Trust
North Carolina
$347K -$94.1K -1,701 -21%
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95
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