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Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
2251
Kentucky Trust Company
Kentucky
$186K – – –
WAS
2252
Winch Advisory Services
Wisconsin
$186K -$2.88K -26 -2%
MUMSS
2253
Mitsubishi UFJ Morgan Stanley Securities
Japan
$186K +$156K +1,407 New
MMG
2254
Monetary Management Group
Missouri
$185K -$33.2K -300 -18%
CAL
2255
Capital Advisors Ltd
Ohio
$185K – – –
MCM
2256
MV Capital Management
Maryland
$183K -$58.6K -529 -28%
FFO
2257
Fortitude Family Office
Arizona
$183K +$886 +8 +0.6%
PMFA
2258
Plante Moran Financial Advisors
Michigan
$183K -$77.5K -700 -34%
BGAI
2259
Bruce G. Allen Investments
Colorado
$181K -$16.6K -150 -10%
USB
2260
Union Savings Bank
Connecticut
$181K -$24K -217 -14%
NEWAS
2261
N.E.W. Advisory Services
Wisconsin
$180K +$62.8K +567 +71%
JWA
2262
JFS Wealth Advisors
Pennsylvania
$180K -$10.1K -91 -6%
TPWA
2263
Twin Peaks Wealth Advisors
California
$179K +$150K +1,358 New
SAS
2264
Stelac Advisory Services
New York
$176K +$148K +1,337 New
TCM
2265
Triumph Capital Management
Colorado
$176K +$7.09K +64 +5%
PWA
2266
Portus Wealth Advisors
North Carolina
$174K +$146K +1,316 New
JSAM
2267
J. Safra Asset Management
New York
$173K – – –
SWM
2268
SHP Wealth Management
Massachusetts
$173K +$18.9K +171 +15%
FDCP
2269
Foster Dykema Cabot & Partners
Massachusetts
$172K – – –
PIS
2270
POM Investment Strategies
North Carolina
$172K +$144K +1,299 +129,900%
WB
2271
Webster Bank
Connecticut
$169K – – –
CT
2272
Clearstead Trust
Maine
$168K – – –
KFP
2273
Kerr Financial Planning
California
$165K +$112K +1,014 +317%
BGA
2274
Battery Global Advisors
Massachusetts
$165K +$136K +1,231 +6,479%
DWA
2275
Delos Wealth Advisors
Texas
$165K -$1.44K -13 -1%
89 90
91
92 93