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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2201
Machina Capital
France
$991K +$988K +6,380 New
GWS
2202
Greykasell Wealth Strategies
California
$990K +$65.7K +424 +7%
VIM
2203
Vista Investment Management
Pennsylvania
$990K -$74.2K -479 -7%
CNBT
2204
Cornerstone National Bank & Trust
Illinois
$988K -$5.11K -33 -0.5%
ATS
2205
Ashton Thomas Securities
New York
$987K +$557K +3,599 +130%
WBWA
2206
William B. Walkup & Associates
South Carolina
$987K +$10.2K +66 +1%
AAM
2207
Aureus Asset Management
Massachusetts
$987K -$77.4K -500 -7%
JWS
2208
Juncture Wealth Strategies
Arizona
$987K +$293K +1,889 +42%
BI
2209
Bolthouse Investments
California
$984K – – –
WCM
2210
Windsor Capital Management
Arizona
$983K +$465 +3 +0%
SWA
2211
SOA Wealth Advisors
New York
$982K +$19K +123 +2%
PWPS
2212
Pinnacle Wealth Planning Services
Ohio
$982K +$48K +310 +5%
OHWP
2213
Oak Harbor Wealth Partners
North Carolina
$980K +$45.1K +291 +5%
WMA
2214
West Michigan Advisors
Michigan
$979K +$6.66K +43 +0.7%
I
2215
INVST
Indiana
$979K +$107K +694 +12%
RWA
2216
Roberts Wealth Advisors
California
$978K +$28.7K +185 +3%
LIA
2217
Lynx Investment Advisory
District of Columbia
$978K -$21.7K -140 -2%
CAM
2218
Campion Asset Management
Virginia
$976K +$6.5K +42 +0.7%
MWM
2219
Mascagni Wealth Management
Mississippi
$976K +$6.97K +45 +0.7%
VCP
2220
Vista Capital Partners
Oregon
$975K +$259K +1,673 +36%
MTC
2221
Matrix Trust Company
Colorado
$974K -$71.2K -460 -7%
PSP
2222
Pacific Sage Partners
Washington
$973K +$310 +2 +0%
CHA
2223
Cooper/Haims Advisors
New York
$972K +$15.8K +102 +2%
AFCM
2224
Applied Finance Capital Management
Puerto Rico
$969K -$11.7M -75,709 -92%
EAM
2225
Everstar Asset Management
North Carolina
$968K +$41.7K +269 +5%
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89
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