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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2601
Windsor Wealth Management
Indiana
$739K -$3.65K -11 -0.5%
SIC
2602
Samalin Investment Counsel
New York
$739K +$228K +687 +45%
GCAC
2603
Guardian Capital Advisors (Canada)
Ontario, Canada
$737K -$16.6K -50 -2%
PP
2604
Patten & Patten
Tennessee
$736K -$105K -315 -13%
SN
2605
Sittner & Nelson
Oregon
$735K +$16.6K +50 +2%
PHIC
2606
Pine Haven Investment Counsel
Massachusetts
$734K +$724K +2,182 New
IFS
2607
Intelligent Financial Strategies
Minnesota
$734K +$725K +2,183 New
ICG
2608
InterOcean Capital Group
Tennessee
$732K -$20.3K -61 -3%
RW
2609
REDW Wealth
New Mexico
$730K -$60.4K -182 -8%
CC
2610
Cadinha & Co
Hawaii
$730K -$34.2K -103 -5%
PW
2611
Peninsula Wealth
California
$729K +$719K +2,167 New
LPIC
2612
LeJeune Puetz Investment Counsel
Michigan
$724K -$21.6K -65 -3%
TA
2613
TFG Advisers
Michigan
$724K -$12.6K -38 -2%
FMN
2614
Financial Management Network
California
$724K – – –
CNB
2615
Camden National Bank
Maine
$723K +$20.9K +63 +3%
FWP
2616
Falcon Wealth Planning
California
$720K +$67.4K +203 +10%
LAM
2617
LifePro Asset Management
California
$719K +$310K +934 +78%
GA
2618
Greytown Advisors
Florida
$716K +$12.9K +39 +2%
CNBTD
2619
Citizens National Bank Trust Department
Mississippi
$712K -$482K -1,451 -41%
RW
2620
RVW Wealth
California
$712K +$26.2K +79 +4%
1W
2621
1776 Wealth
Georgia
$711K -$721K -2,173 -51%
LMAM
2622
Legg Mason Asset Management
Japan
$711K -$34.9K -105 -5%
KA
2623
KLCM Advisors
Wisconsin
$710K -$26.2K -79 -4%
SEIA
2624
Signature Estate & Investment Advisors
California
$710K +$22.9K +69 +3%
VDI
2625
Vaughan David Investments
Illinois
$707K +$29.2K +88 +4%
103 104
105
106 107