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Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
3851
Kentucky Trust Company
Kentucky
$709K – – –
WCM
3852
Windsor Capital Management
Arizona
$709K -$83.4K -112 -10%
SFC
3853
Strategic Financial Concepts
Texas
$709K -$450K -605 -39%
WN
3854
Williams & Novak
California
$707K +$17.9K +24 +3%
BAM
3855
Blueshift Asset Management
New Jersey
$707K +$717K +963 New
BW
3856
Balance Wealth
Ohio
$707K +$238K +320 +50%
CPA
3857
Cathy Pareto & Associates
Florida
$706K +$32.7K +44 +5%
S
3858
Sachetta
Massachusetts
$706K +$13.4K +18 +2%
TIM
3859
Tortoise Investment Management
New York
$705K +$33.5K +45 +5%
HIG
3860
Heritage Investment Group
Florida
$705K +$55.8K +75 +8%
SC
3861
Schubert & Co
Texas
$705K +$93K +125 +15%
CA
3862
Carson Advisory
Georgia
$705K -$312K -419 -30%
FI
3863
Financial Insights
Washington
$704K +$210K +282 +42%
LG
3864
LAM Group
Oregon
$704K – – –
PA
3865
Promethium Advisors
Maryland
$703K +$211K +284 +42%
WHCI
3866
W.H. Cornerstone Investments
Massachusetts
$701K -$67K -90 -9%
ACP
3867
Argyle Capital Partners
California
$701K -$41.7K -56 -6%
MPIA
3868
Milestones Private Investment Advisors
New York
$701K -$8.93K -12 -1%
SIG
3869
Spinnaker Investment Group
California
$701K +$125K +168 +21%
IWS
3870
Integrity Wealth Solutions
Colorado
$700K -$181K -243 -20%
PPWM
3871
PFG Private Wealth Management
Florida
$700K +$236K +317 +50%
AAG
3872
Armstrong Advisory Group
Massachusetts
$700K +$43.2K +58 +6%
LAS
3873
LWM Advisory Services
Florida
$698K -$10.4K -14 -1%
AA
3874
Addison Advisors
Vermont
$698K +$14.9K +20 +2%
WBCM
3875
Wilson & Boucher Capital Management
California
$698K – – –
153 154
155
156 157