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Name Holding Trade Value Shares
Change 		Change in
Stake
PR
2526
Payden & Rygel
California
$12.5M – – –
BTWM
2527
Brass Tax Wealth Management
Ohio
$12.5M -$766K -3,252 -6%
CSA
2528
Cottage Street Advisors
Massachusetts
$12.5M +$93.1K +395 +0.8%
PI
2529
Parkside Investments
Illinois
$12.5M -$1.54M -6,527 -12%
CF
2530
Copperwynd Financial
Arizona
$12.5M +$1.35M +5,723 +13%
KFBMI
2531
Kentucky Farm Bureau Mutual Insurance
Kentucky
$12.5M – – –
SCM
2532
Sitrin Capital Management
California
$12.5M -$119K -506 -1%
RC
2533
Rahlfs Capital
Texas
$12.5M +$11.8M +49,990 New
BWM
2534
BigSur Wealth Management
Florida
$12.5M -$518K -2,200 -4%
BWM
2535
BKM Wealth Management
Wisconsin
$12.5M +$1.05M +4,473 +10%
FPL
2536
Fortress Private Ledger
North Carolina
$12.5M +$11.8M +49,867 New
CWM
2537
Crowley Wealth Management
Delaware
$12.5M +$11.7M +49,798 New
WW
2538
Waterfront Wealth
Kansas
$12.4M +$109K +463 +0.9%
SJIM
2539
St. Johns Investment Management
Florida
$12.4M -$40.5K -172 -0.3%
RW
2540
Rede Wealth
Virginia
$12.4M -$174K -737 -1%
FIM
2541
Fernwood Investment Management
Massachusetts
$12.4M -$1.37M -5,807 -10%
SA
2542
Sovran Advisors
California
$12.4M +$12.6M +53,256 New
BLC
2543
Brown, Lisle/Cummings
Rhode Island
$12.4M +$155K +657 +1%
PWM
2544
Purus Wealth Management
California
$12.4M -$2.36K -10 -0%
OPTFSNA
2545
Old Point Trust & Financial Services N A
Virginia
$12.4M -$722K -3,063 -6%
ERIM
2546
Eagle Ridge Investment Management
Connecticut
$12.4M -$227K -965 -2%
NA
2547
Navellier & Associates
Nevada
$12.4M -$1.94M -8,213 -14%
CBT
2548
CoreFirst Bank & Trust
Kansas
$12.4M -$179K -760 -2%
CWP
2549
Curated Wealth Partners
California
$12.3M -$871K -3,696 -7%
MIM
2550
MTM Investment Management
South Carolina
$12.3M -$191K -811 -2%
100 101
102
103 104