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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1251
Matrix Asset Advisors
New York
$28.2M +$2.23M +10,150 +8%
CT
1252
Caldwell Trust
Florida
$28.1M +$483K +2,195 +2%
TNA
1253
True North Advisors
Texas
$28.1M -$742K -3,368 -2%
MK
1254
MASTERINVEST Kapitalanlage
$28.1M -$3.24M -14,713 -10%
PR
1255
Payden & Rygel
California
$28M +$176K +800 +0.6%
CA
1256
Cache Advisors
California
$28M +$3.72M +16,888 +14%
XWM
1257
Xcel Wealth Management
Florida
$27.9M -$508K -2,307 -2%
ANTB
1258
AMG National Trust Bank
Colorado
$27.8M +$1.36M +6,172 +5%
HHMI
1259
Howard Hughes Medical Institute
Maryland
$27.7M +$28.8M +130,778 +6,248%
RDWM
1260
Red Door Wealth Management
Tennessee
$27.6M +$478K +2,171 +2%
NCM
1261
Novare Capital Management
North Carolina
$27.6M -$513K -2,331 -2%
SAM
1262
SP Asset Management
California
$27.6M -$560K -2,545 -2%
FRA
1263
Frank Rimerman Advisors
California
$27.6M -$1.34M -6,102 -4%
AMCA
1264
Arthur M. Cohen & Associates
Illinois
$27.6M -$296K -1,343 -1%
WC
1265
Westwind Capital
New Mexico
$27.5M -$1.51M -6,839 -5%
JSA
1266
Jacobson & Schmitt Advisors
Wisconsin
$27.5M +$573K +2,601 +2%
RAM
1267
Robinhood Asset Management
California
$27.5M +$8.5M +38,592 +41%
CBA
1268
Coastal Bridge Advisors
Connecticut
$27.5M -$47.3K -215 -0.2%
TCA
1269
Trifecta Capital Advisors
Illinois
$27.2M +$492K +2,235 +2%
BFG
1270
Bouchey Financial Group
New York
$27.2M +$803K +3,645 +3%
NP
1271
Nilsine Partners
Colorado
$27.1M +$476K +2,163 +2%
LWL
1272
Leo Wealth LLC
Texas
$27.1M -$677K -3,073 -2%
DAS
1273
Diversify Advisory Services
Utah
$27.1M -$35.2M -159,993 -61%
DWP
1274
Destiny Wealth Partners
Florida
$27.1M +$2.12M +9,649 +8%
RCP
1275
Rothschild Capital Partners
New York
$27M -$203K -922 -0.7%