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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1826
Mezzasalma Advisors
New Jersey
$4.43M +$159K +1,272 +3%
SXL
1827
Summit X LLC
Missouri
$4.41M -$755K -6,035 -13%
ACM
1828
Ayrshire Capital Management
Connecticut
$4.41M -$38K -304 -0.7%
KFA
1829
Kelleher Financial Advisors
New York
$4.39M +$1.84M +14,681 +55%
EWM
1830
Executive Wealth Management
Michigan
$4.39M -$294K -2,349 -5%
GA
1831
GraniteShares Advisors
New York
$4.39M -$1.1M -8,822 -18%
CTFG
1832
Capstone Triton Financial Group
Oklahoma
$4.38M -$94.9K -758 -2%
IAS
1833
IMA Advisory Services
Colorado
$4.37M +$491K +3,920 +11%
BL
1834
BFSG LLC
California
$4.37M +$5.15M +41,175 New
SGI
1835
Summit Global Investments
Utah
$4.37M -$346K -2,769 -6%
MMM
1836
Mendel Money Management
Illinois
$4.36M +$82.2K +657 +2%
KCM
1837
Karp Capital Management
California
$4.34M -$846K -6,762 -14%
CAAS
1838
Capital Asset Advisory Services
Michigan
$4.34M +$1.38K +11 +0%
WIC
1839
WealthBridge Investment Counsel
Alberta, Canada
$4.33M +$168K +1,340 +3%
IRAG
1840
Investment Research & Advisory Group
Georgia
$4.31M +$228K +1,824 +5%
FTB
1841
First Trust Bank
Bahamas
$4.31M
ACA
1842
Atlas Capital Advisors
Wyoming
$4.3M +$58.4K +467 +1%
HCA
1843
Harbor Capital Advisors
Illinois
$4.3M -$4.21M -33,681 -45%
GPFA
1844
Game Plan Financial Advisors
Ohio
$4.29M +$452K +3,610 +10%
DC
1845
DeDora Capital
California
$4.27M +$132K +1,052 +3%
CT
1846
Clearstead Trust
Maine
$4.27M +$53.2K +425 +1%
HZ
1847
Hixon Zuercher
Ohio
$4.26M +$167K +1,336 +3%
RCM
1848
Regency Capital Management
Hawaii
$4.26M +$482K +3,849 +11%
IIM
1849
Intact Investment Management
Quebec, Canada
$4.25M -$250K -2,000 -5%
MJP
1850
Michael J. Puzo
$4.25M +$139K +1,110 +3%