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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1026
Red Door Wealth Management
Tennessee
$3.36M +$309K +3,064 +10%
AM
1027
Account Management
Massachusetts
$3.36M – – –
RCM
1028
Ravenstone Capital Management
$3.36M -$302K -3,000 -8%
SCM
1029
Stonebridge Capital Management
California
$3.35M -$529K -5,250 -14%
AT
1030
American Trust
Kentucky
$3.35M +$366K +3,630 +12%
KMC
1031
Kirr Marbach & Co
Indiana
$3.34M +$3.36M +33,364 New
CAL
1032
Capital Analysts LLC
Pennsylvania
$3.33M +$93.9K +931 +3%
GLAM
1033
Gardner Lewis Asset Management
Pennsylvania
$3.33M +$174K +1,730 +5%
WKWM
1034
Walter & Keenan Wealth Management
Indiana
$3.33M -$172K -1,702 -5%
UAS
1035
United Asset Strategies
New York
$3.33M +$413K +4,092 +14%
AMI
1036
Amica Mutual Insurance
Rhode Island
$3.31M -$796K -7,891 -19%
AWM
1037
Apollon Wealth Management
South Carolina
$3.3M -$181K -1,798 -5%
PFS
1038
Prospera Financial Services
Texas
$3.29M +$172K +1,707 +5%
JGC
1039
J. Goldman & Co
New York
$3.28M +$3.3M +32,728 New
GCC
1040
Guardian Capital (Canada)
Ontario, Canada
$3.27M -$79.1K -785 -2%
MJP
1041
Michael J. Puzo
$3.24M +$1.9M +18,841 +139%
FTDI
1042
First Trust Direct Indexing
Massachusetts
$3.23M +$179K +1,778 +6%
AG
1043
Ascent Group
Virginia
$3.22M +$407K +4,040 +14%
EB
1044
Eastern Bank
Massachusetts
$3.22M -$21.1K -209 -0.6%
SC
1045
Skylands Capital
Wisconsin
$3.21M -$333K -3,300 -9%
NAS
1046
NWF Advisory Services
California
$3.21M +$3.63M +35,991 New
HT
1047
Heritage Trust
Oklahoma
$3.21M +$57.1K +566 +2%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$3.21M -$127K -1,255 -4%
MMM
1049
Mendel Money Management
Illinois
$3.21M +$151K +1,494 +5%
PWP
1050
Pursue Wealth Partners
California
$3.21M -$725K -7,194 -18%
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