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Name Holding Trade Value Shares
Change 		Change in
Stake
VL
3401
Vima LLC
Michigan
$121K +$117K +1,484 New
KAS
3402
Kemnay Advisory Services
New York
$120K +$10.8K +137 +10%
XAU
3403
XP Advisory US
Florida
$119K +$116K +1,468 New
WCMN
3404
Westchester Capital Management (Nebraska)
Nebraska
$118K – – –
MDA
3405
Minot DeBlois Advisors
Massachusetts
$116K -$1.97K -25 -2%
JGCM
3406
Joseph Group Capital Management
Ohio
$115K +$50.5K +640 +83%
CCA
3407
Catalyst Capital Advisors
New York
$114K -$76.9K -974 -41%
MWM
3408
Mosley Wealth Management
California
$112K -$512K -6,482 -82%
GA
3409
GoalVest Advisory
New York
$112K -$2.61K -33 -2%
FFO
3410
Fortitude Family Office
Arizona
$110K +$1.97K +25 +2%
EWM
3411
Evolution Wealth Management
Florida
$109K +$47.3K +599 +81%
S
3412
Sachetta
Massachusetts
$108K +$26.7K +338 +34%
DF
3413
Dunhill Financial
United Kingdom
$108K +$19K +241 +22%
DWM
3414
Dogwood Wealth Management
Kansas
$106K +$4.19K +53 +4%
PCTC
3415
Perkins Coie Trust Company
Washington
$103K – – –
CJ
3416
Caitlin John
Michigan
$102K -$162K -2,052 -62%
WG
3417
Wellington Group
Indiana
$102K – – –
TLA
3418
Tanglewood Legacy Advisors
Texas
$101K – – –
RPA
3419
Redwood Park Advisors
California
$99.7K +$79 +1 +0.1%
SC
3420
Sawyer & Company
Massachusetts
$98.3K – – –
MMCM
3421
Murphy & Mullick Capital Management
New York
$97.5K +$4.03K +51 +4%
HCM
3422
Hollencrest Capital Management
California
$97.5K -$3.71K -47 -4%
MS
3423
Monetary Solutions
Ohio
$97.1K – – –
KSB
3424
Kennebec Savings Bank
Maine
$96.7K +$31.6K +400 +51%
AA
3425
Addison Advisors
Vermont
$96.2K -$709K -8,971 -88%
135 136
137
138 139