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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
3426
Kemnay Advisory Services
New York
$120K +$10.8K +137 +10%
XAU
3427
XP Advisory US
Florida
$119K +$116K +1,468 New
WCMN
3428
Westchester Capital Management (Nebraska)
Nebraska
$118K – – –
MDA
3429
Minot DeBlois Advisors
Massachusetts
$116K -$1.97K -25 -2%
JGCM
3430
Joseph Group Capital Management
Ohio
$115K +$50.5K +640 +83%
CCA
3431
Catalyst Capital Advisors
New York
$114K -$76.9K -974 -41%
MWM
3432
Mosley Wealth Management
California
$112K -$512K -6,482 -82%
GA
3433
GoalVest Advisory
New York
$112K -$2.61K -33 -2%
AIA
3434
Alternative Investment Advisors
Florida
$111K +$107K +1,361 New
FFO
3435
Fortitude Family Office
Arizona
$110K +$1.97K +25 +2%
EWM
3436
Evolution Wealth Management
Florida
$109K +$47.3K +599 +81%
S
3437
Sachetta
Massachusetts
$108K +$26.7K +338 +34%
DF
3438
Dunhill Financial
United Kingdom
$108K +$19K +241 +22%
DWM
3439
Dogwood Wealth Management
Kansas
$106K +$4.19K +53 +4%
PCTC
3440
Perkins Coie Trust Company
Washington
$103K – – –
CJ
3441
Caitlin John
Michigan
$102K -$162K -2,052 -62%
TLA
3442
Tanglewood Legacy Advisors
Texas
$101K – – –
RPA
3443
Redwood Park Advisors
California
$99.7K +$79 +1 +0.1%
SC
3444
Sawyer & Company
Massachusetts
$98.3K – – –
MMCM
3445
Murphy & Mullick Capital Management
New York
$97.5K +$4.03K +51 +4%
HCM
3446
Hollencrest Capital Management
California
$97.5K -$3.71K -47 -4%
MS
3447
Monetary Solutions
Ohio
$97.1K – – –
KSB
3448
Kennebec Savings Bank
Maine
$96.7K +$31.6K +400 +51%
AA
3449
Addison Advisors
Vermont
$96.2K -$709K -8,971 -88%
CIS
3450
Custom Index Systems
New York
$95.5K +$92.8K +1,175 New