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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1876
CIC Wealth
Maryland
$11.9M +$170K +666 +2%
BCM
1877
Barometer Capital Management
Ontario, Canada
$11.9M +$10.5M +41,006 +18,639%
SS
1878
Sunbelt Securities
Texas
$11.9M +$3.55M +13,935 +50%
BWM
1879
BerganKDV Wealth Management
Minnesota
$11.9M +$397K +1,557 +4%
HA
1880
Herold Advisors
New York
$11.9M +$55.4K +217 +0.5%
RWB
1881
RMR Wealth Builders
New Jersey
$11.8M +$1.66M +6,523 +19%
RIA
1882
Realta Investment Advisors
Delaware
$11.8M -$612K -2,399 -6%
SWM
1883
Silverlake Wealth Management
Vermont
$11.8M -$195K -764 -2%
RA
1884
RFG Advisory
Alabama
$11.8M +$254K +996 +3%
HWAM
1885
Hennion & Walsh Asset Management
New Jersey
$11.8M -$787K -3,087 -7%
GAM
1886
Grandview Asset Management
Pennsylvania
$11.8M -$641K -2,512 -6%
SIA
1887
SeaBridge Investment Advisors
New Jersey
$11.7M +$83.9K +329 +0.8%
CFG
1888
Cooper Financial Group
California
$11.7M -$278K -1,088 -3%
MW
1889
Marcum Wealth
Ohio
$11.7M +$228K +894 +2%
SC
1890
Searle & Co
Connecticut
$11.7M -$110K -432 -1%
MS
1891
Marshall & Sullivan
Washington
$11.7M +$1.14M +4,468 +12%
TWM
1892
TLW Wealth Management
Florida
$11.7M -$120K -471 -1%
MKA
1893
M. Kulyk & Associates
Georgia
$11.7M +$240K +942 +2%
LHC
1894
Little House Capital
Massachusetts
$11.6M +$781K +3,063 +8%
MJP
1895
Michael J. Puzo
$11.6M +$287K +1,126 +3%
WKWM
1896
Walter & Keenan Wealth Management
Indiana
$11.6M -$384K -1,506 -4%
HI
1897
Humankind Investments
New York
$11.5M -$247K -967 -2%
RDWM
1898
Red Door Wealth Management
Tennessee
$11.5M +$232K +911 +2%
FSCM
1899
First Sabrepoint Capital Management
Texas
$11.5M – – –
WCM
1900
Wildcat Capital Management
New York
$11.5M +$10.2M +40,000 New
74 75
76
77 78