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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1676
Money Concepts Capital
Florida
$20.2M +$4.91M +28,142 +35%
LCGC
1677
Legacy Capital Group California
California
$20.2M +$554K +3,178 +3%
GBT
1678
Grove Bank & Trust
Florida
$20.2M +$2.12M +12,138 +13%
S
1679
Sunpointe
Missouri
$20.2M -$561K -3,217 -3%
HAM
1680
Harmony Asset Management
Arizona
$20.2M +$76.9K +441 +0.4%
MCM
1681
MV Capital Management
Maryland
$20.2M -$2.22M -12,749 -11%
BZWA
1682
Blue Zone Wealth Advisors
California
$20.1M +$14.3M +82,048 +317%
LHC
1683
Little House Capital
Massachusetts
$20.1M -$384K -2,204 -2%
GIM
1684
Goelzer Investment Management
Indiana
$20.1M -$87.2K -500 -0.5%
CWM
1685
Circle Wealth Management
New Jersey
$20.1M +$2.34M +13,436 +14%
FFA
1686
Fragasso Financial Advisors
Pennsylvania
$20.1M -$1.32M -7,571 -7%
CCG
1687
Ceeto Capital Group
Florida
$20.1M -$774K -4,442 -4%
QPW
1688
Quantum Private Wealth
Florida
$20M +$35.4K +203 +0.2%
CBTWT
1689
Community Bank & Trust (Waco, Texas)
Texas
$20M -$78.4K -450 -0.4%
A
1690
Argentarii
Ohio
$20M +$74.8K +429 +0.4%
CPBTD
1691
Central Pacific Bank - Trust Division
Hawaii
$20M -$229K -1,316 -1%
ATI
1692
Act Two Investors
California
$19.9M -$74.6K -428 -0.4%
FFS
1693
Fischer Financial Services
Pennsylvania
$19.9M -$62.9K -361 -0.3%
HI
1694
Hendershot Investments
Virginia
$19.9M -$12.6K -72 -0.1%
IIM
1695
Intact Investment Management
Quebec, Canada
$19.9M +$2.5M +14,350 +16%
AG
1696
AlTi Global
New York
$19.9M +$1.27M +7,261 +7%
CIM
1697
CIM Investment Management
Pennsylvania
$19.8M -$19.7M -113,033 -52%
LAM
1698
Lewis Asset Management
California
$19.8M -$1.39M -7,947 -7%
MAM
1699
Mystic Asset Management
Rhode Island
$19.8M -$128K -736 -0.7%
NS
1700
NBC Securities
Alabama
$19.8M +$1.63M +9,341 +10%
66 67
68
69 70