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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1776
Alteri Wealth
California
$18.7M +$796K +4,337 +4%
CT
1777
Clearstead Trust
Maine
$18.7M -$275K -1,499 -1%
MJP
1778
Michael J. Puzo
$18.7M -$347K -1,894 -2%
ECM
1779
Ebert Capital Management
California
$18.6M +$95.6K +521 +0.5%
YDMI
1780
Y.D. More Investments
Israel
$18.6M +$2.03M +11,051 +12%
BZWA
1781
Blue Zone Wealth Advisors
California
$18.6M -$272K -1,485 -1%
SFG
1782
SevenBridge Financial Group
Pennsylvania
$18.6M -$202K -1,101 -1%
WA
1783
WP Advisors
California
$18.6M -$148K -809 -0.8%
S
1784
Sunpointe
Missouri
$18.6M -$873K -4,758 -4%
GCM
1785
Gables Capital Management
Florida
$18.6M +$229K +1,250 +1%
SWP
1786
Strategic Wealth Partners
Ohio
$18.6M +$1.12M +6,119 +6%
HAM
1787
Harmony Asset Management
Arizona
$18.6M +$118K +641 +0.6%
FFS
1788
Fischer Financial Services
Pennsylvania
$18.6M +$15.6K +85 +0.1%
WFA
1789
Wellspring Financial Advisors
Ohio
$18.5M +$3.45M +18,818 +21%
DWP
1790
Destiny Wealth Partners
Florida
$18.5M +$12.1K +66 +0.1%
OSNBOA
1791
Old Second National Bank of Aurora
Illinois
$18.5M -$544K -2,964 -3%
MCM
1792
Makena Capital Management
California
$18.5M +$19.5M +106,176 New
MCC
1793
Money Concepts Capital
Florida
$18.5M -$527K -2,870 -3%
SOW
1794
State of Wyoming
Wyoming
$18.5M +$219K +1,195 +1%
CIM
1795
CIM Investment Management
Pennsylvania
$18.5M -$82.4K -449 -0.4%
DCM
1796
DGS Capital Management
New Jersey
$18.4M +$1.66M +9,025 +9%
LF
1797
Lighthouse Financial
Florida
$18.4M +$1.3M +7,081 +7%
PWCM
1798
Processus Wealth & Capital Management
Tennessee
$18.4M +$130K +706 +0.7%
NS
1799
NBC Securities
Alabama
$18.4M +$272K +1,483 +1%
AFM
1800
Aspetuck Financial Management
Connecticut
$18.4M +$31K +169 +0.2%
70 71
72
73 74