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Name Holding Trade Value Shares
Change
Change in
Stake
LS
2051
Leelyn Smith
Illinois
$16.2M -$323K -1,570 -2%
MWM
2052
Maridea Wealth Management
New York
$16.2M +$2.52M +12,258 +18%
ACM
2053
Arini Captial Management
United Kingdom
$16.1M +$16.6M +80,600 New
SAM
2054
S.A. Mason
Michigan
$16.1M +$157K +762 +1%
HIA
2055
Harbor Investment Advisory
Maryland
$16.1M +$698K +3,397 +4%
CIM
2056
Corda Investment Management
Texas
$16.1M +$499K +2,427 +3%
IP
2057
Intellectus Partners
California
$16.1M +$1.53M +7,441 +10%
MEG
2058
Millstone Evans Group
Colorado
$16M +$65.8K +320 +0.4%
PAMI
2059
Perseverance Asset Management International
Cayman Islands
$16M -$43.2M -210,000 -72%
MP
2060
Maestria Partners
Georgia
$16M – – –
PRA
2061
Pine Ridge Advisers
New York
$16M +$8.22M +40,000 +100%
PPC
2062
Park Place Capital
Alabama
$16M +$399K +1,940 +2%
AWAG
2063
ARS Wealth Advisors Group
Florida
$16M +$1.3M +6,324 +9%
TAIM
2064
Te Ahumairangi Investment Management
New Zealand
$16M +$2.1M +10,205 +15%
LHC
2065
Little House Capital
Massachusetts
$16M +$330K +1,604 +2%
MFGM
2066
Marshall Financial Group (Maryland)
Maryland
$16M +$133K +646 +0.8%
BWM
2067
BigSur Wealth Management
Florida
$15.9M +$1.22M +5,911 +8%
LTI
2068
Laffer Tengler Investments
Tennessee
$15.9M +$5.54M +26,963 +51%
BSWM
2069
Boston Standard Wealth Management
Massachusetts
$15.9M -$7.4K -36 -0%
PCM
2070
Pennsylvania Capital Management
Pennsylvania
$15.9M -$145K -704 -0.9%
CWM
2071
Cabot Wealth Management
Massachusetts
$15.8M +$5.49M +26,724 +51%
BW
2072
BIP Wealth
Georgia
$15.8M +$3.93M +19,135 +32%
FFO
2073
Fiduciary Family Office
Florida
$15.8M +$475K +2,312 +3%
OP
2074
Oslo Pensjonsforsikring
$15.8M +$327K +1,588 +2%
MPPLM
2075
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.8M -$33.3K -162 -0.2%