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Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
2051
Little House Capital
Massachusetts
$16M +$330K +1,604 +2%
MFGM
2052
Marshall Financial Group (Maryland)
Maryland
$16M +$133K +646 +0.8%
BWM
2053
BigSur Wealth Management
Florida
$15.9M +$1.22M +5,911 +8%
LTI
2054
Laffer Tengler Investments
Tennessee
$15.9M +$5.54M +26,963 +51%
BSWM
2055
Boston Standard Wealth Management
Massachusetts
$15.9M -$7.4K -36 -0%
PCM
2056
Pennsylvania Capital Management
Pennsylvania
$15.9M -$145K -704 -0.9%
CWM
2057
Cabot Wealth Management
Massachusetts
$15.8M +$5.49M +26,724 +51%
BW
2058
BIP Wealth
Georgia
$15.8M +$3.93M +19,135 +32%
FFO
2059
Fiduciary Family Office
Florida
$15.8M +$475K +2,312 +3%
OP
2060
Oslo Pensjonsforsikring
$15.8M +$327K +1,588 +2%
MPPLM
2061
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.8M -$33.3K -162 -0.2%
SAM
2062
Sagewood Asset Management
New York
$15.8M +$2.32M +11,260 +17%
OCM
2063
Orser Capital Management
Texas
$15.8M -$171K -830 -1%
SCM
2064
Sage Capital Management
New Jersey
$15.8M -$80K -389 -0.5%
TC
2065
Trilogy Capital
California
$15.8M +$464K +2,258 +3%
ES
2066
Eagle Strategies
New York
$15.8M +$272K +1,322 +2%
WA
2067
Waddell & Associates
Tennessee
$15.7M +$2.27M +11,041 +16%
JWM
2068
Jeppson Wealth Management
California
$15.7M -$318K -1,545 -2%
SMC
2069
Smith, Moore & Co
Missouri
$15.7M -$268K -1,304 -2%
RWP
2070
Revolve Wealth Partners
New Jersey
$15.6M +$1.34M +6,522 +9%
FFG
2071
Fiduciary Financial Group
California
$15.6M +$744K +3,617 +5%
BHPW
2072
Beverly Hills Private Wealth
California
$15.6M -$1.76M -8,574 -10%
EA
2073
Everpar Advisors
Oklahoma
$15.5M +$793K +3,857 +5%
VIA
2074
Victrix Investment Advisors
Florida
$15.5M +$420K +2,042 +3%
SCM
2075
Soros Capital Management
New York
$15.5M +$13.5M +65,697 +566%
81 82
83
84 85