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Name Holding Trade Value Shares
Change
Change in
Stake
EB
901
Eastern Bank
Massachusetts
$203K -$25.9K -119 -12%
BIM
902
Bridges Investment Management
Nebraska
$202K +$197K +902 New
KWM
903
Koa Wealth Management
California
$202K +$196K +900 New
MJP
904
Michael J. Puzo
$202K +$196K +900 New
AFGAS
905
Allegiance Financial Group Advisory Services
Virginia
$202K -$38.1K -175 -16%
WHG
906
Westwood Holdings Group
Texas
$201K +$196K +898 New
CAM
907
Cidel Asset Management
Ontario, Canada
$201K +$195K +896 New
MFGM
908
Marshall Financial Group (Maryland)
Maryland
$201K -$878K -4,030 -82%
CMBA
909
C.M. Bidwell & Associates
Hawaii
$183K -$5.45K -25 -3%
CF
910
Centaurus Financial
California
$178K
1IA
911
1620 Investment Advisors
Massachusetts
$177K +$2.18K +10 +1%
PCM
912
Penserra Capital Management
California
$175K +$1.09K +5 +0.6%
EWP
913
Elevation Wealth Partners
California
$171K
HP
914
Havemeyer Place
Connecticut
$168K +$164K +751 New
LFG
915
Larson Financial Group
Missouri
$167K +$5.67K +26 +4%
GTAM
916
Global Trust Asset Management
Florida
$160K
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$155K -$10.5K -48 -7%
CT
918
Colonial Trust
South Carolina
$146K
O
919
Ossiam
France
$145K +$141K +647 New
CYG
920
Clean Yield Group
Vermont
$142K
Los Angeles Capital Management
921
Los Angeles Capital Management
California
$139K
MMG
922
Monetary Management Group
Missouri
$135K
NRG
923
Nemes Rush Group
Michigan
$128K +$218 +1 +0.2%
T
924
TOBAM
France
$124K -$1M -4,611 -89%
CAM
925
Close Asset Management
United Kingdom
$123K