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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1151
Moors & Cabot
Massachusetts
$3.23M +$305K +849 +10%
PFPT
1152
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.22M -$205K -571 -6%
CI
1153
Ceera Investments
Texas
$3.21M -$12.6K -35 -0.4%
TW
1154
TrinityPoint Wealth
Connecticut
$3.21M -$12.2K -34 -0.4%
BAM
1155
Belpointe Asset Management
Nevada
$3.18M -$94.2K -262 -3%
LMKC
1156
L.M. Kohn & Company
Ohio
$3.16M +$3.18M +8,852 New
CIA
1157
Choate Investment Advisors
Massachusetts
$3.16M +$1.09M +3,045 +52%
WI
1158
WrapManager Inc
California
$3.16M +$57.2K +159 +2%
CP
1159
Cumberland Partners
Ontario, Canada
$3.16M -$985K -2,739 -24%
ACM
1160
AlphaCrest Capital Management
New York
$3.16M +$1.87M +5,210 +144%
CCG
1161
Cloverfields Capital Group
Minnesota
$3.15M +$1.35M +3,765 +75%
FFA
1162
Fairfield Financial Advisors
Massachusetts
$3.15M +$3.16M +8,802 New
RPC
1163
Rossmore Private Capital
Connecticut
$3.14M – – –
IWA
1164
Inspirion Wealth Advisors
Illinois
$3.14M +$360K +1,001 +13%
TAM
1165
Trust Asset Management
Texas
$3.14M +$88.1K +245 +3%
SAM
1166
Silvercrest Asset Management
New York
$3.13M +$116K +322 +4%
SLG
1167
Stanley-Laman Group
Pennsylvania
$3.13M +$343K +954 +12%
IIA
1168
IPG Investment Advisors
California
$3.11M -$336K -935 -10%
FAN
1169
Financial Advisors Network
California
$3.11M +$226K +630 +8%
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$3.11M -$28.8K -80 -0.9%
VHAM
1171
Van Hulzen Asset Management
California
$3.1M +$1.98M +5,500 +173%
LAM
1172
Lynch Asset Management
Pennsylvania
$3.1M – – –
GTAM
1173
Global Trust Asset Management
Florida
$3.09M +$18.3K +51 +0.6%
STC
1174
Sarah T. Connolly
$3.08M +$105K +292 +4%
WP
1175
Waycross Partners
Kentucky
$3.06M -$302K -841 -9%
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