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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1176
Berbice Capital Management
New York
$6.13M – – –
TW
1177
Tempo Wealth
Ohio
$6.12M +$5.99M +10,712 New
BBP
1178
Banco BTG Pactual
Brazil
$6.08M +$1.67M +2,995 +39%
1SB
1179
1ST Source Bank
Indiana
$6.05M -$153K -274 -3%
MKA
1180
M. Kulyk & Associates
Georgia
$6.03M +$3.64M +6,505 +160%
NED
1181
Nancy E. Dempze
$6.03M -$38K -68 -0.6%
GS
1182
GTS Securities
Florida
$6.03M +$3.94M +7,044 +200%
BMCM
1183
Bryn Mawr Capital Management
Pennsylvania
$6.02M -$152K -272 -3%
PIWA
1184
Prevail Innovative Wealth Advisors
Kansas
$6.01M +$531K +949 +10%
RFA
1185
ROI Financial Advisors
Oregon
$6.01M +$47.5K +85 +0.8%
AFC
1186
AFT Forsyth & Company
Florida
$6M +$5.88M +10,517 New
CWP
1187
Cyndeo Wealth Partners
Florida
$5.97M -$665K -1,190 -10%
JIP
1188
Jaffetilchin Investment Partners
Florida
$5.96M -$95.6K -171 -2%
RIM
1189
Reliant Investment Management
Tennessee
$5.96M -$213K -381 -4%
KC
1190
Katamaran Capital
United Kingdom
$5.95M +$5.82M +10,418 New
IIA
1191
ICW Investment Advisors
Arizona
$5.93M – – –
AT
1192
American Trust
Kentucky
$5.9M -$21.8K -39 -0.4%
JWCA
1193
J.W. Cole Advisors
Florida
$5.89M -$455K -814 -7%
WWM
1194
Western Wealth Management
Colorado
$5.88M +$14K +25 +0.2%
CGIM
1195
Capital Group Investment Management
Singapore
$5.88M +$562K +1,005 +11%
IWM
1196
IHT Wealth Management
Illinois
$5.87M -$290K -519 -5%
VR
1197
Vision Retirement
New Jersey
$5.87M +$5.75M +10,290 New
DRS
1198
Deane Retirement Strategies
Louisiana
$5.87M +$3.91K +7 +0.1%
VCM
1199
Violich Capital Management
California
$5.86M +$489K +875 +9%
RCM
1200
RB Capital Management
Nevada
$5.84M +$97.3K +174 +2%
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