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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1201
Morse Asset Management
Connecticut
$5.2M +$408K +788 +9%
RBA
1202
Richard Bernstein Advisors
New York
$5.2M – – –
MCA
1203
Martin Capital Advisors
Texas
$5.2M +$177K +341 +4%
AG
1204
AlTi Global
New York
$5.19M -$187K -361 -4%
MGIA
1205
Moneta Group Investment Advisors
Missouri
$5.19M +$443K +855 +9%
M
1206
Mirova
France
$5.18M -$1.2M -2,324 -19%
PTC
1207
Private Trust Company
Ohio
$5.17M -$663K -1,280 -12%
GIA
1208
Gladstone Institutional Advisory
Florida
$5.16M +$381K +736 +8%
TAM
1209
Trust Asset Management
Texas
$5.14M – – –
SXL
1210
Summit X LLC
Missouri
$5.14M -$122K -236 -2%
CA
1211
Cornerstone Advisory
Maryland
$5.13M -$111K -214 -2%
EMB
1212
Elefante Mark B
$5.11M +$5.02M +9,703 New
WA
1213
Wambolt & Associates
Colorado
$5.1M -$783K -1,512 -13%
IFWM
1214
Institute for Wealth Management
Colorado
$5.08M -$51.3K -99 -1%
CI
1215
CX Institutional
Indiana
$5.07M +$306K +592 +7%
GP
1216
Greenline Partners
New York
$5.07M – – –
PWCM
1217
Processus Wealth & Capital Management
Tennessee
$5.06M -$53.8K -104 -1%
SPC
1218
Sigma Planning Corp
Michigan
$5.04M -$11.9K -23 -0.2%
BO
1219
Bank OZK
Arkansas
$5.04M +$46.1K +89 +0.9%
CCS
1220
Concentric Capital Strategies
Connecticut
$5.04M -$927K -1,791 -16%
PWP
1221
Private Wealth Partners
California
$5.03M +$595K +1,149 +14%
BP
1222
BBR Partners
New York
$5.02M -$54.4K -105 -1%
RCM
1223
RB Capital Management
Nevada
$5.02M +$94.7K +183 +2%
GGS
1224
Galvin Gaustad & Stein
Arizona
$5.02M -$41.9K -81 -0.8%
LS
1225
Leelyn Smith
Illinois
$5.01M -$16K -31 -0.3%
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