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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1226
Private Wealth Partners
California
$3.09M – – –
PBT
1227
Pictet Bank & Trust
Bahamas
$3.09M – – –
FIM
1228
Freedom Investment Management
Connecticut
$3.08M -$2.7M -6,722 -46%
RCAG
1229
Rehmann Capital Advisory Group
Michigan
$3.07M -$41.3K -103 -1%
HFRG
1230
Houlihan Financial Resource Group
Virginia
$3.07M -$90.8M -226,184 -97%
FFA
1231
Fairfield Financial Advisors
Massachusetts
$3.07M +$11.6K +29 +0.4%
ILI
1232
Invesco LLC (Illinois)
Illinois
$3.06M +$20.9K +52 +0.7%
RAM
1233
Redmond Asset Management
Virginia
$3.06M -$14K -35 -0.5%
CST
1234
Charles Schwab Trust
Nevada
$3.06M +$1.4M +3,500 +83%
OMC
1235
Overbrook Management Corp
New York
$3.04M -$493K -1,227 -14%
APGDR
1236
Absoluto Partners Gestao de Recursos
Brazil
$3.03M -$366K -912 -11%
ATPW
1237
Ashton Thomas Private Wealth
Arizona
$3.02M +$138K +345 +5%
IAS
1238
Insigneo Advisory Services
Florida
$3.02M +$412K +1,026 +16%
MSS
1239
Mitchell Sinkler & Starr
Pennsylvania
$3.02M +$799K +1,990 +35%
PL
1240
Perpetual Ltd
Australia
$3.02M -$484K -1,205 -14%
HSA
1241
HBK Sorce Advisory
Pennsylvania
$3.02M -$72.7K -181 -2%
OSNBOA
1242
Old Second National Bank of Aurora
Illinois
$3.01M -$1.14M -2,839 -27%
TCM
1243
Twin Capital Management
Pennsylvania
$3.01M -$231K -575 -7%
STC
1244
Sarah T. Connolly
$2.99M -$86.3K -215 -3%
FFA
1245
Fortune Financial Advisors
Kansas
$2.98M -$32.1K -80 -1%
WCAMG
1246
Woodard & Company Asset Management Group
North Carolina
$2.97M -$49K -122 -2%
WPW
1247
Waldron Private Wealth
Pennsylvania
$2.97M -$34.9K -87 -1%
KA
1248
Klingman & Associates
New York
$2.97M +$24.9K +62 +0.8%
BEC
1249
Blue Edge Capital
Virginia
$2.96M -$19.7K -49 -0.7%
FBT
1250
First Bank & Trust
South Dakota
$2.95M -$27.3K -68 -0.9%
48 49
50
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