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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
1276
Blue Square Asset Management
New York
$2.01M +$337K +1,038 +21%
PCS
1277
Personal CFO Solutions
New Jersey
$2M +$30.9K +95 +2%
DBRC
1278
D.B. Root & Company
Pennsylvania
$1.99M -$382K -1,174 -17%
LSAG
1279
Lake Street Advisors Group
New Hampshire
$1.99M -$22.1K -68 -1%
EWM
1280
Elmwood Wealth Management
California
$1.99M – – –
HI
1281
HBK Investments
Texas
$1.98M +$1.91M +5,863 New
SB
1282
Simmons Bank
Arkansas
$1.98M -$218K -671 -10%
BWM
1283
BNC Wealth Management
Oregon
$1.97M +$1.9M +5,834 New
ARMT
1284
Amica Retiree Medical Trust
Rhode Island
$1.97M – – –
KLI
1285
Kelman-Lazarov Inc
Tennessee
$1.96M -$406K -1,249 -18%
IIM
1286
Intact Investment Management
Quebec, Canada
$1.96M +$228K +700 +14%
ACS
1287
Archford Capital Strategies
Illinois
$1.96M -$265K -815 -12%
GFP
1288
Gryphon Financial Partners
Ohio
$1.96M +$153K +472 +9%
PA
1289
Paragon Advisors
Texas
$1.95M -$87.1K -268 -4%
CMANY
1290
Capital Management Associates (New York)
New York
$1.95M -$11.4K -35 -0.6%
WPW
1291
Waldron Private Wealth
Pennsylvania
$1.93M +$160K +491 +9%
GCA
1292
Genesee Capital Advisors
New York
$1.93M -$38.4K -118 -2%
EFSCE
1293
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M -$14K -43 -0.7%
HCM
1294
Howland Capital Management
Massachusetts
$1.93M – – –
EFEM
1295
Eos Focused Equity Management
New York
$1.91M -$492K -1,513 -21%
IPW
1296
Inlet Private Wealth
Florida
$1.91M – – –
FPS
1297
Fieldpoint Private Securities
Connecticut
$1.91M -$20.5K -63 -1%
CLOS
1298
Compagnie Lombard Odier SCmA
Switzerland
$1.9M +$963K +2,963 +111%
LNB
1299
Ledyard National Bank
$1.9M +$51.4K +158 +3%
BDF
1300
Balasa Dinverno & Foltz
$1.9M +$46.8K +144 +3%
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