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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1326
Klingman & Associates
New York
$3.85M -$139K -278 -4%
MC
1327
Machina Capital
France
$3.84M +$3.72M +7,467 New
FFA
1328
Fortune Financial Advisors
Kansas
$3.83M +$373K +749 +11%
PWG
1329
Portside Wealth Group
Utah
$3.81M -$632K -1,267 -15%
SWM
1330
Sandro Wealth Management
New Jersey
$3.81M +$45.9K +92 +1%
AI
1331
Atom Investors
Texas
$3.8M +$3.69M +7,408 New
CCM
1332
Cohen Capital Management
California
$3.8M -$4.99K -10 -0.1%
SCP
1333
Stamos Capital Partners
California
$3.8M +$327K +656 +10%
FAL
1334
Focused Alpha LLC
Colorado
$3.79M -$853K -1,711 -19%
HCM
1335
Howland Capital Management
Massachusetts
$3.79M +$91.7K +184 +3%
RFA
1336
Resurgent Financial Advisors
Georgia
$3.79M +$553K +1,110 +18%
ST
1337
Somerset Trust
Pennsylvania
$3.78M +$3.09M +6,207 +536%
GCP
1338
GSA Capital Partners
United Kingdom
$3.78M +$2.32M +4,656 +172%
BFPW
1339
BOK Financial Private Wealth
Colorado
$3.78M -$236K -473 -6%
IB
1340
Intrust Bank
Kansas
$3.78M -$138K -276 -4%
LCAM
1341
London & Capital Asset Management
United Kingdom
$3.77M -$1.43M -2,861 -28%
TY
1342
Titiun Yejiel
$3.77M – – –
HFRG
1343
Houlihan Financial Resource Group
Virginia
$3.76M -$53.4K -107 -1%
KWM
1344
Keebeck Wealth Management
Illinois
$3.76M +$133K +267 +4%
HSA
1345
HBK Sorce Advisory
Pennsylvania
$3.75M -$38.9K -78 -1%
BPW
1346
BlueDoor Private Wealth
Massachusetts
$3.74M +$1.99K +4 +0.1%
WM
1347
Whitford Management
New York
$3.73M +$138K +277 +4%
LFG
1348
Larson Financial Group
Missouri
$3.72M +$906K +1,818 +33%
AI
1349
AXS Investments
New York
$3.72M +$318K +638 +10%
AIP
1350
Ameritas Investment Partners
Nebraska
$3.71M -$191K -383 -5%
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