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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1351
Allworth Financial
California
$1.63M +$14.3K +44 +0.9%
DWM
1352
Doyle Wealth Management
Florida
$1.63M +$24.1K +74 +2%
PWP
1353
Principle Wealth Partners
Connecticut
$1.62M -$5.2K -16 -0.3%
SAM
1354
Sompo Asset Management
Japan
$1.61M +$140K +430 +10%
FMII
1355
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$2.28K -7 -0.1%
JCM
1356
Jacobi Capital Management
Pennsylvania
$1.59M -$270K -829 -15%
MSS
1357
Mitchell Sinkler & Starr
Pennsylvania
$1.59M +$35.8K +110 +2%
PIC
1358
PCJ Investment Counsel
Ontario, Canada
$1.59M -$585K -1,800 -28%
DA
1359
Duality Advisers
Florida
$1.58M -$2.32M -7,148 -60%
FWM
1360
Foresight Wealth Management
Utah
$1.58M +$145K +446 +11%
IWS
1361
Insight Wealth Strategies
California
$1.58M +$446K +1,371 +42%
RIA
1362
Realta Investment Advisors
Delaware
$1.57M -$373K -1,146 -20%
CIA
1363
Choate Investment Advisors
Massachusetts
$1.57M – – –
SAM
1364
S.A. Mason
Michigan
$1.57M – – –
ECM
1365
Evergreen Capital Management
Washington
$1.57M +$115K +353 +8%
WB
1366
Webster Bank
Connecticut
$1.56M +$429K +1,319 +40%
CCM
1367
Chilton Capital Management
Texas
$1.55M – – –
TP
1368
Tranquility Partners
Tennessee
$1.55M +$146K +450 +11%
MMA
1369
Miracle Mile Advisors
California
$1.55M -$1.7M -5,231 -53%
VIA
1370
Vident Investment Advisory
Georgia
$1.54M +$117K +359 +9%
PCM
1371
Penserra Capital Management
California
$1.54M +$265K +814 +22%
FAB
1372
First American Bank
Illinois
$1.53M -$21.8K -67 -1%
IAS
1373
IMA Advisory Services
Colorado
$1.53M +$50.4K +155 +4%
MWVC
1374
Morgens Waterfall Vintiadis & Co
New York
$1.52M +$488K +1,500 +50%
TAM
1375
Trust Asset Management
Texas
$1.52M +$650K +1,999 +80%
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