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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1351
Cohen Capital Management
California
$3.71M +$37.4K +71 +1%
PA
1352
Profund Advisors
Maryland
$3.68M -$949K -1,801 -20%
PWAM
1353
Papamarkou Wellner Asset Management
New York
$3.68M +$204K +388 +6%
SWM
1354
Segment Wealth Management
Texas
$3.68M +$134K +255 +4%
C
1355
Certuity
Florida
$3.67M +$241K +457 +7%
TY
1356
Titiun Yejiel
$3.67M +$2.08M +3,955 +117%
SWM
1357
Sandro Wealth Management
New Jersey
$3.66M +$328K +623 +9%
NAAA
1358
New Age Alpha Advisors
New York
$3.66M -$4.14M -7,864 -52%
AG
1359
AlTi Global
New York
$3.65M -$1.38M -2,625 -26%
ST
1360
Spinnaker Trust
Maine
$3.64M -$10.5K -20 -0.3%
BPW
1361
BlueDoor Private Wealth
Massachusetts
$3.63M +$169K +321 +5%
FBT
1362
First Bank & Trust
South Dakota
$3.63M -$246K -467 -6%
MA
1363
Modus Advisors
Minnesota
$3.62M +$145K +276 +4%
NW
1364
Naviter Wealth
Arkansas
$3.62M +$199K +377 +5%
EWA
1365
EverSource Wealth Advisors
Alabama
$3.61M +$509K +967 +15%
HCM
1366
Howland Capital Management
Massachusetts
$3.6M +$21.1K +40 +0.6%
JCM
1367
Jacobi Capital Management
Pennsylvania
$3.59M +$52.7K +100 +1%
SC
1368
Sawyer & Company
Massachusetts
$3.59M +$42.1K +80 +1%
SI
1369
Sava Infond
Slovenia
$3.58M -$1.07M -2,040 -22%
STAS
1370
Strong Tower Advisory Services
Minnesota
$3.57M +$184K +350 +5%
FISPB
1371
Fideuram - Intesa Sanpaolo Private Banking
$3.56M +$1.16M +2,200 +45%
ST
1372
Smithfield Trust
Pennsylvania
$3.56M +$50.6K +96 +1%
KWA
1373
Kingswood Wealth Advisors
California
$3.55M -$169K -321 -4%
TP
1374
Tranquility Partners
Tennessee
$3.54M -$44.8K -85 -1%
IWA
1375
Inspirion Wealth Advisors
Illinois
$3.54M -$437K -829 -10%
53 54
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56 57