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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1376
S.A. Mason
Michigan
$1.79M -$14.5K -44 -0.8%
OIA
1377
OneDigital Investment Advisors
Kansas
$1.79M +$171K +518 +11%
RCM
1378
Riverpark Capital Management
New York
$1.78M -$2.85M -8,659 -63%
CCM
1379
Cox Capital Management
Massachusetts
$1.78M +$75.7K +230 +5%
FUBT
1380
First United Bank & Trust
Maryland
$1.77M – – –
TW
1381
Transform Wealth
Colorado
$1.77M +$72.4K +220 +5%
EWS
1382
Evergreen Wealth Solutions
Pennsylvania
$1.77M +$30K +91 +2%
CHA
1383
Carmichael Hill & Associates
Maryland
$1.76M -$32.9K -100 -2%
FMLI
1384
Fukoku Mutual Life Insurance
Japan
$1.76M -$29.6K -90 -2%
PFT
1385
Providence First Trust
Arizona
$1.76M -$4.61K -14 -0.3%
MCM
1386
Manchester Capital Management
Vermont
$1.76M +$721K +2,189 +76%
BW
1387
Bison Wealth
Georgia
$1.75M +$14.8K +45 +1%
MTC
1388
McDaniel Terry & Co
Texas
$1.75M – – –
GPA
1389
Garrison Point Advisors
California
$1.75M -$3.29K -10 -0.2%
BLAM
1390
Bourne Lent Asset Management
New York
$1.74M – – –
NHC
1391
Nicholas Hoffman & Company
Georgia
$1.74M +$987 +3 +0.1%
BFG
1392
Beacon Financial Group
Texas
$1.73M +$59.9K +182 +4%
SFCL
1393
Strengthening Families & Communities LLC
Massachusetts
$1.73M +$39.8K +121 +2%
BWP
1394
BSW Wealth Partners
Colorado
$1.73M +$156K +474 +11%
DRS
1395
Deane Retirement Strategies
Louisiana
$1.73M +$1.64M +4,975 New
SSWM
1396
Strait & Sound Wealth Management
California
$1.72M +$1.51M +4,590 New
AP
1397
Appleton Partners
Massachusetts
$1.72M -$49.4K -150 -3%
FAIM
1398
Financial Advocates Investment Management
Washington
$1.72M +$152K +463 +10%
CLOS
1399
Compagnie Lombard Odier SCmA
Switzerland
$1.71M +$58.9K +179 +4%
RWP
1400
Revolve Wealth Partners
New Jersey
$1.71M -$3.62K -11 -0.2%
54 55
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57 58