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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1451
Essex Financial Services
Connecticut
$1.44M -$66.1K -192 -4%
5L
1452
55I LLC
Massachusetts
$1.43M -$543K -1,577 -26%
PP
1453
Patron Partners
Texas
$1.43M -$4.13K -12 -0.3%
EH
1454
Equitable Holdings
New York
$1.42M +$186K +539 +14%
SNB
1455
Security National Bank
Nebraska
$1.42M – – –
SIA
1456
SeaBridge Investment Advisors
New Jersey
$1.41M +$168K +488 +12%
GA
1457
GoalVest Advisory
New York
$1.41M +$16.5K +48 +1%
SC
1458
Sierra Capital
Florida
$1.4M -$69.9K -203 -4%
SMC
1459
Smith, Moore & Co
Missouri
$1.4M +$3.79K +11 +0.2%
WIC
1460
Woodmont Investment Counsel
Tennessee
$1.39M +$410K +1,190 +37%
SCI
1461
S&CO Inc
Massachusetts
$1.39M +$4.82K +14 +0.3%
V
1462
VeraBank
Texas
$1.39M +$7.23K +21 +0.5%
CCMG
1463
Clark Capital Management Group
Pennsylvania
$1.39M -$19.6K -57 -1%
PA
1464
PFG Advisors
Arizona
$1.38M -$267K -775 -15%
TCA
1465
Transcend Capital Advisors
New Jersey
$1.38M +$78.2K +227 +5%
MA
1466
Mutual Advisors
Nebraska
$1.38M -$141K -409 -9%
BFS
1467
Bard Financial Services
Connecticut
$1.38M – – –
PCA
1468
Pallas Capital Advisors
Massachusetts
$1.38M -$367K -1,066 -21%
WG
1469
Winton Group
United Kingdom
$1.37M +$1.5M +4,354 New
MFGM
1470
Marshall Financial Group (Maryland)
Maryland
$1.37M -$186K -541 -11%
VWA
1471
Visionary Wealth Advisors
Illinois
$1.37M -$69.6K -202 -4%
WAP
1472
Wealthcare Advisory Partners
Pennsylvania
$1.36M +$69.2K +201 +5%
RWI
1473
Red Wave Investments
Pennsylvania
$1.36M -$92.3K -268 -6%
FFM
1474
Forum Financial Management
Illinois
$1.36M +$320K +928 +27%
UCB
1475
United Community Bank
South Carolina
$1.36M +$53.4K +155 +4%
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