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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1451
Essex Financial Services
Connecticut
$1.3M +$1.99K +6 +0.1%
JCM
1452
Jacobsen Capital Management
Utah
$1.29M -$1.33K -4 -0.1%
WA
1453
Wambolt & Associates
Colorado
$1.28M -$35.5K -107 -2%
IFS
1454
Intelligent Financial Strategies
Minnesota
$1.28M -$52.7K -159 -3%
BWP
1455
BSW Wealth Partners
Colorado
$1.28M -$50.4K -152 -3%
SNB
1456
Security National Bank
Nebraska
$1.28M -$2.32K -7 -0.2%
PA
1457
PFG Advisors
Arizona
$1.28M +$36.1K +109 +2%
MYIA
1458
Mount Yale Investment Advisors
Colorado
$1.27M -$26.2K -79 -2%
LA
1459
LVW Advisors
New York
$1.27M -$237K -714 -14%
SMC
1460
Smith, Moore & Co
Missouri
$1.27M +$7.96K +24 +0.5%
WA
1461
Wealth Alliance
New York
$1.27M +$157K +474 +12%
KLI
1462
Kelman-Lazarov Inc
Tennessee
$1.26M -$94.5K -285 -6%
PP
1463
Patron Partners
Texas
$1.26M -$28.2K -85 -2%
TCA
1464
Transcend Capital Advisors
New Jersey
$1.26M +$17.6K +53 +1%
SIA
1465
SeaBridge Investment Advisors
New Jersey
$1.25M -$22.2K -67 -1%
SCI
1466
S&CO Inc
Massachusetts
$1.25M – – –
V
1467
VeraBank
Texas
$1.25M – – –
ARMT
1468
Amica Retiree Medical Trust
Rhode Island
$1.25M -$115K -346 -7%
AIP
1469
Alapocas Investment Partners
Massachusetts
$1.25M +$49.7K +150 +4%
RWI
1470
Red Wave Investments
Pennsylvania
$1.25M +$24.2K +73 +2%
LOAMS
1471
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M -$224K -677 -13%
OIS
1472
Okabena Investment Services
Minnesota
$1.23M -$2.97M -8,967 -67%
AMCA
1473
Arthur M. Cohen & Associates
Illinois
$1.23M +$49.7K +150 +4%
WP
1474
WealthSource Partners
California
$1.22M +$213K +643 +18%
PCA
1475
Pallas Capital Advisors
Massachusetts
$1.22M -$18.2K -55 -1%
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