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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1476
SeaBridge Investment Advisors
New Jersey
$1.45M -$80.3K -244 -6%
LCM
1477
Liberty Capital Management
Michigan
$1.45M -$1.98K -6 -0.1%
DFG
1478
Delta Financial Group
New Jersey
$1.45M +$1.38M +4,178 New
SC
1479
Sierra Capital
Florida
$1.44M – – –
VCM
1480
Violich Capital Management
California
$1.44M – – –
4WM
1481
44 Wealth Management
Oregon
$1.44M +$1.36M +4,142 New
OIS
1482
Okabena Investment Services
Minnesota
$1.44M -$62.5K -190 -4%
BFS
1483
Bard Financial Services
Connecticut
$1.43M – – –
MAM
1484
Mystic Asset Management
Rhode Island
$1.43M – – –
JCM
1485
Jacobsen Capital Management
Utah
$1.43M -$148K -451 -10%
WC
1486
Westhampton Capital
North Carolina
$1.42M +$16.5K +50 +1%
ZB
1487
Zions Bancorporation
Utah
$1.42M +$207K +630 +18%
ACMA
1488
Arbor Capital Management (Alaska)
Alaska
$1.41M -$100K -305 -7%
WTC
1489
WhitTier Trust Company
Nevada
$1.41M +$45.8K +139 +4%
AA
1490
Altman Advisors
Illinois
$1.41M -$70.1K -213 -5%
STAS
1491
Strong Tower Advisory Services
Minnesota
$1.41M +$16.1K +49 +1%
TCA
1492
Transcend Capital Advisors
New Jersey
$1.4M -$134K -407 -9%
NL
1493
NVWM LLC
Pennsylvania
$1.4M -$35.2K -107 -3%
CFA
1494
Cahill Financial Advisors
Minnesota
$1.4M -$32.6K -99 -2%
CCMG
1495
Clark Capital Management Group
Pennsylvania
$1.4M +$567K +1,723 +75%
VWA
1496
Visionary Wealth Advisors
Illinois
$1.39M +$65.8K +200 +5%
TPW
1497
Transatlantique Private Wealth
New York
$1.39M +$276K +838 +26%
CCM
1498
CAAS Capital Management
New York
$1.39M +$1.32M +4,000 New
VT
1499
Vise Technologies
New York
$1.39M +$387K +1,177 +42%
CPO
1500
Cerity Partners OCIO
New York
$1.38M -$38.2K -116 -3%
58 59
60
61 62