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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1501
Manchester Capital Management
Vermont
$1.73M -$22.1K -55 -1%
AP
1502
Appleton Partners
Massachusetts
$1.73M -$161K -401 -8%
AIP
1503
Alapocas Investment Partners
Massachusetts
$1.72M -$1.2K -3 -0.1%
BCM
1504
Barden Capital Management
Texas
$1.72M +$210K +523 +14%
AWM
1505
Angeles Wealth Management
California
$1.72M -$450K -1,122 -21%
KLI
1506
Kelman-Lazarov Inc
Tennessee
$1.71M -$83.1K -207 -5%
ACMA
1507
Arbor Capital Management (Alaska)
Alaska
$1.71M -$9.23K -23 -0.5%
WC
1508
Westhampton Capital
North Carolina
$1.7M +$54.2K +135 +3%
HAI
1509
Hennessy Advisors Inc
California
$1.7M – – –
AMCA
1510
Arthur M. Cohen & Associates
Illinois
$1.7M +$38.1K +95 +2%
FHA
1511
First Horizon Advisors
Tennessee
$1.69M -$38.9K -97 -2%
TCA
1512
Transcend Capital Advisors
New Jersey
$1.69M +$6.82K +17 +0.4%
VWA
1513
V Wealth Advisors
Kansas
$1.69M -$2.03M -5,052 -54%
MYIA
1514
Mount Yale Investment Advisors
Colorado
$1.68M -$13.6K -34 -0.8%
FCP
1515
Fidelis Capital Partners
Florida
$1.68M +$114K +283 +7%
ACM
1516
AUA Capital Management
Pennsylvania
$1.68M +$255K +636 +18%
LC
1517
Lindbrook Capital
California
$1.68M +$130K +325 +8%
WAG
1518
Wallace Advisory Group
California
$1.68M -$15.7K -39 -0.9%
RWB
1519
RMR Wealth Builders
New Jersey
$1.68M +$287K +714 +20%
CIA
1520
Cape Investment Advisory
Georgia
$1.67M +$33.3K +83 +2%
EL
1521
EMFO LLC
Florida
$1.67M – – –
GCM
1522
Genus Capital Management
British Columbia, Canada
$1.66M +$224K +559 +15%
IFS
1523
Intelligent Financial Strategies
Minnesota
$1.66M +$401 +1 +0%
AFCM
1524
Alta Fox Capital Management
Texas
$1.66M +$1.69M +4,200 New
AWM
1525
Ameliora Wealth Management
Switzerland
$1.66M -$195K -485 -10%
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