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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1576
Certuity
Florida
$1.15M +$277K +795 +33%
SS
1577
Simplicity Solutions
Minnesota
$1.15M -$23.8M -68,223 -95%
SWM
1578
Segment Wealth Management
Texas
$1.15M +$118K +337 +12%
SIA
1579
SeaBridge Investment Advisors
New Jersey
$1.14M +$42.9K +123 +4%
CF
1580
Copperwynd Financial
Arizona
$1.14M +$12.2K +35 +1%
OFW
1581
Omnia Family Wealth
Florida
$1.13M -$8.37K -24 -0.7%
PFG
1582
PAX Financial Group
Texas
$1.13M +$181K +520 +20%
PIG
1583
Pantheon Investment Group
California
$1.13M +$53.7K +154 +5%
FNBSF
1584
First National Bank Sioux Falls
South Dakota
$1.13M – – –
YIH
1585
Y-Intercept (HK)
Hong Kong
$1.13M +$1.1M +3,156 New
PMFA
1586
Plante Moran Financial Advisors
Michigan
$1.13M +$320K +918 +41%
GLA
1587
Good Life Advisors
Pennsylvania
$1.13M +$14.7K +42 +1%
WAP
1588
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$674K +1,933 +158%
MA
1589
Mutual Advisors
Nebraska
$1.12M +$113K +323 +11%
KIA
1590
KCM Investment Advisors
California
$1.12M +$202K +579 +23%
RWI
1591
Red Wave Investments
Pennsylvania
$1.11M +$4.54K +13 +0.4%
BAM
1592
Belpointe Asset Management
Nevada
$1.11M -$185K -529 -15%
EI
1593
Ellevest Inc
New York
$1.1M -$75.4K -216 -7%
IDBONY
1594
Israel Discount Bank of New York
New York
$1.1M +$165K +473 +18%
SBSB
1595
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.1M +$3.84K +11 +0.4%
CANC
1596
Culbertson A N & Co
Virginia
$1.09M +$15.7K +45 +1%
HT
1597
Heritage Trust
Oklahoma
$1.09M -$79.2K -227 -7%
MC
1598
Middleton & Co
Massachusetts
$1.09M -$17.4K -50 -2%
MRCM
1599
M&R Capital Management
New Jersey
$1.08M -$169K -484 -14%
OFS
1600
Orrstown Financial Services
Pennsylvania
$1.08M -$14K -40 -1%
62 63
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65 66