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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1576
Curated Wealth Partners
California
$981K -$14.6K -44 -1%
AL
1577
Aspiriant LLC
California
$980K -$14.6K -44 -1%
ESB
1578
Essex Savings Bank
Connecticut
$980K +$3.98K +12 +0.3%
HI
1579
Harper Investing
California
$980K +$52.4K +158 +5%
GA
1580
GraniteShares Advisors
New York
$980K +$1.14M +3,448 New
ZB
1581
Zions Bancorporation
Utah
$978K -$26.2K -79 -2%
CF
1582
Copperwynd Financial
Arizona
$977K -$52.7K -159 -4%
KTC
1583
Kistler-Tiffany Companies
Pennsylvania
$977K +$22.5K +68 +2%
SI
1584
Scharf Investments
California
$970K -$46.4K -140 -4%
TIA
1585
Trust Investment Advisors
Indiana
$970K +$6.3K +19 +0.6%
FHA
1586
First Horizon Advisors
Tennessee
$969K -$81.5K -246 -7%
SAM
1587
Steinberg Asset Management
New York
$967K – – –
SB
1588
Strategic Blueprint
Georgia
$967K +$31.5K +95 +3%
SWM
1589
Sendero Wealth Management
Texas
$966K +$60.7K +183 +6%
GA
1590
Geller Advisors
New York
$963K +$50.4K +152 +5%
AIC
1591
Archer Investment Corporation
Indiana
$962K – – –
WPW
1592
Warther Private Wealth
Ohio
$960K -$39.8K -120 -3%
WCM
1593
Whitener Capital Management
North Carolina
$956K -$16.6K -50 -1%
BCA
1594
Bray Capital Advisors
Florida
$956K – – –
HFG
1595
Heron Financial Group
New York
$952K +$29.8K +90 +3%
PIA
1596
Pinion Investment Advisors
Kansas
$948K -$228K -689 -17%
NFG
1597
Nations Financial Group
Iowa
$947K -$66.3K -200 -6%
AIC
1598
Ayalon Insurance Company
Israel
$945K -$79.6K -240 -7%
MSFS
1599
Main Street Financial Solutions
Pennsylvania
$931K -$66.6K -201 -6%
MFG
1600
MidWestOne Financial Group
Iowa
$928K +$357K +1,076 +49%
62 63
64
65 66