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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1576
Altman Advisors
Illinois
$1.5M +$1.52M +3,787 New
RIA
1577
Richwood Investment Advisors
Ohio
$1.5M +$1.61K +4 +0.1%
IGGA
1578
Iron Gate Global Advisors
Utah
$1.5M -$401 -1 -0%
YIA
1579
YHB Investment Advisors
Connecticut
$1.49M +$24.5K +61 +2%
HI
1580
Handelsinvest Investeringsforvaltning
Denmark
$1.49M – – –
LFA
1581
Legacy Financial Advisors
Kentucky
$1.49M +$109K +271 +8%
SB
1582
Strategic Blueprint
Georgia
$1.49M +$64.6K +161 +4%
CCG
1583
Ceeto Capital Group
Florida
$1.49M – – –
HS
1584
HighVista Strategies
Massachusetts
$1.48M -$201K -500 -12%
KIA
1585
KCM Investment Advisors
California
$1.48M -$266K -662 -15%
BMCM
1586
Burns Matteson Capital Management
New York
$1.48M -$11.6K -29 -0.8%
CC
1587
Copperleaf Capital
North Carolina
$1.48M -$189K -472 -11%
CWP
1588
Curated Wealth Partners
California
$1.48M +$103K +256 +7%
MFGM
1589
Marshall Financial Group (Maryland)
Maryland
$1.47M -$1.2K -3 -0.1%
FAM
1590
Formidable Asset Management
Ohio
$1.47M -$24.1K -60 -2%
AIC
1591
Archer Investment Corporation
Indiana
$1.47M +$15.7K +39 +1%
BDA
1592
Borer Denton & Associates
Pennsylvania
$1.46M – – –
ESB
1593
Essex Savings Bank
Connecticut
$1.45M -$32.5K -81 -2%
LC
1594
Lavaca Capital
Texas
$1.45M +$541K +1,349 +59%
MRCM
1595
M&R Capital Management
New Jersey
$1.44M +$11.6K +29 +0.8%
RMDI
1596
R.M. Davis Inc
Maine
$1.44M -$126K -315 -8%
WIC
1597
Woodmont Investment Counsel
Tennessee
$1.44M – – –
MSFS
1598
Main Street Financial Solutions
Pennsylvania
$1.44M +$75.9K +189 +5%
CFO
1599
CVA Family Office
Colorado
$1.43M +$54.2K +135 +4%
BFA
1600
Beaumont Financial Advisors
Massachusetts
$1.42M +$36.9K +92 +3%
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