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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1626
Barings
North Carolina
$1.33M +$15.3K +38 +1%
RZH
1627
Relyea Zuckerberg Hanson
Connecticut
$1.33M +$13.2K +33 +1%
ISWM
1628
Independent Solutions Wealth Management
New York
$1.33M +$176K +439 +15%
SMA
1629
Sage Mountain Advisors
Georgia
$1.32M +$155K +386 +13%
KFP
1630
KB Financial Partners
New Jersey
$1.32M -$10K -25 -0.7%
CG
1631
Cutler Group
California
$1.31M +$936K +2,331 +235%
WAS
1632
Winch Advisory Services
Wisconsin
$1.31M -$58.2K -145 -4%
CA
1633
Claro Advisors
Massachusetts
$1.31M +$84.7K +211 +7%
BIP
1634
Blueprint Investment Partners
North Carolina
$1.31M +$104K +259 +8%
EFI
1635
EHP Funds Inc
Canada
$1.31M -$1.04M -2,580 -44%
UCB
1636
United Community Bank
South Carolina
$1.3M – – –
PSP
1637
Principal Street Partners
Tennessee
$1.3M -$30.1K -75 -2%
MIA
1638
MainStreet Investment Advisors
Illinois
$1.29M -$173K -432 -12%
BCA
1639
Bay Colony Advisors
Massachusetts
$1.29M -$4.01K -10 -0.3%
BCM
1640
Buckhead Capital Management
Georgia
$1.29M – – –
OBWG
1641
Onyx Bridge Wealth Group
New York
$1.29M +$49K +122 +4%
FNBSF
1642
First National Bank Sioux Falls
South Dakota
$1.29M – – –
MC
1643
Middleton & Co
Massachusetts
$1.29M – – –
RWP
1644
RWA Wealth Partners
Massachusetts
$1.28M +$232K +577 +22%
NP
1645
Nilsine Partners
Colorado
$1.28M +$1.61K +4 +0.1%
CF
1646
Copperwynd Financial
Arizona
$1.28M -$34.1K -85 -3%
4WM
1647
4J Wealth Management
Virginia
$1.28M -$20.1K -50 -2%
CSPIA
1648
Cary Street Partners Investment Advisory
Virginia
$1.28M +$132K +330 +11%
ECG
1649
Edge Capital Group
Georgia
$1.28M -$440K -1,096 -25%
FHC
1650
First Heartland Consultants
Missouri
$1.27M -$138K -344 -10%
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66
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