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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1676
Mayflower Financial Advisors
Massachusetts
$1.01M -$110K -306 -10%
EI
1677
Ellevest Inc
New York
$1M +$79.1K +220 +9%
MPPW
1678
Mitchell & Pahl Private Wealth
Oklahoma
$1M -$34.2K -95 -3%
BCM
1679
Breiter Capital Management
Florida
$998K -$3.6K -10 -0.4%
FHA
1680
First Horizon Advisors
Tennessee
$997K -$383K -1,066 -28%
SW
1681
SteelPeak Wealth
California
$995K -$318K -884 -24%
CA
1682
CGN Advisors
Kansas
$995K +$120K +334 +14%
RSWM
1683
Robertson Stephens Wealth Management
California
$993K -$126K -351 -11%
BHTS
1684
Bar Harbor Trust Services
Maine
$993K +$26.2K +73 +3%
SWM
1685
Sendero Wealth Management
Texas
$992K -$12.9K -36 -1%
SFS
1686
Stiles Financial Services
Minnesota
$990K +$5.39K +15 +0.5%
BWM
1687
Buckley Wealth Management
Nevada
$990K +$18K +50 +2%
MFG
1688
MidWestOne Financial Group
Iowa
$989K -$73.7K -205 -7%
DA
1689
DSC Advisors
Illinois
$989K -$38.5K -107 -4%
PCM
1690
Pointe Capital Management
Michigan
$985K – – –
VWM
1691
Venturi Wealth Management
Texas
$985K +$116K +323 +13%
CT
1692
Clearstead Trust
Maine
$984K – – –
GWS
1693
Glassman Wealth Services
Virginia
$982K +$645K +1,793 +188%
VAM
1694
Vienna Asset Management
California
$979K -$442K -1,230 -31%
RMC
1695
Resources Management Corp
Connecticut
$979K -$21.9K -61 -2%
APP
1696
Avantax Planning Partners
Iowa
$979K +$78K +217 +9%
TCOT
1697
Trust Company of Toledo
Ohio
$972K -$34.9K -97 -3%
SDWMA
1698
Schneider Downs Wealth Management Advisors
Pennsylvania
$971K +$24.4K +68 +3%
LWAM
1699
Legacy Wealth Asset Management
Minnesota
$968K +$30.9K +86 +3%
C1AG
1700
Client 1st Advisory Group
Florida
$967K +$293K +816 +43%
66 67
68
69 70