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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2226
Matisse Capital
Oregon
$566K +$1.21K +3 +0.2%
SPWM
2227
Spartan Planning & Wealth Management
North Carolina
$566K +$56.2K +140 +12%
SC
2228
Skylands Capital
Wisconsin
$565K – – –
TSWM
2229
Triangle Securities Wealth Management
North Carolina
$565K – – –
MA
2230
MCF Advisors
Kentucky
$565K +$62.3K +155 +13%
RP
2231
Riverwater Partners
Wisconsin
$561K -$17.3K -43 -3%
MC
2232
Machina Capital
France
$560K +$528K +1,314 New
TA
2233
Townsend & Associates
Colorado
$559K -$4.82K -12 -0.9%
CCP
2234
Cassia Capital Partners
North Carolina
$558K +$27.3K +68 +5%
MSCM
2235
McElhenny Sheffield Capital Management
Texas
$557K -$23.3K -58 -4%
NWA
2236
New World Advisors
Massachusetts
$557K +$2.81K +7 +0.5%
S
2237
Sunpointe
Missouri
$557K +$524K +1,305 New
FAG
2238
Fortitude Advisory Group
Washington
$556K -$3.21K -8 -0.6%
NSB
2239
Norway Savings Bank
Maine
$555K -$16.1K -40 -3%
PAM
2240
Paradigm Asset Management
New York
$554K – – –
NB
2241
Northwest Bancshares
Pennsylvania
$553K -$16.9K -42 -3%
FSC
2242
Full Sail Capital
Oklahoma
$553K -$10K -25 -2%
LF
2243
LifeSteps Financial
California
$553K -$9.24K -23 -2%
JFG
2244
JMG Financial Group
Illinois
$553K – – –
VCP
2245
Verus Capital Partners
Arizona
$550K +$803 +2 +0.2%
AP
2246
Arlington Partners
Alabama
$550K -$418K -1,041 -45%
BWAM
2247
Boyd Watterson Asset Management
Ohio
$549K – – –
TCG
2248
Tremblant Capital Group
Florida
$548K +$97.2K +242 +23%
KFI
2249
Key Financial Inc
Pennsylvania
$546K – – –
CAI
2250
Capital Advisors Inc
Oklahoma
$546K +$16.5K +41 +3%
88 89
90
91 92