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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2226
Lantz Financial
Illinois
$644K +$124K +267 +26%
CAM
2227
Cidel Asset Management
Ontario, Canada
$642K +$14.4K +31 +2%
PHWM
2228
Pine Harbor Wealth Management
Maryland
$642K -$94.4K -203 -14%
FWA
2229
FSM Wealth Advisors
Ohio
$641K +$69.3K +149 +13%
NWA
2230
New World Advisors
Massachusetts
$640K -$29.3K -63 -5%
PP
2231
Paloma Partners
Connecticut
$639K +$271K +583 +82%
FWP
2232
Firethorn Wealth Partners
Georgia
$638K -$10.2K -22 -2%
CT
2233
Colonial Trust
South Carolina
$637K +$243K +522 +68%
MCWA
2234
Meadow Creek Wealth Advisors
Georgia
$635K +$107K +231 +22%
CAM
2235
Claret Asset Management
Quebec, Canada
$635K -$3.72K -8 -0.6%
WCM
2236
Wedge Capital Management
North Carolina
$635K -$2.33K -5 -0.4%
MW
2237
MBL Wealth
North Carolina
$634K -$4.65K -10 -0.8%
BSTWA
2238
Blake Schutter Theil Wealth Advisors
Ohio
$634K +$597K +1,284 New
DM
2239
Deerfield Management
New York
$632K +$595K +1,280 New
EWM
2240
Evermay Wealth Management
Virginia
$632K – – –
TNA
2241
True North Advisors
Texas
$630K -$67.4K -145 -10%
ACP
2242
Aveo Capital Partners
Colorado
$630K +$127K +273 +27%
GL
2243
Gerber LLC
Ohio
$630K – – –
BAM
2244
Berkshire Asset Management
Pennsylvania
$630K – – –
SAM
2245
Summit Asset Management
Tennessee
$625K +$11.6K +25 +2%
CIS
2246
Custom Index Systems
New York
$624K -$3.72K -8 -0.6%
AIM
2247
Aigen Investment Management
New York
$622K -$251K -540 -30%
SFS
2248
Symphony Financial Services
Ohio
$622K +$15.8K +34 +3%
SWM
2249
Sterling Wealth Management
Illinois
$622K +$585K +1,259 New
TWM
2250
Trueblood Wealth Management
Ohio
$619K -$2.79K -6 -0.5%
88 89
90
91 92