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MAS

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
901
Valley National Advisers
Pennsylvania
$407 +$349 +5 New
SWA
902
SOA Wealth Advisors
New York
$357 – – –
SA
903
Seneschal Advisors
Washington
$326 – – –
MWM
904
Mosley Wealth Management
California
$325 +$279 +4 New
M
905
MOTCO
Texas
$325 +$279 +4 New
QWM
906
Quaker Wealth Management
New Jersey
$245 +$209 +3 New
CIAM
907
Caitong International Asset Management
Hong Kong
$244 -$767 -11 -79%
RJA
908
Ross\Johnson & Associates
Minnesota
$244 – – –
T
909
Tidemark
California
$244 – – –
PS
910
Planning Strategies
Pennsylvania
$244 +$209 +3 New
AWM
911
Abound Wealth Management
Tennessee
$163 -$2.09K -30 -94%
SS
912
SBI Securities
Japan
$163 -$907 -13 -87%
MCA
913
Maryland Capital Advisors
Maryland
$163 +$140 +2 New
RS
914
Rakuten Securities
Japan
$81 – – –
SWIM
915
Smallwood Wealth Investment Management
New Jersey
$39 – – –
VNIM
916
Vaughan Nelson Investment Management
Texas
– -$38.4M -635,320 Closed
PTPFOECYE
917
PBU - The Pension Fund of Early Childhood & Youth Educators
– -$8.15M -134,966 Closed
QCM
918
Qsemble Capital Management
New York
– -$7.97M -132,003 Closed
TAF
919
Tredje AP-fonden
Sweden
– -$5.13M -84,969 Closed
ACM
920
Aquatic Capital Management
Illinois
– -$4.13M -68,465 Closed
EP
921
Edgestream Partners
New Jersey
– -$3.04M -50,410 Closed
FGP
922
Freestone Grove Partners
California
– -$2.19M -36,285 Closed
HP
923
Havemeyer Place
Connecticut
– -$2.1M -34,804 Closed
TC
924
TwinBeech Capital
New York
– -$1.98M -32,855 Closed
DM
925
Diversified Management
Wisconsin
– -$1.94M -32,163 Closed
35 36
37
38 39