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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
476
Bogart Wealth LLC
Virginia
$7.09M +$133K +552 +2%
CIG
477
Cullen Investment Group
Louisiana
$7M +$799K +3,322 +13%
SW
478
SVB Wealth
Massachusetts
$6.97M -$580K -2,412 -8%
BEAM
479
Baker Ellis Asset Management
Washington
$6.96M +$664K +2,760 +11%
GITFIT
480
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$6.83M -$601K -2,500 -8%
GWMR
481
GC Wealth Management RIA
Massachusetts
$6.72M +$3.18M +13,230 +94%
IAA
482
Independent Advisor Alliance
North Carolina
$6.67M +$1.62M +6,726 +33%
ST
483
Somerset Trust
Pennsylvania
$6.66M -$6.49K -27 -0.1%
CA
484
Cornerstone Advisors
North Carolina
$6.66M -$2.52M -10,500 -28%
WF
485
Welch & Forbes
Massachusetts
$6.64M +$53.4K +222 +0.8%
NME
486
Notis-McConarty Edward
$6.64M +$25.7K +107 +0.4%
AIP
487
Ameritas Investment Partners
Nebraska
$6.63M -$314K -1,307 -5%
VRS
488
Virginia Retirement Systems
Virginia
$6.46M +$6.32M +26,300 New
PWP
489
Private Wealth Partners
California
$6.4M -$68.5K -285 -1%
MR
490
Munich Reinsurance
$6.39M +$6.25M +25,990 New
BAMF
491
BI Asset Management Fondsmaeglerselskab
Denmark
$6.38M +$538K +2,238 +9%
KAS
492
Kestra Advisory Services
Texas
$6.35M +$1.57M +6,526 +34%
CB
493
Commerce Bank
Missouri
$6.31M -$126K -523 -2%
GCM
494
Genus Capital Management
British Columbia, Canada
$6.29M +$3.24M +13,470 +111%
TW
495
TritonPoint Wealth
Maryland
$6.27M +$1.48M +6,167 +32%
CIA
496
Concurrent Investment Advisors
Florida
$6.23M -$20.4K -85 -0.3%
GIBU
497
Gulf International Bank (UK)
United Kingdom
$6.14M -$89.9K -374 -1%
SCI
498
S&CO Inc
Massachusetts
$6.09M – – –
MSRPS
499
Maryland State Retirement & Pension System
Maryland
$6.08M +$150K +624 +3%
WC
500
Woodstock Corp
Massachusetts
$6.02M +$9.62K +40 +0.2%
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