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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
551
Charter Oak Capital Management
New Hampshire
$3.49M -$29.8K -166 -0.9%
TCWM
552
Total Clarity Wealth Management
Illinois
$3.45M -$462K -2,578 -13%
UAS
553
United Asset Strategies
New York
$3.43M +$3.12M +17,413 New
GH
554
GAM Holding
Switzerland
$3.43M +$50.9K +284 +2%
V
555
Veritable
Delaware
$3.42M +$26.4K +147 +0.9%
CFM
556
Coronation Fund Managers
South Africa
$3.41M -$1.43M -7,991 -32%
LOPW
557
Live Oak Private Wealth
North Carolina
$3.4M +$108K +600 +4%
TCOT
558
Trust Company of Toledo
Ohio
$3.39M -$65.8K -367 -2%
TCM
559
Twin Capital Management
Pennsylvania
$3.38M -$1.37M -7,619 -31%
EFIC
560
Eliot Finkel Investment Counsel
California
$3.38M -$16.1K -90 -0.5%
SC
561
Slow Capital
California
$3.36M +$110K +612 +4%
AIP
562
Ameritas Investment Partners
Nebraska
$3.35M -$6.63K -37 -0.2%
SLI
563
Sumitomo Life Insurance
Japan
$3.33M -$18.5K -103 -0.6%
TI
564
Tidal Investments
Wisconsin
$3.33M +$231K +1,287 +8%
JSC
565
Jackson Square Capital
California
$3.32M -$1.38M -7,687 -31%
API
566
Advisor Partners II
California
$3.31M +$81.8K +456 +3%
BPIM
567
Brant Point Investment Management
New York
$3.28M – – –
PRS
568
Pinkerton Retirement Specialists
Idaho
$3.27M -$64.7K -361 -2%
RMSCM
569
R.M. Sincerbeaux Capital Management
New York
$3.25M – – –
NWM
570
Northcape Wealth Management
New York
$3.24M +$303K +1,691 +11%
DAC
571
Dividend Assets Capital
South Carolina
$3.22M – – –
KAS
572
Kestra Advisory Services
Texas
$3.21M -$2.03M -11,314 -41%
PA
573
Parallel Advisors
California
$3.2M +$114K +638 +4%
FFA
574
First Foundation Advisors
California
$3.2M +$149K +829 +5%
BF
575
BOK Financial
Oklahoma
$3.19M -$821K -4,580 -22%
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