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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
601
First Business Financial Services
Wisconsin
$2.81M +$90K +407 +3%
MAS
602
Meeder Advisory Services
Ohio
$2.81M -$27.6K -125 -0.9%
PAS
603
Park Avenue Securities
New York
$2.79M +$124K +563 +4%
NSB
604
Norway Savings Bank
Maine
$2.79M -$4.2K -19 -0.1%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$2.79M -$228K -1,031 -7%
IA
606
IFG Advisory
Georgia
$2.76M +$79.4K +359 +3%
BP
607
Ballentine Partners
Massachusetts
$2.73M -$32.7K -148 -1%
AWS
608
Atria Wealth Solutions
New York
$2.73M +$9.51K +43 +0.3%
TPM
609
Totem Point Management
New York
$2.73M -$7.28M -32,950 -72%
PAG
610
Private Advisory Group
Washington
$2.72M -$13.5K -61 -0.5%
CA
611
Clearstead Advisors
Ohio
$2.72M -$29.4K -133 -1%
FRA
612
Front Row Advisors
California
$2.71M -$21K -95 -0.7%
WJWM
613
Williams Jones Wealth Management
New York
$2.71M +$6.19K +28 +0.2%
HCM
614
Hutner Capital Management
Vermont
$2.7M -$2.21K -10 -0.1%
AIC
615
Argus Investors Counsel
New York
$2.69M -$57.3K -259 -2%
WI
616
Wahed Invest
New York
$2.66M +$110K +496 +4%
WOC
617
West Oak Capital
California
$2.66M +$12.2K +55 +0.4%
PA
618
PFG Advisors
Arizona
$2.65M -$67K -303 -2%
CC
619
Capital Counsel
New York
$2.62M -$25.4K -115 -0.9%
HA
620
Harfst & Associates
Wyoming
$2.62M +$26.7K +121 +1%
TSMHT
621
Thurston Springer Miller Herd & Titak
Indiana
$2.61M +$967K +4,372 +55%
OIAM
622
OFI Invest Asset Management
France
$2.61M +$2.81M +12,699 New
GH
623
GAM Holding
Switzerland
$2.6M -$88.6K -401 -3%
GT
624
Greenleaf Trust
Michigan
$2.6M +$15K +68 +0.6%
CIS
625
Capital International Sarl
California
$2.59M -$130K -587 -5%
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