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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
626
R.M. Sincerbeaux Capital Management
New York
$2.85M +$19.9K +92 +0.7%
FBFS
627
First Business Financial Services
Wisconsin
$2.85M +$200K +924 +7%
APWM
628
Argonautica Private Wealth Management
Massachusetts
$2.85M +$29.8K +138 +1%
DWP
629
Daymark Wealth Partners
Ohio
$2.84M -$2.08M -9,619 -41%
HAG
630
HighPoint Advisor Group
Illinois
$2.82M +$66.3K +307 +2%
SCA
631
Stonebridge Capital Advisors
Minnesota
$2.81M -$8K -37 -0.3%
BCM
632
Brookmont Capital Management
Texas
$2.81M -$173K -799 -5%
CWM
633
Cordatus Wealth Management
Pennsylvania
$2.81M -$11.7K -54 -0.4%
IA
634
IFG Advisory
Georgia
$2.8M +$190K +879 +7%
WDA
635
Wendell David Associates
New Hampshire
$2.79M -$64.8K -300 -2%
CA
636
Commerzbank Aktiengesellschaft
Germany
$2.78M +$377K +1,746 +14%
FTWA
637
Fifth Third Wealth Advisors
Ohio
$2.76M +$945K +4,371 +47%
PRS
638
Pinkerton Retirement Specialists
Idaho
$2.76M -$160K -741 -5%
ST
639
Sabal Trust
Florida
$2.75M +$332K +1,537 +13%
SDIC
640
South Dakota Investment Council
South Dakota
$2.73M -$461K -2,131 -14%
SWA
641
Strata Wealth Advisors
Texas
$2.72M -$196K -907 -6%
PFPT
642
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.72M +$1.97M +9,100 +208%
CIA
643
Choate Investment Advisors
Massachusetts
$2.71M -$18.2K -84 -0.6%
NIA
644
NIA Impact Advisors
California
$2.68M -$29.2K -135 -1%
SG
645
StoneX Group
New York
$2.68M -$48.8K -226 -2%
NSB
646
Norway Savings Bank
Maine
$2.67M +$17.9K +83 +0.6%
BP
647
Ballentine Partners
Massachusetts
$2.66M +$75K +347 +3%
ATPW
648
Ashton Thomas Private Wealth
Arizona
$2.64M +$2.27M +10,505 +408%
BMWM
649
Brown Miller Wealth Management
Virginia
$2.62M +$483K +2,234 +21%
OIAM
650
OFI Invest Asset Management
France
$2.62M +$286K +1,323 +10%
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