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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
651
TLWM Financial
Texas
$431K -$4.39K -39 -1%
NIM
652
Northeast Investment Management
Massachusetts
$431K – – –
HI
653
Harrington Investments
California
$418K -$225 -2 -0.1%
YWP
654
YorkBridge Wealth Partners
New York
$417K – – –
AMG
655
Asset Management Group
Connecticut
$417K +$1.8K +16 +0.5%
AAP
656
Ardsley Advisory Partners
Connecticut
$416K +$394K +3,500 New
IMOV
657
Investment Management of Virginia
Virginia
$414K -$640K -5,678 -62%
SWM
658
SeaCrest Wealth Management
New York
$411K +$13.7K +122 +4%
SPC
659
Sigma Planning Corp
Michigan
$409K +$1.58K +14 +0.4%
CCA
660
Checchi Capital Advisers
California
$409K +$11.4K +101 +3%
LC
661
LCNB Corp
Ohio
$408K – – –
SFA
662
Semmax Financial Advisors
North Carolina
$406K +$1.8K +16 +0.5%
EA
663
Emerald Advisers
Pennsylvania
$403K -$4.39K -39 -1%
OC
664
Oakworth Capital
Alabama
$402K – – –
CA
665
Clearstead Advisors
Ohio
$397K +$451 +4 +0.1%
SIA
666
Sit Investment Associates
Minnesota
$395K +$93K +825 +33%
PCM
667
Parsons Capital Management
Rhode Island
$391K -$1.35M -12,022 -78%
LC
668
Loews Corp
New York
$389K -$144K -1,275 -28%
CAN
669
Cetera Advisor Networks
California
$389K +$18.8K +167 +5%
KPW
670
Kore Private Wealth
New York
$378K +$7.21K +64 +2%
QT
671
Quantamental Technologies
New York
$375K +$356K +3,157 New
JMFC
672
J.M. Forbes & Co
Massachusetts
$374K – – –
BHBT
673
Burke & Herbert Bank & Trust
Virginia
$372K – – –
PI
674
Putnam Investments
Massachusetts
$370K -$16.8K -149 -5%
MMA
675
Miracle Mile Advisors
California
$369K +$4.17K +37 +1%
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