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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
651
Thoroughbred Financial Services
Tennessee
$2.02M -$27.1K -152 -1%
CIP
652
Chartwell Investment Partners
Pennsylvania
$2.02M +$203K +1,134 +13%
LF
653
Lantz Financial
Illinois
$2.01M +$50K +280 +3%
SCA
654
Snowden Capital Advisors
New York
$2.01M +$53.8K +301 +3%
GSWM
655
Greenup Street Wealth Management
Michigan
$2M +$1.8M +10,088 New
LFM
656
LGT Fund Management
Liechtenstein
$2M +$357K +2,000 +25%
NIM
657
Needham Investment Management
New York
$1.99M – – –
GVAG
658
Great Valley Advisor Group
Delaware
$1.98M +$169K +946 +10%
EAM
659
EFG Asset Management
Oregon
$1.98M +$913K +5,112 +106%
TI
660
TrueMark Investments
Illinois
$1.97M +$1.77M +9,939 New
SWA
661
Stratos Wealth Advisors
Ohio
$1.97M +$97.7K +547 +6%
LA
662
Lifeworks Advisors
Michigan
$1.96M +$548K +3,068 +45%
HA
663
Harfst & Associates
Wyoming
$1.95M +$3.39K +19 +0.2%
BWM
664
BKM Wealth Management
Wisconsin
$1.94M +$1.74M +9,765 New
BRWA
665
B. Riley Wealth Advisors
Florida
$1.93M -$338K -1,893 -16%
CCM
666
Candelo Capital Management
New York
$1.92M +$1.73M +9,666 New
AAS
667
Avantax Advisory Services
Texas
$1.91M +$121K +675 +8%
FI
668
Fosun International
China
$1.9M -$201K -1,127 -11%
ECM
669
Estabrook Capital Management
New York
$1.89M – – –
HBT
670
Hills Bank & Trust
Iowa
$1.88M -$6.07K -34 -0.4%
FFA
671
Fairfield Financial Advisors
Massachusetts
$1.87M +$112K +629 +7%
CA
672
Clearstead Advisors
Ohio
$1.87M -$170K -950 -9%
SIA
673
Schechter Investment Advisors
Michigan
$1.87M -$145K -814 -8%
SAM
674
Silvercrest Asset Management
New York
$1.86M +$40K +224 +2%
BB
675
Bell Bank
North Dakota
$1.86M -$159K -893 -9%
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