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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
651
TownSquare Capital
Utah
$2.58M -$106K -490 -4%
CWMK
652
Caliber Wealth Management (Kansas)
Kansas
$2.55M +$2.74M +12,668 New
SSA
653
Schonfeld Strategic Advisors
New York
$2.55M -$2.47M -11,412 -47%
AIC
654
Argus Investors Counsel
New York
$2.55M -$8.43K -39 -0.3%
CA
655
Clearstead Advisors
Ohio
$2.55M -$33.1K -153 -1%
WJWM
656
Williams Jones Wealth Management
New York
$2.54M -$32.4K -150 -1%
AA
657
ABC Arbitrage
France
$2.54M +$2.72M +12,585 New
DWM
658
Darwin Wealth Management
Florida
$2.53M – – –
FRA
659
Frank Rimerman Advisors
California
$2.52M +$1.17M +5,392 +76%
HCM
660
Hutner Capital Management
Vermont
$2.52M -$41.5K -192 -2%
HCM
661
Howard Capital Management
Georgia
$2.52M -$413K -1,911 -13%
BOS
662
Bank of Stockton
California
$2.5M -$195K -903 -7%
GT
663
Greenleaf Trust
Michigan
$2.5M +$30.7K +142 +1%
CC
664
Capital Counsel
New York
$2.49M – – –
FRA
665
Front Row Advisors
California
$2.48M -$97.3K -450 -4%
MGP
666
M&G plc
United Kingdom
$2.48M -$69M -319,050 -96%
ATIA
667
American Trust Investment Advisors
New Hampshire
$2.47M +$91.8K +425 +4%
HLAM
668
Hidden Lake Asset Management
New York
$2.47M +$2.65M +12,250 New
WOC
669
West Oak Capital
California
$2.45M -$82.1K -380 -3%
O
670
Ossiam
France
$2.43M -$1.25M -5,769 -32%
FIM
671
Fruth Investment Management
Texas
$2.43M -$27K -125 -1%
BCFD
672
Boit C.F. David
$2.41M – – –
ICP
673
Impact Capital Partners
Colorado
$2.4M +$72.6K +336 +3%
AWS
674
Atria Wealth Solutions
New York
$2.4M -$209K -969 -8%
BCM
675
Bourgeon Capital Management
Connecticut
$2.39M +$389K +1,800 +18%
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