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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
726
Little House Capital
Massachusetts
$1.26M +$655K +3,551 +98%
FMAEN1
727
Fund Management at Engine No 1
California
$1.26M -$96.4K -523 -7%
KA
728
Kintegral Advisory
New York
$1.24M -$738 -4 -0.1%
VWMG
729
Virginia Wealth Management Group
Virginia
$1.24M – – –
QI
730
Qtron Investments
Massachusetts
$1.22M -$61.6K -334 -5%
TGCMU
731
Titan Global Capital Management USA
New York
$1.22M +$364K +1,972 +39%
PAM
732
Paradigm Asset Management
New York
$1.21M -$36.9K -200 -3%
BSW
733
Buckingham Strategic Wealth
Missouri
$1.2M +$31.9K +173 +3%
BW
734
Bison Wealth
Georgia
$1.19M +$16.8K +91 +1%
SF
735
Summit Financial
New Jersey
$1.19M +$15.1K +82 +1%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.19M -$317K -1,721 -20%
LA
737
Lifeworks Advisors
Michigan
$1.19M +$182K +985 +17%
CNBT
738
Cornerstone National Bank & Trust
Illinois
$1.18M -$16.8K -91 -1%
DADC
739
D.A. Davidson & Co
Montana
$1.18M +$5.35K +29 +0.4%
PIM
740
Platinum Investment Management
Australia
$1.17M -$118K -639 -9%
DAS
741
Dynamic Advisor Solutions
Arizona
$1.17M +$120K +651 +11%
EWM
742
Evercore Wealth Management
New York
$1.16M -$12K -65 -1%
ST
743
Sabal Trust
Florida
$1.15M +$70.6K +383 +6%
AG
744
Ascent Group
Virginia
$1.14M +$273K +1,480 +28%
SG
745
StoneX Group
New York
$1.14M -$36.7K -199 -3%
ZB
746
Zions Bancorporation
Utah
$1.14M -$25.8K -140 -2%
RFM
747
Royal Fund Management
Florida
$1.13M +$31.5K +171 +3%
DDC
748
DF Dent & Co
Maryland
$1.12M – – –
REMPR
749
Roof Eidam Maycock Peralta (REMP)
California
$1.12M +$89.6K +486 +8%
CPR
750
CSU Producer Resources
Ohio
$1.12M – – –
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