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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Dakota Wealth Management
Florida
$2.15M +$15.8K +76 +0.8%
AIM
727
Aigen Investment Management
New York
$2.14M +$1.88M +9,006 New
AF
728
Allworth Financial
California
$2.14M +$140K +670 +8%
MP
729
McDonald Partners
Ohio
$2.12M +$48.9K +235 +3%
VFA
730
Voya Financial Advisors
Connecticut
$2.08M +$19.8K +95 +1%
BF
731
BOK Financial
Oklahoma
$2.08M +$705K +3,387 +63%
UF
732
Univest Financial
Pennsylvania
$2.07M +$173K +830 +11%
MC
733
Machina Capital
France
$2.05M -$1.2M -5,779 -40%
PVI
734
Pine Valley Investments
New Jersey
$2.03M +$3.33K +16 +0.2%
BOC
735
Barbara Oil Co
Illinois
$2.02M – – –
GAM
736
Groupama Asset Management
France
$2.01M +$1.77M +8,497 New
LWAM
737
Legacy Wealth Asset Management
Minnesota
$2.01M +$17.9K +86 +1%
AWA
738
Arkadios Wealth Advisors
Georgia
$2.01M +$69.3K +333 +4%
DDC
739
DF Dent & Co
Maryland
$2M +$20K +96 +1%
WB
740
WesBanco Bank
West Virginia
$2M +$20.8K +100 +1%
CCC
741
Cincinnati Casualty Company
Ohio
$1.99M – – –
FBT
742
First Bankers Trust
Kentucky
$1.97M +$10.4K +50 +0.6%
TWM
743
Trueblood Wealth Management
Ohio
$1.95M -$341K -1,639 -17%
CAM
744
Carret Asset Management
New York
$1.95M -$26K -125 -2%
FFA
745
Farther Finance Advisors
California
$1.94M +$1.04M +5,009 +159%
EWA
746
Exencial Wealth Advisors
Oklahoma
$1.93M +$651K +3,125 +63%
BHWM
747
Bar Harbor Wealth Management
New Hampshire
$1.92M +$1.3M +6,259 +348%
CSP
748
Cary Street Partners
Virginia
$1.92M -$146K -703 -8%
PFSC
749
Peoples Financial Services Corp
Pennsylvania
$1.91M -$225K -1,079 -12%
SSI
750
Scott & Selber Inc
Texas
$1.9M +$1.67M +7,999 New
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