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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
751
Clarius Group LLC
Washington
$553K +$7.21K +45 +1%
LAM
752
LifePro Asset Management
California
$549K +$641 +4 +0.1%
BPA
753
Beacon Pointe Advisors
California
$549K +$511K +3,188 New
KPW
754
Kore Private Wealth
New York
$547K -$27.6K -172 -5%
TYCC
755
Texas Yale Capital Corp
Florida
$544K -$25.6K -160 -5%
MMA
756
Miracle Mile Advisors
California
$544K – – –
BHBT
757
Burke & Herbert Bank & Trust
Virginia
$539K – – –
BOM
758
Bank of Marin
California
$535K – – –
IC
759
Intersect Capital
California
$532K +$4.17K +26 +0.8%
FTC
760
Farmers Trust Company
Ohio
$520K -$4.65K -29 -1%
SWM
761
Spire Wealth Management
Virginia
$518K -$25K -156 -5%
PCAP
762
Pratt Collard Advisory Partners
New York
$517K – – –
SIP
763
Scott Investment Partners
United Kingdom
$516K – – –
SACTSONJ
764
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$516K – – –
BAM
765
Berkshire Asset Management
Pennsylvania
$513K -$4.17K -26 -0.9%
CSPIA
766
Cary Street Partners Investment Advisory
Virginia
$511K +$385K +2,401 +421%
AFG
767
Affinia Financial Group
Massachusetts
$510K – – –
IP
768
Investment Partners
Ohio
$510K +$1.92K +12 +0.4%
PCM
769
Parsons Capital Management
Rhode Island
$507K +$12.8K +80 +3%
NAMM
770
NorthStar Asset Management (Massachusetts)
Massachusetts
$506K -$49.7K -310 -10%
OA
771
Oxbow Advisors
Texas
$506K +$6.41K +40 +1%
EI
772
Ethic Inc
New York
$502K -$29.2K -182 -6%
JMFC
773
J.M. Forbes & Co
Massachusetts
$500K +$96.4K +602 +26%
RA
774
RFG Advisory
Alabama
$496K -$273K -1,703 -37%
MC
775
Moors & Cabot
Massachusetts
$496K -$8.17K -51 -2%
29 30
31
32 33