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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
751
Pennsylvania Capital Management
Pennsylvania
$760K – – –
SIA
752
SkyView Investment Advisors
New Jersey
$760K +$270K +1,712 +49%
RMC
753
Resources Management Corp
Connecticut
$754K +$44.6K +283 +6%
WT
754
Whittier Trust
California
$750K -$14.6K -93 -2%
SFA
755
Semmax Financial Advisors
North Carolina
$745K +$56.4K +358 +9%
MAM
756
Morse Asset Management
Connecticut
$741K -$31.5K -200 -4%
CC
757
Chicago Capital
Illinois
$740K – – –
MPPLM
758
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$738K +$34.6K +220 +5%
DJSG
759
D.J. St. Germain
Massachusetts
$734K – – –
MWA
760
Meridian Wealth Advisors
Texas
$729K +$344K +2,186 +78%
MFS
761
Mirabella Financial Services
United Kingdom
$726K -$4.2M -26,707 -84%
LI
762
LMCG Investments
Massachusetts
$717K -$17.3K -110 -2%
HG
763
Harbor Group
New Hampshire
$713K – – –
CFCI
764
Comprehensive Financial Consultants Institutional
Indiana
$711K -$1.57K -10 -0.2%
LIM
765
Leavell Investment Management
Alabama
$711K +$12.6K +80 +2%
FFM
766
Forum Financial Management
Illinois
$705K -$171K -1,086 -18%
DADC
767
D.A. Davidson & Co
Montana
$704K +$189K +1,203 +33%
SFG
768
SevenBridge Financial Group
Pennsylvania
$701K -$18.4K -117 -2%
LGA
769
Lebenthal Global Advisors
New York
$698K +$57.6K +366 +8%
HKAM
770
Horizon Kinetics Asset Management
New York
$694K -$7.87K -50 -1%
VEA
771
Virtus ETF Advisers
New York
$693K +$747K +4,744 New
B
772
Barings
North Carolina
$686K -$233K -1,480 -24%
KLC
773
Knowledge Leaders Capital
Colorado
$686K -$81.2K -516 -10%
STC
774
Sarah T. Connolly
$686K – – –
JAM
775
Jupiter Asset Management
United Kingdom
$686K +$437K +2,773 +144%
29 30
31
32 33