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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
751
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M +$348K +1,669 +26%
AA
752
ABC Arbitrage
France
$1.89M -$969K -4,655 -37%
FPWM
753
FSB Premier Wealth Management
Iowa
$1.88M +$254K +1,218 +18%
BDLIB
754
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.86M -$2.35M -11,300 -59%
MCM
755
MAI Capital Management
Ohio
$1.85M -$24.4K -117 -1%
OIA
756
OneDigital Investment Advisors
Kansas
$1.84M -$39.8K -191 -2%
SMTF
757
Sphera Management Technology Funds
Israel
$1.83M +$1.6M +7,700 New
NWMG
758
Nicholson Wealth Management Group
South Carolina
$1.82M +$47.3K +227 +3%
JCM
759
Janney Capital Management
Pennsylvania
$1.82M +$26.2K +126 +2%
SM
760
STF Management
Texas
$1.82M +$38.3K +184 +2%
BFG
761
Beacon Financial Group
Texas
$1.81M -$39.6K -190 -2%
IP
762
Interval Partners
New York
$1.81M +$1.58M +7,606 New
VWM
763
Venturi Wealth Management
Texas
$1.81M -$80.4K -386 -5%
MAM
764
Mirabaud Asset Management
United Kingdom
$1.79M +$1.57M +7,538 New
GWA
765
Gratus Wealth Advisors
Virginia
$1.79M -$9.37K -45 -0.6%
VA
766
Valmark Advisers
Ohio
$1.78M -$2.5K -12 -0.2%
DP
767
Dearborn Partners
Illinois
$1.76M +$185K +890 +14%
VT
768
Vise Technologies
New York
$1.75M +$1.54M +7,372 New
LAI
769
Legal Advantage Investments
California
$1.74M – – –
GAA
770
Green Alpha Advisors
Colorado
$1.73M -$57.3K -275 -4%
NW
771
NewEdge Wealth
Pennsylvania
$1.72M -$180K -863 -10%
NB
772
Nicolet Bankshares
Wisconsin
$1.71M +$5.41K +26 +0.4%
SCA
773
Snowden Capital Advisors
New York
$1.71M -$264K -1,269 -15%
WP
774
WealthShield Partners
North Carolina
$1.7M -$609K -2,926 -29%
AAM
775
Advisors Asset Management
Colorado
$1.69M -$251K -1,205 -15%
29 30
31
32 33