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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSI
751
Scott & Selber Inc
Texas
$1.9M +$1.67M +7,999 New
PFGIA
752
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M +$348K +1,669 +26%
AA
753
ABC Arbitrage
France
$1.89M -$969K -4,655 -37%
FPWM
754
FSB Premier Wealth Management
Iowa
$1.88M +$254K +1,218 +18%
BDLIB
755
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.86M -$2.35M -11,300 -59%
MCM
756
MAI Capital Management
Ohio
$1.85M -$24.4K -117 -1%
OIA
757
OneDigital Investment Advisors
Kansas
$1.84M -$39.8K -191 -2%
SMTF
758
Sphera Management Technology Funds
Israel
$1.83M +$1.6M +7,700 New
NWMG
759
Nicholson Wealth Management Group
South Carolina
$1.82M +$47.3K +227 +3%
JCM
760
Janney Capital Management
Pennsylvania
$1.82M +$26.2K +126 +2%
SM
761
STF Management
Texas
$1.82M +$38.3K +184 +2%
BFG
762
Beacon Financial Group
Texas
$1.81M -$39.6K -190 -2%
IP
763
Interval Partners
New York
$1.81M +$1.58M +7,606 New
VWM
764
Venturi Wealth Management
Texas
$1.81M -$80.4K -386 -5%
MAM
765
Mirabaud Asset Management
United Kingdom
$1.79M +$1.57M +7,538 New
GWA
766
Gratus Wealth Advisors
Virginia
$1.79M -$9.37K -45 -0.6%
VA
767
Valmark Advisers
Ohio
$1.78M -$2.5K -12 -0.2%
DP
768
Dearborn Partners
Illinois
$1.76M +$185K +890 +14%
VT
769
Vise Technologies
New York
$1.75M +$1.54M +7,372 New
LAI
770
Legal Advantage Investments
California
$1.74M – – –
GAA
771
Green Alpha Advisors
Colorado
$1.73M -$57.3K -275 -4%
NW
772
NewEdge Wealth
Pennsylvania
$1.72M -$180K -863 -10%
NB
773
Nicolet Bankshares
Wisconsin
$1.71M +$5.41K +26 +0.4%
SCA
774
Snowden Capital Advisors
New York
$1.71M -$264K -1,269 -15%
WP
775
WealthShield Partners
North Carolina
$1.7M -$609K -2,926 -29%
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