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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
751
South Dakota Investment Council
South Dakota
$3.47M – – –
GCM
752
Greenland Capital Management
New York
$3.41M -$6.76M -21,238 -66%
SWA
753
Sax Wealth Advisors
New Jersey
$3.41M -$18.1K -57 -0.5%
SAM
754
Silvercrest Asset Management
New York
$3.39M +$59.2K +186 +2%
RT
755
Rockland Trust
Massachusetts
$3.38M -$25.1K -79 -0.7%
BOS
756
Bank of Stockton
California
$3.37M -$432K -1,358 -11%
SG
757
StoneX Group
New York
$3.37M -$994K -3,125 -23%
IWC
758
Integrated Wealth Concepts
Massachusetts
$3.36M +$2.05M +6,456 +157%
MGP
759
M&G plc
United Kingdom
$3.35M – – –
DF
760
Donoghue Forlines
Massachusetts
$3.35M +$3.35M +10,519 New
CM
761
Caption Management
Oklahoma
$3.34M -$7.48M -23,500 -69%
LSCM
762
Light Street Capital Management
California
$3.34M +$111K +348 +3%
BHWM
763
Bar Harbor Wealth Management
New Hampshire
$3.34M -$163K -512 -5%
PS
764
Principal Securities
Iowa
$3.32M +$338K +1,062 +11%
AF
765
Allworth Financial
California
$3.32M +$228K +716 +7%
TBT
766
Texas Bank & Trust
Texas
$3.28M -$110K -345 -3%
HWMO
767
Heritage Wealth Management (Ohio)
Ohio
$3.28M -$120K -377 -4%
SMTF
768
Sphera Management Technology Funds
Israel
$3.25M +$325K +1,020 +11%
BDS
769
Banco de Sabadell
Florida
$3.24M +$45.2K +142 +1%
SWA
770
Strata Wealth Advisors
Texas
$3.24M -$25.8K -81 -0.8%
FNT
771
First National Trust
Pennsylvania
$3.23M +$10.8K +34 +0.3%
AG
772
Ascent Group
Virginia
$3.22M -$344K -1,081 -10%
SAM
773
Smartleaf Asset Management
Massachusetts
$3.21M +$398K +1,250 +13%
VNA
774
Valley National Advisers
Pennsylvania
$3.19M +$318 +1 +0%
FNB
775
Farmers National Bank
Kentucky
$3.18M +$333K +1,047 +12%
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