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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
776
RWA Wealth Partners
Massachusetts
$1.62M -$1.47M -6,780 -46%
VWM
777
Venturi Wealth Management
Texas
$1.61M +$105K +487 +7%
OIA
778
OneDigital Investment Advisors
Kansas
$1.6M +$152K +702 +10%
FC
779
FORA Capital
Florida
$1.59M -$418K -1,935 -20%
MCM
780
MAI Capital Management
Ohio
$1.59M -$14K -65 -0.8%
UF
781
Univest Financial
Pennsylvania
$1.59M +$83.9K +388 +5%
BFG
782
Beacon Financial Group
Texas
$1.57M +$21.6K +100 +1%
CP
783
CenterBook Partners
Connecticut
$1.55M +$1.66M +7,703 New
GWA
784
Gratus Wealth Advisors
Virginia
$1.52M -$66.6K -308 -4%
GAA
785
Green Alpha Advisors
Colorado
$1.52M +$445K +2,061 +38%
JCM
786
Janney Capital Management
Pennsylvania
$1.52M -$67.6K -313 -4%
GS
787
GTS Securities
Florida
$1.51M -$3.75M -17,375 -70%
BPIM
788
Brant Point Investment Management
New York
$1.51M -$21.4K -99 -1%
VA
789
Valmark Advisers
Ohio
$1.51M -$17.7K -82 -1%
SM
790
STF Management
Texas
$1.5M -$3.24K -15 -0.2%
AG
791
AIA Group
Hong Kong
$1.5M +$164K +758 +11%
BC
792
Bowman & Company
Wisconsin
$1.5M +$318K +1,471 +25%
NWMG
793
Nicholson Wealth Management Group
South Carolina
$1.5M +$15.1K +70 +1%
LAI
794
Legal Advantage Investments
California
$1.47M – – –
LFAS
795
Level Four Advisory Services
Texas
$1.47M +$10.2K +47 +0.7%
DADC
796
D.A. Davidson & Co
Montana
$1.45M +$161K +743 +11%
PAM
797
Pinpoint Asset Management
Hong Kong
$1.45M +$1.56M +7,200 New
NB
798
Nicolet Bankshares
Wisconsin
$1.45M -$161K -744 -9%
PBK
799
Peoples Bank (Kansas)
Kansas
$1.39M -$9.72K -45 -0.6%
CNBT
800
Canandaigua National Bank & Trust
New York
$1.36M -$57.9K -268 -4%
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