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Analog Devices
ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
801
Trifecta Capital Advisors
Illinois
$830K +$790K +5,061 New
GCP
802
Garda Capital Partners
Minnesota
$830K +$789K +5,057 New
MC
803
Montag & Caldwell
Georgia
$829K -$6.17M -39,514 -89%
BHPW
804
Beverly Hills Private Wealth
California
$828K +$788K +5,048 New
OTPPB
805
Ontario Teachers' Pension Plan Board
Ontario, Canada
$825K -$131K -837 -14%
MWA
806
Meridian Wealth Advisors
Texas
$819K – – –
FFM
807
Forum Financial Management
Illinois
$818K -$240K -1,540 -24%
CAS
808
Coppell Advisory Solutions
Texas
$815K +$776K +4,969 New
CASC
809
Coppell Advisory Solutions Corp
Texas
$815K +$776K +4,969 New
SA
810
SRN Advisors
Pennsylvania
$814K -$26.7K -171 -3%
HPC
811
HM Payson & Co
Maine
$812K -$73.2K -469 -9%
BWM
812
Baron Wealth Management
Michigan
$810K +$771K +4,939 New
SIA
813
Strategic Investment Advisors
Michigan
$807K +$133K +855 +21%
LI
814
LMCG Investments
Massachusetts
$801K -$4.06K -26 -0.5%
HG
815
Harbor Group
New Hampshire
$801K – – –
LIM
816
Leavell Investment Management
Alabama
$798K – – –
TCA
817
Transcend Capital Advisors
New Jersey
$798K -$95.5K -612 -11%
CGL
818
Clarius Group LLC
Washington
$794K +$27.5K +176 +4%
HKAM
819
Horizon Kinetics Asset Management
New York
$786K – – –
NW
820
NewEdge Wealth
Pennsylvania
$779K +$13.9K +89 +2%
JMFC
821
J.M. Forbes & Co
Massachusetts
$771K +$51.4K +329 +8%
QCG
822
Quadrant Capital Group
Ohio
$768K -$24.7K -158 -3%
AWM
823
Axxcess Wealth Management
California
$767K +$730K +4,674 New
TWI
824
Thomas White International
Illinois
$754K – – –
STC
825
Sarah T. Connolly
$747K -$22.6K -145 -3%
31 32
33
34 35