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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
826
Dynamic Advisor Solutions
Arizona
$1.22M +$54.2K +251 +4%
CPWA
827
Cerro Pacific Wealth Advisors
California
$1.22M -$15.1K -70 -1%
CT
828
Caldwell Trust
Florida
$1.22M +$98.8K +457 +8%
MWA
829
Meridian Wealth Advisors
Texas
$1.21M -$82.3K -381 -6%
CFO
830
Callan Family Office
Pennsylvania
$1.21M -$325K -1,506 -20%
DWT
831
Dorsey & Whitney Trust
South Dakota
$1.21M +$48.2K +223 +4%
TGCMU
832
Titan Global Capital Management USA
New York
$1.21M -$30.5K -141 -2%
BCCM
833
Bridge Creek Capital Management
Massachusetts
$1.2M -$40K -185 -3%
ORC
834
O'Rourke & Company
Massachusetts
$1.2M +$260K +1,205 +25%
BAM
835
Berkshire Asset Management
Pennsylvania
$1.2M +$323K +1,496 +34%
HFO
836
Heritage Family Offices
Arizona
$1.17M -$838K -3,878 -40%
CWA
837
Crux Wealth Advisors
California
$1.17M +$165K +763 +15%
AFG
838
Atomi Financial Group
New York
$1.17M +$225K +1,040 +22%
EWM
839
Evercore Wealth Management
New York
$1.16M – – –
AI
840
AXS Investments
New York
$1.16M -$157K -726 -11%
TAM
841
Trust Asset Management
Texas
$1.16M -$29.2K -135 -2%
BIG
842
Brooklyn Investment Group
New York
$1.15M +$265K +1,226 +27%
LC
843
Lindbrook Capital
California
$1.15M +$96.4K +446 +9%
AA
844
ALPS Advisors
Colorado
$1.15M +$13K +60 +1%
SIA
845
Soltis Investment Advisors
Utah
$1.14M -$17.5K -81 -1%
LCM
846
Landscape Capital Management
New Jersey
$1.14M +$389K +1,801 +47%
CT
847
Coastline Trust
Rhode Island
$1.14M -$54.9K -254 -4%
HAG
848
HF Advisory Group
Maryland
$1.14M +$198K +917 +19%
PA
849
PFW Advisors
Georgia
$1.14M +$3.89K +18 +0.3%
TTIC
850
Tower Trust & Investment Company
Iowa
$1.14M +$1.26M +5,824 New
32 33
34
35 36