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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPPAM
826
Summit Partners Public Asset Management
Massachusetts
$1.9M -$754K -3,000 -30%
GWA
827
Gratus Wealth Advisors
Virginia
$1.9M -$106K -422 -6%
SP
828
Stonebrook Private
Michigan
$1.87M -$2.99M -11,910 -63%
WANY
829
Wealthspire Advisors (New York)
New York
$1.87M +$403K +1,604 +30%
FRA
830
Frank Rimerman Advisors
California
$1.86M +$55.3K +220 +3%
HAG
831
HF Advisory Group
Maryland
$1.86M +$82.4K +328 +5%
TSS
832
Two Sigma Securities
New York
$1.85M +$1.71M +6,819 New
SFFS
833
Stonehage Fleming Financial Services
Jersey
$1.84M +$714K +2,842 +72%
RWP
834
RWA Wealth Partners
Massachusetts
$1.83M +$85.4K +340 +5%
MCA
835
Magnolia Capital Advisors
Mississippi
$1.82M -$30.7K -122 -2%
VFA
836
Valeo Financial Advisors
Indiana
$1.82M +$262K +1,043 +18%
GAA
837
Green Alpha Advisors
Colorado
$1.81M +$5.53K +22 +0.3%
SIA
838
Soltis Investment Advisors
Utah
$1.8M +$40.5K +161 +2%
COI
839
Connable Office Inc
Michigan
$1.79M – – –
TGCMU
840
Titan Global Capital Management USA
New York
$1.79M +$297K +1,182 +22%
TFS
841
Thoroughbred Financial Services
Tennessee
$1.78M +$61.3K +244 +4%
GM
842
GeoWealth Management
Illinois
$1.76M +$60.5K +241 +4%
BP
843
BNP Paribas
France
$1.74M +$923K +3,672 +133%
CPR
844
CSU Producer Resources
Ohio
$1.74M – – –
DIP
845
DT Investment Partners
Pennsylvania
$1.73M +$52K +207 +3%
BFP
846
Briaud Financial Planning
Texas
$1.72M -$41K -163 -3%
CWA
847
Crux Wealth Advisors
California
$1.72M -$23.6K -94 -1%
CT
848
Caldwell Trust
Florida
$1.72M +$32.9K +131 +2%
WI
849
Wealth Intelligence
Georgia
$1.71M +$1.58M +6,291 New
UAML
850
US Asset Management LLC
Pennsylvania
$1.71M -$14.1K -56 -0.9%
32 33
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35 36