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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
851
Asset Management Group
Connecticut
$515K +$2.85K +18 +0.5%
LWAM
852
Legacy Wealth Asset Management
Minnesota
$511K -$366K -2,315 -39%
HWM
853
HB Wealth Management
Georgia
$511K -$317K -2,004 -35%
APC
854
Aspire Private Capital
North Carolina
$509K -$110K -696 -16%
LC
855
LCNB Corp
Ohio
$507K +$2.53K +16 +0.4%
RIA
856
Realta Investment Advisors
Delaware
$504K +$88.4K +559 +18%
MCM
857
MAI Capital Management
Ohio
$497K +$153K +965 +37%
PGA
858
Portland Global Advisors
Maine
$489K -$498K -3,150 -47%
ACIM
859
Azimuth Capital Investment Management
Michigan
$487K – – –
KFP
860
KMG Fiduciary Partners
Ohio
$486K -$14.4K -91 -3%
MC
861
Moors & Cabot
Massachusetts
$486K +$3.95K +25 +0.7%
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$486K +$6.48K +41 +1%
LNC
863
Lincoln National Corp
Pennsylvania
$486K +$106K +669 +24%
RA
864
RFG Advisory
Alabama
$485K +$9.65K +61 +2%
CA
865
Clearstead Advisors
Ohio
$476K +$3.16K +20 +0.6%
CWM
866
Circle Wealth Management
New Jersey
$475K -$11.2K -71 -2%
SIP
867
Stoneridge Investment Partners
Pennsylvania
$474K – – –
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$471K – – –
IWA
869
IVC Wealth Advisors
Pennsylvania
$470K -$2.37K -15 -0.4%
MCCP
870
Mission Creek Capital Partners
California
$467K – – –
ZIG
871
Zullo Investment Group
Pennsylvania
$466K -$16.1K -102 -3%
BFO
872
Biltmore Family Office
North Carolina
$463K +$126K +798 +32%
CPO
873
Cerity Partners OCIO
New York
$459K +$37.6K +238 +8%
TWP
874
Tempus Wealth Planning
California
$458K +$520K +3,288 New
CA
875
Claro Advisors
Massachusetts
$457K – – –
33 34
35
36 37