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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Claro Advisors
Massachusetts
$850K +$39.6K +221 +5%
CAS
852
Coppell Advisory Solutions
Texas
$848K -$108K -603 -12%
CASC
853
Coppell Advisory Solutions Corp
Texas
$848K -$108K -603 -12%
BAM
854
Belpointe Asset Management
Nevada
$847K -$474K -2,646 -38%
PTC
855
Private Trust Company
Ohio
$847K +$83.5K +466 +12%
CG
856
Colony Group
Massachusetts
$842K -$1.63M -9,092 -68%
HI
857
HBK Investments
Texas
$840K +$763K +4,257 New
SP
858
Symmetry Partners
Connecticut
$838K +$195K +1,088 +34%
LOAMS
859
Lombard Odier Asset Management (Switzerland)
Switzerland
$838K +$80.3K +448 +12%
RIA
860
Realta Investment Advisors
Delaware
$832K +$113K +632 +18%
RC
861
Reik & Co
New York
$824K -$33.7K -188 -4%
RFC
862
Regions Financial Corp
Alabama
$819K +$51.6K +288 +7%
SIA
863
SkyView Investment Advisors
New Jersey
$813K +$20.4K +114 +3%
CA
864
Continuum Advisory
Idaho
$811K -$20.4K -114 -3%
OWA
865
Outlook Wealth Advisors
Texas
$811K +$6.28K +35 +0.9%
HSA
866
HBK Sorce Advisory
Pennsylvania
$810K -$741K -4,133 -50%
GAM
867
Garrison Asset Management
Arkansas
$803K -$10.4K -58 -1%
WEG
868
World Equity Group
Illinois
$801K +$910K +5,078 +70%
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$800K -$18.5K -103 -2%
SB
870
Simmons Bank
Arkansas
$799K -$32.4K -181 -4%
PFT
871
Providence First Trust
Arizona
$794K +$722K +4,025 New
MG
872
Mather Group
Illinois
$791K -$32.3K -180 -4%
GFA
873
Gifford Fong Associates
California
$789K – – –
LFM
874
Lumina Fund Management
New York
$789K – – –
VSAM
875
Value Star Asset Management
Hong Kong
$789K +$717K +4,000 New
33 34
35
36 37