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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
901
Horizon Kinetics Asset Management
New York
$1.15M -$12K -50 -1%
BCM
902
Bayesian Capital Management
New York
$1.15M -$192K -800 -15%
BWM
903
Baron Wealth Management
Michigan
$1.15M +$2.65K +11 +0.2%
HPC
904
HM Payson & Co
Maine
$1.14M -$141K -588 -11%
EWA
905
Exencial Wealth Advisors
Oklahoma
$1.14M -$837K -3,480 -43%
TTIC
906
Tower Trust & Investment Company
Iowa
$1.13M -$18.3K -76 -2%
WWM
907
Whalen Wealth Management
Nevada
$1.13M +$852K +3,542 +340%
MT
908
Midwest Trust
Kansas
$1.13M +$161K +669 +17%
HSA
909
HBK Sorce Advisory
Pennsylvania
$1.13M +$14.4K +60 +1%
FHA
910
Flagship Harbor Advisors
Massachusetts
$1.12M -$721 -3 -0.1%
FPF
911
First Pacific Financial
Washington
$1.12M -$20.7K -86 -2%
PCA
912
Pallas Capital Advisors
Massachusetts
$1.11M -$110K -456 -9%
SAG
913
SageView Advisory Group
California
$1.11M +$26.2K +109 +2%
VCA
914
Verdence Capital Advisors
Maryland
$1.1M -$251K -1,043 -19%
FA
915
Faithward Advisors
Pennsylvania
$1.1M -$34.6K -144 -3%
SPA
916
Sherbrooke Park Advisers
New York
$1.09M +$234K +974 +28%
CFIA
917
Cantor Fitzgerald Investment Advisors
New York
$1.09M – – –
KIA
918
Knollwood Investment Advisory
Maryland
$1.09M – – –
CCM
919
Crew Capital Management
Ohio
$1.07M +$14.9K +62 +1%
CAS
920
Coppell Advisory Solutions
Texas
$1.07M -$149K -620 -12%
FA
921
Fiduciary Alliance
South Carolina
$1.07M -$1.92K -8 -0.2%
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07M +$832K +3,461 +382%
VVP
923
Venture Visionary Partners
Ohio
$1.07M +$222K +923 +27%
HFA
924
Hutchinson Financial Advisors
Virginia
$1.06M +$26K +108 +3%
APW
925
Aventura Private Wealth
Florida
$1.06M +$1.68K +7 +0.2%
35 36
37
38 39