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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Seelaus Asset Management
New Jersey
$418K +$419K +2,495 New
PAMG
927
Patton Albertson Miller Group
Tennessee
$417K +$417K +2,487 New
CG
928
Caprock Group
Idaho
$416K +$87.9K +524 +27%
SIM
929
Sonora Investment Management
Arizona
$416K +$330K +1,965 +378%
AAM
930
Aureus Asset Management
Massachusetts
$415K +$1.17K +7 +0.3%
BFO
931
Biltmore Family Office
North Carolina
$412K +$412K +2,459 New
MLL
932
Moody Lynn & Lieberson
Massachusetts
$411K +$21K +125 +5%
SPC
933
Stewart & Patten Company
California
$410K – – –
BEI
934
Benjamin Edwards Inc
Missouri
$407K -$168K -1,003 -29%
IIC
935
Integrated Investment Consultants
Michigan
$407K +$10.2K +61 +3%
EI
936
Ellevest Inc
New York
$407K +$408K +2,432 New
OTPPB
937
Ontario Teachers' Pension Plan Board
Ontario, Canada
$406K +$406K +2,423 New
WPW
938
Waldron Private Wealth
Pennsylvania
$405K +$406K +2,422 New
WSCM
939
Wellington Shields Capital Management
New York
$402K – – –
UC
940
Unio Capital
New Jersey
$402K +$403K +2,400 New
RWA
941
Ropes Wealth Advisors
Massachusetts
$401K -$4.03K -24 -1%
GWM
942
Geneos Wealth Management
Colorado
$393K +$63.7K +380 +19%
IB
943
Intrust Bank
Kansas
$392K +$17.1K +102 +5%
FWM
944
Frontier Wealth Management
Missouri
$389K – – –
MWM
945
Mission Wealth Management
California
$389K +$62.1K +370 +19%
NAM
946
NTV Asset Management
West Virginia
$389K +$390K +2,323 New
LNC
947
Lincoln National Corp
Pennsylvania
$388K +$39.6K +236 +11%
AGM
948
Alpine Global Management
New York
$387K +$388K +2,313 New
AWM
949
Aberdeen Wealth Management
Illinois
$385K +$385K +2,297 New
SCM
950
Stonehearth Capital Management
Massachusetts
$384K -$1.51K -9 -0.4%
36 37
38
39 40