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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
926
Aureus Asset Management
Massachusetts
$451K +$22K +136 +5%
GWM
927
Geneos Wealth Management
Colorado
$448K +$53.8K +332 +14%
TCB
928
Texas Capital Bancshares
Texas
$446K – – –
COF
929
Capital One Financial
Virginia
$442K -$105K -648 -20%
PCM
930
Parsons Capital Management
Rhode Island
$442K -$34.8K -215 -7%
ESCM
931
Echo Street Capital Management
New York
$441K -$918K -5,667 -68%
LSPW
932
Lake Street Private Wealth
Illinois
$441K +$17.8K +110 +4%
PA
933
Probity Advisors
Texas
$440K -$101K -626 -19%
KFP
934
KB Financial Partners
New Jersey
$440K +$41.8K +258 +11%
FBT
935
First Bankers Trust
Kentucky
$439K +$40.3K +249 +10%
ACM
936
Argent Capital Management
Missouri
$437K – – –
BAM
937
Belpointe Asset Management
Nevada
$435K +$31.9K +197 +8%
PI
938
PineBridge Investments
New York
$428K -$2.57M -15,866 -86%
IIC
939
Integrated Investment Consultants
Michigan
$428K +$22.2K +137 +6%
SFS
940
Stiles Financial Services
Minnesota
$422K +$23.8K +147 +6%
IMOV
941
Investment Management of Virginia
Virginia
$421K -$32.4K -200 -7%
CG
942
Caprock Group
Idaho
$420K +$18.3K +113 +5%
TNBTD
943
Trustmark National Bank Trust Department
Mississippi
$419K -$29.2K -180 -7%
PT
944
Plimoth Trust
Massachusetts
$418K -$3.4K -21 -0.8%
HT
945
Heritage Trust
Oklahoma
$416K -$12K -74 -3%
BFA
946
Brendel Financial Advisors
New Hampshire
$415K – – –
GLA
947
Good Life Advisors
Pennsylvania
$414K -$11.2K -69 -3%
ACI
948
Alpha Cubed Investments
California
$413K -$9.56K -59 -2%
YWP
949
YorkBridge Wealth Partners
New York
$412K – – –
AF
950
Allworth Financial
California
$412K +$32.7K +202 +9%
36 37
38
39 40