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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
926
Wealthcare Advisory Partners
Pennsylvania
$545K -$28.2K -153 -5%
RC
927
Reik & Co
New York
$545K -$197K -1,067 -26%
CIAS
928
CFS Investment Advisory Services
New Jersey
$544K +$573K +3,106 New
LFA
929
Legacy Financial Advisors
Kentucky
$542K -$30.2K -164 -5%
KFSC
930
Keystone Financial Services (Colorado)
Colorado
$539K +$2.58K +14 +0.5%
TYCC
931
Texas Yale Capital Corp
Florida
$538K -$15.9K -86 -3%
EVM
932
Evelyn V. Moreno
$536K +$564K +3,060 New
CIM
933
Contravisory Investment Management
Massachusetts
$535K -$12.9K -70 -2%
CM
934
Capula Management
Cayman Islands
$532K +$560K +3,037 New
WTC
935
WhitTier Trust Company
Nevada
$530K -$553 -3 -0.1%
ECM
936
Evergreen Capital Management
Washington
$527K +$15.9K +86 +3%
GSC
937
Ground Swell Capital
South Carolina
$527K +$555K +3,009 New
VAS
938
Vestmark Advisory Solutions
Massachusetts
$526K -$2.4M -13,004 -81%
SACTSONJ
939
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$525K – – –
TGAM
940
TBH Global Asset Management
Tennessee
$525K – – –
BCM
941
Boltwood Capital Management
California
$523K +$69.5K +377 +14%
ICG
942
InterOcean Capital Group
Tennessee
$522K -$114K -616 -17%
OC
943
Oakworth Capital
Alabama
$520K -$10.3K -56 -2%
PWLP
944
Prio Wealth Limited Partnership
Massachusetts
$515K +$114K +616 +26%
WPW
945
Waldron Private Wealth
Pennsylvania
$515K -$82.6K -448 -13%
FAFN
946
First Affirmative Financial Network
Colorado
$515K +$304K +1,649 +128%
SIM
947
Sentry Investment Management
Wisconsin
$510K -$93.9K -509 -15%
TC
948
TownSquare Capital
Utah
$508K +$242K +1,313 +83%
SW
949
SteelPeak Wealth
California
$505K -$6.47M -35,093 -92%
ORAM
950
One River Asset Management
Connecticut
$503K +$249K +1,348 +90%
36 37
38
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