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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
926
Baron Wealth Management
Michigan
$1.28M +$11.6K +46 +1%
CCM
927
Crew Capital Management
Ohio
$1.26M +$63.6K +253 +6%
TSMHT
928
Thurston Springer Miller Herd & Titak
Indiana
$1.25M +$844K +3,361 +269%
IWM
929
Iams Wealth Management
Nebraska
$1.25M -$157K -624 -12%
SAG
930
SageView Advisory Group
California
$1.25M +$24.1K +96 +2%
VCA
931
Verdence Capital Advisors
Maryland
$1.24M +$12.6K +50 +1%
HIMC
932
Heritage Investors Management Corp
Maryland
$1.23M -$62.8K -250 -5%
TCBWMS
933
Texas Capital Bank Wealth Management Services
Texas
$1.23M +$474K +1,886 +71%
MT
934
Midwest Trust
Kansas
$1.23M -$12.8K -51 -1%
CIP
935
Convergence Investment Partners
Florida
$1.22M -$1.81M -7,220 -62%
PCA
936
Pallas Capital Advisors
Massachusetts
$1.22M -$9.55K -38 -0.8%
FA
937
Faithward Advisors
Pennsylvania
$1.21M -$1K -4 -0.1%
MDA
938
Minot DeBlois Advisors
Massachusetts
$1.21M +$61.6K +245 +6%
CPWA
939
Cerro Pacific Wealth Advisors
California
$1.2M -$79.9K -318 -7%
CFIA
940
Cantor Fitzgerald Investment Advisors
New York
$1.2M – – –
1C
941
111 Capital
France
$1.2M -$78.1K -311 -7%
KIA
942
Knollwood Investment Advisory
Maryland
$1.2M – – –
TP
943
TritonPoint Partners
Maryland
$1.2M +$1.11M +4,419 New
OCA
944
OpenArc Corporate Advisory
Georgia
$1.2M +$1.11M +4,408 New
CAS
945
Coppell Advisory Solutions
Texas
$1.19M -$12.8K -51 -1%
FA
946
Fiduciary Alliance
South Carolina
$1.19M +$2.01K +8 +0.2%
AWM
947
Angeles Wealth Management
California
$1.17M +$196K +779 +22%
AWM
948
Avior Wealth Management
Nebraska
$1.17M +$36.9K +147 +4%
FFA
949
Fairfield Financial Advisors
Massachusetts
$1.16M -$144K -574 -12%
MAG
950
Meadowbrook Advisors Group
New Jersey
$1.16M +$1.07M +4,265 New
36 37
38
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