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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
T
951
TNF
Montana
$406K +$648 +4 +0.2%
SPC
952
Stewart & Patten Company
California
$405K – – –
ST
953
Smithfield Trust
Pennsylvania
$405K +$218K +1,344 +121%
DBT
954
Dubuque Bank & Trust
Iowa
$401K -$95.6K -590 -20%
MLL
955
Moody Lynn & Lieberson
Massachusetts
$401K -$5.02K -31 -1%
LSA
956
Leonteq Securities AG
Switzerland
$400K +$50.2K +310 +15%
AWMT
957
AAFMAA Wealth Management & Trust
North Carolina
$400K -$40.5K -250 -9%
JSC
958
Jackson Square Capital
California
$400K -$11K -68 -3%
FWTB
959
First Western Trust Bank
Colorado
$400K +$389K +2,401 New
WP
960
WMS Partners
Maryland
$400K +$392K +2,421 New
WSCM
961
Wellington Shields Capital Management
New York
$396K – – –
SIMG
962
Sonora Investment Management Group
Arizona
$395K – – –
PWLP
963
Prio Wealth Limited Partnership
Massachusetts
$394K – – –
EWA
964
EverSource Wealth Advisors
Alabama
$394K +$47.6K +294 +14%
NL
965
NWAM LLC
Washington
$394K +$148K +914 +62%
MWM
966
Mission Wealth Management
California
$393K -$2.75K -17 -0.7%
SSG
967
Summit Securities Group
New York
$391K -$119K -737 -24%
SAM
968
Seelaus Asset Management
New Jersey
$390K -$98.3K -607 -20%
WA
969
Wealth Alliance
New York
$390K +$24.3K +150 +7%
WI
970
WrapManager Inc
California
$389K +$17.8K +110 +5%
KWM
971
Kolinsky Wealth Management
New Jersey
$388K +$73.2K +452 +24%
RT
972
Rockland Trust
Massachusetts
$388K +$151K +932 +66%
ORC
973
O'Rourke & Company
Massachusetts
$387K +$380K +2,345 New
WFI
974
West Family Investments
California
$386K +$88.8K +548 +31%
BBNA
975
Bremer Bank National Association
Minnesota
$384K -$1.52M -9,358 -80%
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