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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
976
LCNB Corp
Ohio
$860K – – –
JMFC
977
J.M. Forbes & Co
Massachusetts
$859K -$97.1K -404 -10%
HC
978
Hara Capital
Washington
$849K – – –
CRI
979
Commonwealth Retirement Investments
Virginia
$848K – – –
ES
980
Eagle Strategies
New York
$844K -$89.9K -374 -10%
AM
981
Account Management
Massachusetts
$843K – – –
FLFS
982
Family Legacy Financial Solutions
North Carolina
$841K – – –
OC
983
Oakworth Capital
Alabama
$839K +$8.65K +36 +1%
FCP
984
Fidelis Capital Partners
Florida
$837K -$7.93K -33 -1%
MC
985
Matisse Capital
Oregon
$837K – – –
EWA
986
EverSource Wealth Advisors
Alabama
$833K +$58.9K +245 +8%
AWM
987
Arista Wealth Management
Nevada
$833K – – –
IHL
988
Investment House LLC
California
$828K -$6.49K -27 -0.8%
LS
989
Livforsakringsbolaget Skandia
Sweden
$828K – – –
DAC
990
Dividend Assets Capital
South Carolina
$826K -$84.1K -350 -9%
ALA
991
Atlas Legacy Advisors
California
$823K +$30.8K +128 +4%
CIAS
992
CFS Investment Advisory Services
New Jersey
$821K +$24.3K +101 +3%
WTC
993
WhitTier Trust Company
Nevada
$820K -$4.09K -17 -0.5%
BFM
994
Boothbay Fund Management
New York
$815K +$362K +1,505 +83%
PF
995
Phoenix Financial
Israel
$809K +$109K +454 +16%
HFS
996
Hantz Financial Services
Michigan
$805K +$63.2K +263 +9%
PIA
997
Perennial Investment Advisors
California
$803K -$46.4K -193 -6%
CGPCS
998
Capital Group Private Client Services
California
$802K -$29.1M -120,951 -97%
KFP
999
KMG Fiduciary Partners
Ohio
$799K +$2.16K +9 +0.3%
MC
1000
Moors & Cabot
Massachusetts
$793K -$24.3K -101 -3%
38 39
40
41 42