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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1001
Investment Partners
Ohio
$380K -$364K -2,335 -50%
AAM
1002
Aureus Asset Management
Massachusetts
$375K -$35.9K -230 -9%
MMPW
1003
Mitchell McLeod Pugh & Williams
Alabama
$374K +$3.59K +23 +1%
AWMT
1004
AAFMAA Wealth Management & Trust
North Carolina
$373K -$33.7K -216 -9%
GL
1005
Graypoint LLC
New York
$372K +$35.4K +227 +11%
AAM
1006
Arabesque Asset Management
United Kingdom
$371K -$943K -6,043 -73%
PWP
1007
Principle Wealth Partners
Connecticut
$367K +$62.4K +400 +22%
IB
1008
Intrust Bank
Kansas
$367K -$2.97K -19 -0.8%
AWM
1009
Aberdeen Wealth Management
Illinois
$365K – – –
WHG
1010
Westwood Holdings Group
Texas
$364K +$347K +2,221 New
WI
1011
WrapManager Inc
California
$362K -$8.59K -55 -2%
WAM
1012
Wakefield Asset Management
Colorado
$361K -$1.09K -7 -0.3%
IIC
1013
Integrated Investment Consultants
Michigan
$361K +$11.2K +72 +3%
MA
1014
Mutual Advisors
Nebraska
$359K +$7.34K +47 +2%
CDH
1015
Charles D. Hyman
$358K – – –
EWA
1016
EverSource Wealth Advisors
Alabama
$358K -$962K -6,164 -74%
HFM
1017
Harvest Fund Management
China
$357K +$190K +1,219 +122%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$356K +$79.5K +509 +31%
IWC
1019
Integrated Wealth Concepts
Massachusetts
$355K +$20K +128 +6%
TFA
1020
Tranquilli Financial Advisor
New Jersey
$354K +$82.6K +529 +32%
SC
1021
Solstein Capital
California
$354K – – –
WA
1022
Wealth Alliance
New York
$353K +$67K +429 +25%
NAS
1023
Nicolet Advisory Services
Wisconsin
$353K +$325K +2,079 New
MFG
1024
Merit Financial Group
Georgia
$352K +$335K +2,145 New
FWTB
1025
First Western Trust Bank
Colorado
$352K -$2.5K -16 -0.7%
39 40
41
42 43