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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1001
Sachetta
Massachusetts
$501K +$450K +2,521 New
FCP
1002
Fidelis Capital Partners
Florida
$499K +$119K +667 +36%
WCM
1003
Weaver Capital Management
Georgia
$499K +$448K +2,511 New
NRS
1004
Neville Rodie & Shaw
New York
$498K – – –
PFPT
1005
Pinnacle Financial Partners (Tennessee)
Tennessee
$494K +$37K +207 +9%
BOM
1006
Bank of Marin
California
$487K -$38.4K -215 -8%
SPC
1007
Stewart & Patten Company
California
$486K – – –
CPC
1008
Consolidated Planning Corp
Georgia
$486K -$119K -669 -21%
WMA
1009
West Michigan Advisors
Michigan
$485K -$32.1K -180 -7%
AAM
1010
Aureus Asset Management
Massachusetts
$482K +$30.9K +173 +8%
WP
1011
WealthSource Partners
California
$479K +$12.5K +70 +3%
PIA
1012
Perennial Investment Advisors
California
$475K +$39.1K +219 +10%
FFA
1013
Farther Finance Advisors
California
$471K +$181K +1,014 +75%
OBWP
1014
O'Brien Wealth Partners
Massachusetts
$468K – – –
GWM
1015
GoalFusion Wealth Management
Texas
$467K -$48.2K -270 -10%
RG
1016
Rathbones Group
United Kingdom
$465K – – –
HTC
1017
Haverford Trust Company
Pennsylvania
$463K -$17.3K -97 -4%
ACL
1018
Applied Capital LLC
Florida
$462K +$3.57K +20 +0.9%
TCB
1019
Texas Capital Bancshares
Texas
$461K -$1.07K -6 -0.3%
PA
1020
Probity Advisors
Texas
$461K +$1.43K +8 +0.3%
PA
1021
Procyon Advisors
Connecticut
$460K +$48.6K +272 +13%
FIM
1022
Freedom Investment Management
Connecticut
$459K -$46.4K -260 -10%
BAM
1023
Belpointe Asset Management
Nevada
$458K +$62.1K +348 +18%
GLA
1024
Good Life Advisors
Pennsylvania
$455K -$27.1K -152 -6%
CT
1025
Clearstead Trust
Maine
$454K +$364K +2,037 +815%
39 40
41
42 43