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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1026
Founders Financial Securities
Maryland
$470K +$457K +2,376 New
OTPPB
1027
Ontario Teachers' Pension Plan Board
Ontario, Canada
$469K +$456K +2,370 New
CA
1028
Commerzbank Aktiengesellschaft
Germany
$466K +$115K +599 +34%
OBWP
1029
O'Brien Wealth Partners
Massachusetts
$465K -$1.15K -6 -0.3%
GWM
1030
GoalFusion Wealth Management
Texas
$465K – – –
FPAS
1031
Focus Partners Advisor Solutions
Missouri
$463K +$450K +2,340 New
CC
1032
Cornerstone Capital
California
$461K -$474K -2,464 -51%
BOM
1033
Bank of Marin
California
$461K -$24K -125 -5%
BC
1034
Burney Company
Virginia
$459K -$1.1M -5,740 -71%
TFA
1035
Tranquilli Financial Advisor
New Jersey
$459K +$18.3K +95 +4%
ACL
1036
Applied Capital LLC
Florida
$456K -$3.85K -20 -0.9%
GLA
1037
Good Life Advisors
Pennsylvania
$456K +$1.92K +10 +0.4%
PA
1038
Procyon Advisors
Connecticut
$455K -$3.65K -19 -0.8%
BFA
1039
Bragg Financial Advisors
North Carolina
$452K +$1.35K +7 +0.3%
SIMG
1040
Sonora Investment Management Group
Arizona
$448K +$10.2K +53 +2%
PGA
1041
Portland Global Advisors
Maine
$447K – – –
SC
1042
Solstein Capital
California
$447K – – –
IPAM
1043
Investment Partners Asset Management
New Jersey
$446K +$14K +73 +3%
9WM
1044
9258 Wealth Management
Ohio
$444K +$1.73K +9 +0.4%
MSA
1045
Marino Stram & Associates
Massachusetts
$444K +$23.5K +122 +6%
AIM
1046
Athena Investment Management
California
$441K +$10.8K +56 +3%
AWM
1047
Aberdeen Wealth Management
Illinois
$441K – – –
PWP
1048
Phillips Wealth Planners
Mississippi
$437K -$20K -104 -4%
ECG
1049
Edge Capital Group
Georgia
$437K -$3.46K -18 -0.8%
IFG
1050
Independent Financial Group
California
$436K -$15.8K -82 -4%
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42
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