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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
1026
Neville Rodie & Shaw
New York
$577K – – –
PPWP
1027
Premier Path Wealth Partners
New Jersey
$577K +$13.3K +59 +2%
AIM
1028
Anchor Investment Management
South Carolina
$572K +$139K +619 +33%
LIP
1029
Lighthouse Investment Partners
Florida
$570K +$558K +2,477 New
HH
1030
Hilltop Holdings
Texas
$570K +$558K +2,475 New
SMA
1031
Sage Mountain Advisors
Georgia
$566K +$107K +474 +24%
PA
1032
Probity Advisors
Texas
$565K -$20.5K -91 -4%
PCS
1033
Personal CFO Solutions
New Jersey
$563K -$19.8K -88 -3%
CGL
1034
Clarius Group LLC
Washington
$559K -$16.9K -75 -3%
SCTC
1035
Sanibel Captiva Trust Company
Florida
$558K +$41.2K +183 +8%
SIA
1036
Sit Investment Associates
Minnesota
$557K – – –
AIA
1037
Alera Investment Advisors
Illinois
$556K -$47.5K -211 -8%
FMWA
1038
Forvis Mazars Wealth Advisors
Missouri
$553K +$54.3K +241 +11%
SIM
1039
Sentry Investment Management
Wisconsin
$553K +$49.3K +219 +10%
BCG
1040
BayBridge Capital Group
California
$553K +$31.8K +141 +6%
FMLI
1041
Fukoku Mutual Life Insurance
Japan
$549K – – –
PCM
1042
Parsons Capital Management
Rhode Island
$547K -$68.9K -306 -11%
SFI
1043
SPC Financial Inc
Maryland
$544K +$532K +2,363 New
RSWM
1044
Robertson Stephens Wealth Management
California
$543K +$532K +2,360 New
NG
1045
Norden Group
Utah
$542K +$15.1K +67 +3%
SIMG
1046
Sonora Investment Management Group
Arizona
$540K +$19.2K +85 +4%
FFS
1047
Founders Financial Securities
Maryland
$540K -$2.03K -9 -0.4%
SIM
1048
Stratos Investment Management
Ohio
$540K -$2.03K -9 -0.4%
WTB
1049
Washington Trust Bank
Washington
$539K – – –
OBWP
1050
O'Brien Wealth Partners
Massachusetts
$539K -$2.03K -9 -0.4%
40 41
42
43 44