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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1026
Longfellow Investment Management
Massachusetts
$623K +$666K +3,082 +61,640%
CWM
1027
Compass Wealth Management
Connecticut
$622K -$648 -3 -0.1%
IWA
1028
IVC Wealth Advisors
Pennsylvania
$621K -$26.1K -121 -4%
ACP
1029
Aviance Capital Partners
Florida
$620K -$160K -740 -19%
TYCC
1030
Texas Yale Capital Corp
Florida
$619K – – –
BCM
1031
Boltwood Capital Management
California
$619K -$40K -185 -6%
EFA
1032
Evernest Financial Advisors
Indiana
$617K -$61.2K -283 -8%
WTC
1033
WhitTier Trust Company
Nevada
$615K +$41.7K +193 +7%
ZIG
1034
Zullo Investment Group
Pennsylvania
$613K -$25.5K -118 -4%
CG
1035
Curat Global
New Hampshire
$610K +$654K +3,024 New
CGL
1036
Clarius Group LLC
Washington
$606K +$64K +296 +11%
SACTSONJ
1037
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$605K – – –
AAMU
1038
AEGON Asset Management (UK)
United Kingdom
$603K – – –
AI
1039
Accredited Investors
Minnesota
$602K +$1.3K +6 +0.2%
XT
1040
XTX Topco
Cayman Islands
$602K -$1.35M -6,229 -68%
AFT
1041
Alpha Family Trust
California
$599K – – –
CIAS
1042
CFS Investment Advisory Services
New Jersey
$598K +$26.1K +121 +4%
BP
1043
BNP Paribas
France
$596K -$271K -1,256 -30%
SPC
1044
Spirepoint Private Client
Florida
$586K -$216 -1 -0%
PP
1045
PDT Partners
New York
$585K +$627K +2,900 New
SWM
1046
Segment Wealth Management
Texas
$581K +$389K +1,800 +167%
MWA
1047
Midland Wealth Advisors
Illinois
$577K -$45.6K -211 -7%
BHPW
1048
Beverly Hills Private Wealth
California
$576K -$83K -384 -12%
SQA
1049
Simon Quick Advisors
New Jersey
$575K +$107K +494 +21%
PIMG
1050
Patriot Investment Management Group
Tennessee
$570K -$18.6K -86 -3%
40 41
42
43 44