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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1051
Focus Partners Advisor Solutions
Missouri
$527K -$6.83K -32 -1%
S
1052
Sachetta
Massachusetts
$527K -$37.3K -175 -7%
WT
1053
Whittier Trust
California
$525K -$68.9K -323 -12%
BOM
1054
Bank of Marin
California
$525K -$6.4K -30 -1%
ALAM
1055
Asahi Life Asset Management
Japan
$525K +$491K +2,300 New
TCB
1056
Texas Capital Bancshares
Texas
$523K -$30.3K -142 -6%
NG
1057
Norden Group
Utah
$522K +$79.6K +373 +19%
CF
1058
Convergence Financial
Missouri
$522K +$488K +2,287 New
BFA
1059
Bragg Financial Advisors
North Carolina
$522K – – –
AWA
1060
Aaron Wealth Advisors
Illinois
$520K +$62.9K +295 +15%
WA
1061
Win Advisors
Florida
$520K +$486K +2,278 New
TFA
1062
Tranquilli Financial Advisor
New Jersey
$518K -$4.05K -19 -0.8%
9WM
1063
9258 Wealth Management
Ohio
$516K +$3.63K +17 +0.8%
SC
1064
Solstein Capital
California
$516K – – –
BCG
1065
BayBridge Capital Group
California
$516K +$11.7K +55 +2%
SG
1066
Sienna Gestion
France
$516K -$12.1M -56,543 -96%
IPAM
1067
Investment Partners Asset Management
New Jersey
$515K – – –
PA
1068
Procyon Advisors
Connecticut
$514K -$10.5K -49 -2%
FA
1069
Fermata Advisors
California
$512K +$479K +2,243 New
SCTC
1070
Sanibel Captiva Trust Company
Florida
$511K +$25K +117 +6%
AIM
1071
Athena Investment Management
California
$509K – – –
HB
1072
HTLF Bank
Colorado
$507K +$6.19K +29 +1%
TCBWMS
1073
Texas Capital Bank Wealth Management Services
Texas
$507K +$473K +2,219 New
ECG
1074
Edge Capital Group
Georgia
$504K – – –
GSEP
1075
Golden State Equity Partners
California
$502K +$469K +2,200 New
41 42
43
44 45