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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1051
Washington Trust Bank
Washington
$539K – – –
OBWP
1052
O'Brien Wealth Partners
Massachusetts
$539K -$2.03K -9 -0.4%
CC
1053
Cornerstone Capital
California
$537K – – –
TCA
1054
Transcend Capital Advisors
New Jersey
$536K -$9.01K -40 -2%
FFA
1055
First Foundation Advisors
California
$535K -$3.29M -14,591 -86%
IFG
1056
Independent Financial Group
California
$531K -$124K -550 -19%
BOM
1057
Bank of Marin
California
$529K – – –
MFG
1058
MidWestOne Financial Group
Iowa
$529K -$15.8K -70 -3%
LGF
1059
LGT Group Foundation
Liechtenstein
$529K -$299K -1,328 -36%
TFA
1060
Tranquilli Financial Advisor
New Jersey
$528K -$1.8K -8 -0.3%
CFP
1061
Catalyst Financial Partners
Massachusetts
$528K +$35.1K +156 +7%
TCB
1062
Texas Capital Bancshares
Texas
$527K -$225 -1 -0%
AC
1063
ASB Consultores
Florida
$526K -$17.1K -76 -3%
MS
1064
Maven Securities
Jersey
$524K -$914K -4,056 -64%
BFA
1065
Bragg Financial Advisors
North Carolina
$522K -$3.6K -16 -0.7%
9WM
1066
9258 Wealth Management
Ohio
$522K +$901 +4 +0.2%
PWP
1067
Phillips Wealth Planners
Mississippi
$521K -$451 -2 -0.1%
FAT
1068
First American Trust
California
$521K +$30.9K +137 +6%
SC
1069
Solstein Capital
California
$520K – – –
IA
1070
IFP Advisors
Florida
$519K +$54.5K +242 +12%
SG
1071
Sienna Gestion
France
$519K – – –
S
1072
Sachetta
Massachusetts
$519K -$21K -93 -4%
SWA
1073
SFMG Wealth Advisors
Texas
$518K +$200K +886 +65%
TCBWMS
1074
Texas Capital Bank Wealth Management Services
Texas
$518K +$6.76K +30 +1%
RG
1075
Rathbones Group
United Kingdom
$516K -$68.5K -304 -12%
41 42
43
44 45