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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1051
Cornerstone Capital
California
$537K – – –
TCA
1052
Transcend Capital Advisors
New Jersey
$536K -$9.01K -40 -2%
FFA
1053
First Foundation Advisors
California
$535K -$3.29M -14,591 -86%
IFG
1054
Independent Financial Group
California
$531K -$124K -550 -19%
BOM
1055
Bank of Marin
California
$529K – – –
MFG
1056
MidWestOne Financial Group
Iowa
$529K -$15.8K -70 -3%
LGF
1057
LGT Group Foundation
Liechtenstein
$529K -$299K -1,328 -36%
TFA
1058
Tranquilli Financial Advisor
New Jersey
$528K -$1.8K -8 -0.3%
CFP
1059
Catalyst Financial Partners
Massachusetts
$528K +$35.1K +156 +7%
TCB
1060
Texas Capital Bancshares
Texas
$527K -$225 -1 -0%
AC
1061
ASB Consultores
Florida
$526K -$17.1K -76 -3%
MS
1062
Maven Securities
Jersey
$524K -$914K -4,056 -64%
BFA
1063
Bragg Financial Advisors
North Carolina
$522K -$3.6K -16 -0.7%
9WM
1064
9258 Wealth Management
Ohio
$522K +$901 +4 +0.2%
PWP
1065
Phillips Wealth Planners
Mississippi
$521K -$451 -2 -0.1%
FAT
1066
First American Trust
California
$521K +$30.9K +137 +6%
SC
1067
Solstein Capital
California
$520K – – –
IA
1068
IFP Advisors
Florida
$519K +$54.5K +242 +12%
SG
1069
Sienna Gestion
France
$519K – – –
S
1070
Sachetta
Massachusetts
$519K -$21K -93 -4%
SWA
1071
SFMG Wealth Advisors
Texas
$518K +$200K +886 +65%
TCBWMS
1072
Texas Capital Bank Wealth Management Services
Texas
$518K +$6.76K +30 +1%
RG
1073
Rathbones Group
United Kingdom
$516K -$68.5K -304 -12%
SWM
1074
Spire Wealth Management
Virginia
$514K -$71.4K -317 -12%
AIM
1075
Athena Investment Management
California
$513K – – –
41 42
43
44 45