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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1076
LCNB Corp
Ohio
$1.39M – – –
STP
1077
Science & Technology Partners
New York
$1.38M -$4.92M -12,419 -78%
PPWP
1078
Premier Path Wealth Partners
New Jersey
$1.38M +$123K +311 +10%
HFO
1079
Heritage Family Offices
Arizona
$1.38M -$330K -834 -19%
PEWA
1080
Pacific Excel Wealth Advisors
California
$1.38M +$1.37M +3,473 New
CTC
1081
Central Trust Company
Missouri
$1.38M +$339K +856 +33%
FAM
1082
Fulcrum Asset Management
United Kingdom
$1.38M +$1.39M +3,513 New
HC
1083
Hara Capital
Washington
$1.37M – – –
EWA
1084
EverSource Wealth Advisors
Alabama
$1.37M -$353K -892 -21%
CRI
1085
Commonwealth Retirement Investments
Virginia
$1.36M – – –
AM
1086
Account Management
Massachusetts
$1.36M – – –
AWM
1087
Aprio Wealth Management
Georgia
$1.36M +$34K +86 +3%
MC
1088
Matisse Capital
Oregon
$1.35M – – –
TI
1089
TrueMark Investments
Illinois
$1.34M +$1.34M +3,386 New
NA
1090
Nordwand Advisors
Pennsylvania
$1.34M – – –
PFW
1091
Petros Family Wealth
Minnesota
$1.33M -$595K -1,504 -31%
MCM
1092
Manchester Capital Management
Vermont
$1.33M +$9.5K +24 +0.7%
BAAM
1093
Baker Avenue Asset Management
California
$1.33M +$171K +432 +15%
WT
1094
Whittier Trust
California
$1.32M +$300K +759 +29%
CPIG
1095
Chicago Partners Investment Group
Illinois
$1.31M +$422K +1,065 +45%
CIAS
1096
CFS Investment Advisory Services
New Jersey
$1.31M +$1.98K +5 +0.1%
FFS
1097
Founders Financial Securities
Maryland
$1.31M +$67.7K +171 +5%
DCM
1098
Davidson Capital Management
Texas
$1.31M +$1.3M +3,291 New
IMRF
1099
Illinois Municipal Retirement Fund
Illinois
$1.31M +$1.3M +3,290 New
FHC
1100
First Horizon Corporation
Tennessee
$1.3M -$5.54K -14 -0.4%
42 43
44
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