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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1076
Ropes Wealth Advisors
Massachusetts
$386K -$38.7K -216 -10%
ACI
1077
Alpha Cubed Investments
California
$383K -$1.25K -7 -0.4%
EP
1078
Eudaimonia Partners
Tennessee
$383K -$273K -1,521 -44%
POIA
1079
Pin Oak Investment Advisors
Texas
$382K +$78.5K +438 +29%
DFCM
1080
Dark Forest Capital Management
Puerto Rico
$379K +$345K +1,922 New
SLWA
1081
San Luis Wealth Advisors
California
$378K +$344K +1,918 New
VCM
1082
Virtue Capital Management
Tennessee
$377K -$53.4K -298 -13%
AG
1083
AIA Group
Hong Kong
$374K -$26.9K -150 -7%
WWM
1084
Western Wealth Management
Colorado
$374K +$78.3K +437 +30%
LIA
1085
LBMC Investment Advisors
Tennessee
$373K – – –
PCIA
1086
Prime Capital Investment Advisors
Kansas
$371K -$680K -3,793 -67%
CT
1087
Cambridge Trust
Massachusetts
$369K -$2.87K -16 -0.8%
AWA
1088
Arkadios Wealth Advisors
Georgia
$368K -$179 -1 -0.1%
GTAM
1089
Global Trust Asset Management
Florida
$367K +$39.4K +220 +13%
AC
1090
Allstate Corporation
Illinois
$367K -$3.17M -17,678 -90%
KBFS
1091
Kohmann Bosshard Financial Services
Ohio
$365K – – –
PI
1092
Putnam Investments
Massachusetts
$364K +$4.12K +23 +1%
NAG
1093
Northstar Advisory Group
New Jersey
$363K +$330K +1,839 New
WHG
1094
Westwood Holdings Group
Texas
$361K -$69.7K -389 -18%
OAM
1095
Ostrum Asset Management
France
$360K +$327K +1,826 New
BCM
1096
Blume Capital Management
California
$360K -$22.1K -123 -6%
TA
1097
TFB Advisors
Kansas
$359K -$42.1K -235 -11%
AWA
1098
Aaron Wealth Advisors
Illinois
$359K +$43K +240 +15%
AWM
1099
Accurate Wealth Management
Florida
$357K +$13.4K +75 +4%
RI
1100
Ridgewood Investments
New Jersey
$357K – – –
42 43
44
45 46