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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1076
Cornerstone Capital
California
$495K – – –
CFP
1077
Catalyst Financial Partners
Massachusetts
$490K +$3.32K +15 +0.7%
BOM
1078
Bank of Marin
California
$489K – – –
TFA
1079
Tranquilli Financial Advisor
New Jersey
$488K +$663 +3 +0.1%
LSA
1080
Leonteq Securities AG
Switzerland
$487K +$289K +1,309 +133%
KP
1081
Keel Point
Alabama
$486K +$23K +104 +5%
PIA
1082
Perennial Investment Advisors
California
$486K +$18.8K +85 +4%
KSWWM
1083
Keyes Stange & Wooten Wealth Management
Florida
$485K -$67.6K -306 -12%
FCI
1084
Financial Counselors Inc
Kansas
$481K -$280K -1,266 -36%
SC
1085
Solstein Capital
California
$480K – – –
SG
1086
Sienna Gestion
France
$480K – – –
AC
1087
ASB Consultores
Florida
$479K -$6.19K -28 -1%
PWP
1088
Phillips Wealth Planners
Mississippi
$478K -$9.06K -41 -2%
KWA
1089
Kingswood Wealth Advisors
California
$476K -$1.42M -6,409 -74%
SWA
1090
SFMG Wealth Advisors
Texas
$476K -$2.43K -11 -0.5%
BFA
1091
Bragg Financial Advisors
North Carolina
$474K -$8.84K -40 -2%
AIM
1092
Athena Investment Management
California
$474K – – –
MP
1093
Moment Partners
California
$472K +$491K +2,223 New
MFG
1094
MidWestOne Financial Group
Iowa
$472K -$17.5K -79 -3%
QWP
1095
Quotient Wealth Partners
Texas
$471K +$52.6K +238 +12%
RCAG
1096
Rehmann Capital Advisory Group
Michigan
$470K +$124K +560 +34%
NB
1097
Northwest Bancshares
Pennsylvania
$470K -$1.1K -5 -0.2%
ECG
1098
Edge Capital Group
Georgia
$469K +$221 +1 +0%
CII
1099
Capital International Inc
California
$469K -$94.4K -427 -16%
MMPW
1100
Mitchell McLeod Pugh & Williams
Alabama
$468K – – –
42 43
44
45 46