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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1101
Faithward Advisors
Pennsylvania
$1.27M +$1.26M +3,192 New
TWIM
1102
TIAA Wealth Investment Management
New York
$1.27M -$145K -366 -10%
NP
1103
NorthRock Partners
Minnesota
$1.27M -$38K -96 -3%
IHL
1104
Investment House LLC
California
$1.26M – – –
OC
1105
Oakworth Capital
Alabama
$1.25M – – –
SACTSONJ
1106
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.24M -$79.2K -200 -6%
CFP
1107
Catalyst Financial Partners
Massachusetts
$1.24M +$42.7K +108 +4%
PWA
1108
Prairie Wealth Advisors
Nebraska
$1.24M – – –
NHT
1109
New Hampshire Trust
New Hampshire
$1.24M +$16.6K +42 +1%
FI
1110
Fosun International
China
$1.24M +$396K +1,000 +47%
PTC
1111
Private Trust Company
Ohio
$1.24M -$16.6K -42 -1%
SWA
1112
SFMG Wealth Advisors
Texas
$1.24M +$281K +710 +30%
MG
1113
Marex Group
$1.23M +$1.23M +3,104 New
AP
1114
Anchyra Partners
Georgia
$1.23M +$40K +101 +3%
FISPB
1115
Fideuram - Intesa Sanpaolo Private Banking
$1.23M +$1.22M +3,089 New
EFMH
1116
E Fund Management (HK)
Hong Kong
$1.22M +$373K +943 +44%
NWAG
1117
Net Worth Advisory Group
Utah
$1.22M -$31.7K -80 -3%
TYCC
1118
Texas Yale Capital Corp
Florida
$1.22M – – –
KFP
1119
KMG Fiduciary Partners
Ohio
$1.22M -$74.8K -189 -6%
AGP
1120
Aspire Growth Partners
Florida
$1.22M +$18.2K +46 +2%
7WCP
1121
71 West Capital Partners
Massachusetts
$1.21M +$282K +713 +30%
LS
1122
Livforsakringsbolaget Skandia
Sweden
$1.21M -$127K -320 -9%
AO
1123
Advisor OS
Illinois
$1.21M +$258K +651 +27%
PP
1124
PDS Planning
Ohio
$1.2M +$152K +384 +15%
TCPW
1125
Twin City Private Wealth
North Carolina
$1.2M +$18.6K +47 +2%
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