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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1101
Equitable Holdings
New York
$597K +$87.3K +363 +18%
ACP
1102
Aviance Capital Partners
Florida
$595K -$126K -525 -18%
PT
1103
Plimoth Trust
Massachusetts
$592K -$51.7K -215 -8%
QWP
1104
Quotient Wealth Partners
Texas
$591K +$41.8K +174 +8%
FM
1105
Freemont Management
Switzerland
$590K -$4.23M -17,600 -88%
KCMH
1106
Keywise Capital Management (HK)
Hong Kong
$585K +$572K +2,380 New
SWA
1107
SFMG Wealth Advisors
Texas
$584K +$17.1K +71 +3%
NP
1108
Nilsine Partners
Colorado
$584K +$82K +341 +17%
SWM
1109
Segment Wealth Management
Texas
$584K – – –
CPIG
1110
Chicago Partners Investment Group
Illinois
$581K +$142K +592 +32%
OBWP
1111
O'Brien Wealth Partners
Massachusetts
$576K – – –
SP
1112
SIH Partners
Delaware
$574K +$562K +2,338 New
SPC
1113
Sigma Planning Corp
Michigan
$572K +$2.4K +10 +0.4%
LAM
1114
L2 Asset Management
Massachusetts
$571K +$25.7K +107 +5%
CWM
1115
Cornerstone Wealth Management
Missouri
$570K -$32.5K -135 -5%
PCS
1116
Personal CFO Solutions
New Jersey
$568K +$21.6K +90 +4%
SC
1117
Solstein Capital
California
$567K – – –
DDPIC
1118
Deroy & Devereaux Private Investment Counsel
Michigan
$566K -$48.1K -200 -8%
TFA
1119
Tranquilli Financial Advisor
New Jersey
$564K +$45.7K +190 +9%
CFA
1120
CWS Financial Advisors
Michigan
$562K +$72.4K +301 +15%
NSIM
1121
North Star Investment Management
Illinois
$561K +$962 +4 +0.2%
LAM
1122
Lakewood Asset Management
Illinois
$561K +$240 +1 +0%
AC
1123
Apella Capital
Connecticut
$560K +$26K +108 +5%
OHWP
1124
Oak Harbor Wealth Partners
North Carolina
$559K +$55.1K +229 +11%
P
1125
Pitcairn
Pennsylvania
$559K -$224K -931 -29%
43 44
45
46 47