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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
Blossom Wealth Management
California
$340K +$15.7K +85 +5%
AOI
1127
Auto-Owners Insurance
Michigan
$338K – – –
BOSSRA
1128
B.O.S.S. Retirement Advisors
Utah
$338K +$27.4K +148 +9%
PPC
1129
Park Place Capital
Alabama
$337K -$4.63K -25 -1%
WHG
1130
Westwood Holdings Group
Texas
$336K -$19.8K -107 -6%
JSC
1131
Jackson Square Capital
California
$334K -$2.8M -15,113 -90%
CG
1132
Clifford Group
Massachusetts
$334K – – –
TAM
1133
Townsend Asset Management
North Carolina
$333K – – –
SLWA
1134
San Luis Wealth Advisors
California
$332K -$39.4K -213 -11%
FCP
1135
Fidelis Capital Partners
Florida
$332K +$29.8K +161 +10%
GCM
1136
Gables Capital Management
Florida
$331K – – –
CT
1137
Chicago Trust
Illinois
$331K +$11.1K +60 +4%
HFS
1138
Heritage Financial Services
Massachusetts
$330K +$12.8K +69 +4%
CC
1139
Courier Capital
New York
$329K -$184K -996 -37%
CL
1140
Choreo LLC
Illinois
$329K +$3.15K +17 +1%
WSTAM
1141
Wilbanks Smith & Thomas Asset Management
Virginia
$328K +$37.6K +203 +14%
CCT
1142
Capital City Trust
Florida
$328K -$3.15K -17 -1%
CFP
1143
Catalyst Financial Partners
Massachusetts
$325K +$37.6K +203 +14%
BCP
1144
Blue Chip Partners
Michigan
$324K +$6.3K +34 +2%
CCA
1145
Column Capital Advisors
Indiana
$324K -$1.67K -9 -0.5%
BWP
1146
BSW Wealth Partners
Colorado
$323K -$1.3K -7 -0.4%
BFO
1147
Biltmore Family Office
North Carolina
$318K -$2.78K -15 -0.9%
FMWA
1148
Forvis Mazars Wealth Advisors
Missouri
$318K +$91.5K +494 +43%
PWMAG
1149
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$25.7K -139 -8%
DI
1150
DFPG Investments
Utah
$315K +$9.81K +53 +3%
44 45
46
47 48