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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
1151
Guinness Atkinson Asset Management
California
$328K -$31.9K -166 -9%
BCP
1152
Blue Chip Partners
Michigan
$328K +$1.54K +8 +0.5%
SAM
1153
Strategy Asset Managers
California
$326K +$14.4K +75 +5%
AC
1154
Allstate Corporation
Illinois
$326K -$7.31K -38 -2%
RWM
1155
Rockline Wealth Management
New York
$326K -$6.34K -33 -2%
SIC
1156
Salem Investment Counselors
North Carolina
$326K +$46K +239 +17%
WA
1157
Wealth Alliance
New York
$325K -$23.8K -124 -7%
MFA
1158
Mayflower Financial Advisors
Massachusetts
$323K +$84.4K +439 +37%
PP
1159
Patten & Patten
Tennessee
$323K +$6.73K +35 +2%
BFO
1160
Biltmore Family Office
North Carolina
$323K – – –
PPWP
1161
Premier Path Wealth Partners
New Jersey
$322K -$6.34K -33 -2%
BFA
1162
Beaumont Financial Advisors
Massachusetts
$322K +$6.34K +33 +2%
PFBT
1163
Parkside Financial Bank & Trust
Missouri
$322K +$11K +57 +4%
BAM
1164
Belpointe Asset Management
Nevada
$320K -$132K -686 -30%
PAMG
1165
Patton Albertson Miller Group
Tennessee
$319K – – –
PI
1166
PFG Investments
New York
$318K +$52.9K +275 +21%
QC
1167
Quent Capital
New York
$318K +$7.5K +39 +2%
MWPCG
1168
Measured Wealth Private Client Group
New Hampshire
$318K -$33.5K -174 -10%
SWM
1169
SeaCrest Wealth Management
New York
$314K -$4.81K -25 -2%
T
1170
TNF
Montana
$314K +$192 +1 +0.1%
PWM
1171
Power Wealth Management
Georgia
$314K -$24.2K -126 -7%
AWM
1172
Accurate Wealth Management
Florida
$313K -$1.35K -7 -0.4%
OWA
1173
ORBA Wealth Advisors
Illinois
$311K – – –
CT
1174
Chicago Trust
Illinois
$310K +$9.42K +49 +3%
SAI
1175
Systematic Alpha Investments
New Jersey
$310K – – –
45 46
47
48 49