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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1151
Pallas Capital Advisors
Massachusetts
$414K -$884 -4 -0.2%
S
1152
Sachetta
Massachusetts
$413K -$68.3K -309 -14%
FMLI
1153
Fukoku Mutual Life Insurance
Japan
$409K -$102K -460 -19%
CAM
1154
Clark Asset Management
New Hampshire
$409K -$442 -2 -0.1%
LAM
1155
L2 Asset Management
Massachusetts
$407K -$10.8K -49 -2%
TE
1156
Tema ETFs
New York
$406K +$422K +1,909 New
DA
1157
Drake & Associates
Wisconsin
$404K +$111K +501 +34%
EH
1158
Equitable Holdings
New York
$402K -$51.7K -234 -11%
LIA
1159
LBMC Investment Advisors
Tennessee
$402K – – –
BCM
1160
Brookstone Capital Management
Illinois
$401K +$75.2K +340 +22%
JF
1161
Jump Financial
Illinois
$401K +$16.1K +73 +4%
CAG
1162
Csenge Advisory Group
Florida
$401K -$19K -86 -4%
OFS
1163
OneAscent Financial Services
Alabama
$400K +$416K +1,881 New
BJL
1164
Brighton Jones LLC
Washington
$397K +$117K +529 +40%
IB
1165
Intrust Bank
Kansas
$396K -$9.95K -45 -2%
IPAM
1166
Investment Partners Asset Management
New Jersey
$394K – – –
IAS
1167
Insigneo Advisory Services
Florida
$394K -$475K -2,150 -54%
PAMG
1168
Patton Albertson Miller Group
Tennessee
$394K – – –
MCM
1169
MV Capital Management
Maryland
$394K -$5.75K -26 -1%
PCM
1170
Pointe Capital Management
Michigan
$393K +$9.29K +42 +2%
SS
1171
SBI Securities
Japan
$393K +$409K +1,850 New
1SB
1172
1ST Source Bank
Indiana
$391K – – –
CCA
1173
Cobblestone Capital Advisors
New York
$390K -$1.55K -7 -0.4%
PFA
1174
Pathway Financial Advisors
Vermont
$390K +$19.5K +88 +5%
NP
1175
Nilsine Partners
Colorado
$389K +$172K +779 +74%
45 46
47
48 49