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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1151
Principle Wealth Partners
Connecticut
$530K – – –
MMPW
1152
Mitchell McLeod Pugh & Williams
Alabama
$528K – – –
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$526K +$13.2K +55 +3%
DAS
1154
Diversify Advisory Services
Utah
$526K -$82.5K -343 -13%
SCTC
1155
Sanibel Captiva Trust Company
Florida
$524K – – –
HT
1156
Heritage Trust
Oklahoma
$524K +$9.86K +41 +2%
MHIC
1157
Marble Harbor Investment Counsel
Massachusetts
$522K – – –
PAM
1158
Paradigm Asset Management
New York
$521K – – –
PWP
1159
Phillips Wealth Planners
Mississippi
$518K +$112K +467 +28%
RA
1160
RFG Advisory
Alabama
$518K -$26.9K -112 -5%
IB
1161
Intrust Bank
Kansas
$515K +$36.8K +153 +8%
FWTB
1162
First Western Trust Bank
Colorado
$514K -$1.44K -6 -0.3%
KSWWM
1163
Keyes Stange & Wooten Wealth Management
Florida
$514K +$61.1K +254 +14%
ATS
1164
Ashton Thomas Securities
New York
$507K +$245K +1,020 +95%
SRL
1165
Scientech Research LLC
New Jersey
$506K +$495K +2,058 New
BFA
1166
Bragg Financial Advisors
North Carolina
$505K -$1.44K -6 -0.3%
ECM
1167
Element Capital Management
New York
$502K +$491K +2,043 New
JIC
1168
Joel Isaacson & Co
New York
$499K -$5.53K -23 -1%
TCWA
1169
Turtle Creek Wealth Advisors
Texas
$499K +$98.8K +411 +25%
SS
1170
SBI Securities
Japan
$498K +$29.8K +124 +7%
CA
1171
Centerpoint Advisors
Massachusetts
$497K – – –
JWCA
1172
J.W. Cole Advisors
Florida
$497K +$73.3K +305 +18%
MP
1173
McDonald Partners
Ohio
$496K -$1.64M -6,822 -77%
RC
1174
RBF Capital
California
$491K – – –
AI
1175
AdvisorShares Investments
Maryland
$491K +$481K +2,000 New
45 46
47
48 49