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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1176
San Luis Wealth Advisors
California
$490K +$187K +778 +64%
IC
1177
Inscription Capital
Texas
$490K +$479K +1,993 New
SB
1178
SIG Brokerage
New York
$489K +$479K +1,991 New
OL
1179
Optas LLC
Texas
$489K +$68.8K +286 +17%
IAS
1180
Insigneo Advisory Services
Florida
$488K +$7.21K +30 +2%
MFIM
1181
Mesirow Financial Investment Management
Illinois
$486K -$84.6K -352 -15%
IFG
1182
Independent Financial Group
California
$481K -$1.92K -8 -0.4%
1SB
1183
1ST Source Bank
Indiana
$480K +$23.1K +96 +5%
BWM
1184
Blossom Wealth Management
California
$478K +$1.92K +8 +0.4%
SFG
1185
Sovereign Financial Group
Connecticut
$477K +$26.7K +111 +6%
FAT
1186
First American Trust
California
$477K +$4.09K +17 +0.9%
PI
1187
PFG Investments
New York
$477K +$51.5K +214 +12%
AGM
1188
Alpine Global Management
New York
$470K +$460K +1,914 New
SFI
1189
SPC Financial Inc
Maryland
$469K +$13K +54 +3%
SW
1190
Solidarity Wealth
Utah
$468K +$20.9K +87 +5%
IBOK
1191
Independence Bank of Kentucky
Kentucky
$467K -$6.01K -25 -1%
IPAM
1192
Investment Partners Asset Management
New Jersey
$465K -$3.61K -15 -0.8%
LIA
1193
LBMC Investment Advisors
Tennessee
$465K – – –
SC
1194
Scotia Capital
Ontario, Canada
$463K +$453K +1,883 New
RWPA
1195
Richard W. Paul & Associates
Michigan
$462K +$452K +1,881 New
RCM
1196
Raleigh Capital Management
North Carolina
$459K +$435K +1,810 +3,121%
AA
1197
ALPS Advisors
Colorado
$457K -$914K -3,801 -67%
FFN
1198
Focus Financial Network
Minnesota
$457K -$12K -50 -3%
BOM
1199
Bank of Marin
California
$455K – – –
FB
1200
Fulton Bank
Pennsylvania
$454K +$7.45K +31 +2%
46 47
48
49 50