ADI icon

Analog Devices
ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1201
Reik & Co
New York
$792K – – –
TPI
1202
Trust Point Inc
Wisconsin
$792K +$213K +670 +37%
AIM
1203
Anchor Investment Management
South Carolina
$791K – – –
PW
1204
PUREfi Wealth
Massachusetts
$783K +$358K +1,125 +84%
SP
1205
Stablepoint Partners
Massachusetts
$783K – – –
BA
1206
Bridgewater Advisors
New York
$780K +$8.59K +27 +2%
ACP
1207
Aviance Capital Partners
Florida
$773K +$3.5K +11 +0.5%
RCAG
1208
Rehmann Capital Advisory Group
Michigan
$772K +$22.3K +70 +3%
HI
1209
HBK Investments
Texas
$770K +$770K +2,419 New
FCH
1210
Freestone Capital Holdings
Washington
$769K +$27.4K +86 +4%
CWM
1211
Cornerstone Wealth Management
Missouri
$764K +$10.5K +33 +1%
SWA
1212
SFMG Wealth Advisors
Texas
$764K +$7K +22 +0.9%
SAM
1213
Sunstone Asset Management
New York
$764K +$764K +2,400 New
DTC
1214
Davidson Trust Company
Washington
$763K +$38.8K +122 +5%
GVAG
1215
Great Valley Advisor Group
Delaware
$761K +$285K +895 +60%
MCWA
1216
Meadow Creek Wealth Advisors
Georgia
$761K +$49K +154 +7%
JWCA
1217
J.W. Cole Advisors
Florida
$759K +$56.6K +178 +8%
AO
1218
Advisor OS
Illinois
$759K -$70K -220 -8%
MA
1219
MONECO Advisors
Connecticut
$758K +$40.1K +126 +6%
OL
1220
Optas LLC
Texas
$756K +$40.7K +128 +6%
IAG
1221
Ipsen Advisor Group
Arkansas
$755K -$11.8K -37 -2%
BWM
1222
Bullock Wealth Management
Indiana
$755K -$15K -47 -2%
ACGA
1223
Atlanta Consulting Group Advisors
Georgia
$753K +$181K +569 +32%
SWM
1224
Segment Wealth Management
Texas
$750K +$10.8K +34 +1%
IC
1225
Inscription Capital
Texas
$746K -$27.7K -87 -4%
47 48
49
50 51