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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1226
Forte Capital
New York
$269K -$29.2K -152 -10%
SWA
1227
SFMG Wealth Advisors
Texas
$269K +$1.35K +7 +0.5%
TAM
1228
Tucker Asset Management
Colorado
$268K +$51.1K +266 +24%
CRA
1229
Clear Rock Advisors
Texas
$268K – – –
EH
1230
Equitable Holdings
New York
$268K -$97.9K -509 -27%
DBIA
1231
Dumont & Blake Investment Advisors
New Jersey
$267K +$1.35K +7 +0.5%
RIG
1232
Renaissance Investment Group
Massachusetts
$267K -$5.96K -31 -2%
CAM
1233
Cozad Asset Management
Illinois
$267K – – –
B
1234
Bailard
California
$265K -$7.11K -37 -3%
ANBT
1235
American National Bank & Trust
Texas
$265K +$13.8K +72 +6%
KWM
1236
Kolinsky Wealth Management
New Jersey
$261K -$69K -359 -21%
UF
1237
Univest Financial
Pennsylvania
$261K -$11K -57 -4%
PL
1238
Plancorp LLC
Missouri
$260K +$11.2K +58 +5%
RZH
1239
Relyea Zuckerberg Hanson
Connecticut
$260K +$5.77K +30 +2%
RCM
1240
Radnor Capital Management
Pennsylvania
$259K – – –
PIAS
1241
PCA Investment Advisory Services
Ohio
$258K +$1.73K +9 +0.7%
VC
1242
Vicus Capital
Pennsylvania
$257K +$250K +1,301 New
OBGC
1243
O'Brien Greene & Co
Pennsylvania
$257K +$250K +1,300 New
RA
1244
Ransom Advisory
Rhode Island
$257K +$250K +1,300 New
CNB
1245
Camden National Bank
Maine
$256K +$3.08K +16 +1%
OL
1246
OneFund LLC
Florida
$251K -$8.08K -42 -3%
FBT
1247
First Bank & Trust
South Dakota
$251K +$14K +73 +6%
FCM
1248
Fourpath Capital Management
Oklahoma
$251K +$577 +3 +0.2%
FL
1249
Fort LP
Maryland
$249K -$23.3K -121 -9%
HW
1250
Hancock Whitney
Mississippi
$249K +$17.5K +91 +8%
48 49
50
51 52