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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1251
Global Trust Asset Management
Florida
$365K -$31.2K -150 -9%
RP
1252
Riverwater Partners
Wisconsin
$364K -$9.99K -48 -3%
GBT
1253
Grove Bank & Trust
Florida
$364K +$4.37K +21 +1%
BCP
1254
Blue Chip Partners
Michigan
$363K +$21.9K +105 +7%
GL
1255
Gerber LLC
Ohio
$362K +$416 +2 +0.1%
TC
1256
TFR Capital
Texas
$361K +$2.92K +14 +0.9%
EFS
1257
Essex Financial Services
Connecticut
$361K -$40.6K -195 -11%
ANB
1258
Amarillo National Bank
Texas
$360K – – –
HI
1259
Harrington Investments
California
$359K – – –
AIM
1260
Advyzon Investment Management
Illinois
$358K -$19.2K -92 -6%
IP
1261
Investment Partners
Ohio
$358K +$1.04K +5 +0.3%
CI
1262
Corient IA
Florida
$357K -$41.6K -200 -12%
PAMG
1263
Patton Albertson Miller Group
Tennessee
$355K -$50K -240 -14%
LRIA
1264
Leonard Rickey Investment Advisors
Washington
$354K +$18.1K +87 +6%
MAWA
1265
Moss Adams Wealth Advisors
Washington
$353K -$25.4K -122 -8%
FBT
1266
First Bank & Trust
South Dakota
$353K -$6.46K -31 -2%
PSP
1267
Principal Street Partners
Tennessee
$352K +$96.4K +463 +46%
FCM
1268
Fire Capital Management
California
$352K -$37.1K -178 -11%
EPW
1269
Endeavor Private Wealth
Kansas
$351K -$32.5K -156 -10%
CF
1270
Convergence Financial
Missouri
$351K -$63.3K -304 -17%
NRG
1271
Nemes Rush Group
Michigan
$349K +$87.2K +419 +40%
MSE
1272
MUFG Securities EMEA
United Kingdom
$348K +$304K +1,462 New
NEPPG
1273
New England Professional Planning Group
Rhode Island
$348K – – –
GWM
1274
GSB Wealth Management
Connecticut
$347K -$4.79K -23 -2%
FCM
1275
Fieldview Capital Management
Michigan
$346K -$5.21M -25,030 -95%
49 50
51
52 53