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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1276
Optas LLC
Texas
$231K +$8.08K +42 +4%
RCG
1277
Regatta Capital Group
California
$230K +$769 +4 +0.3%
SB
1278
Sunflower Bank
Texas
$230K -$2.31K -12 -1%
WA
1279
WBH Advisory
Maryland
$228K -$6.73K -35 -3%
TFM
1280
TFC Financial Management
Massachusetts
$227K -$41.5K -216 -16%
GPA
1281
Guerra Pan Advisors
New Jersey
$227K – – –
BWP
1282
BSW Wealth Partners
Colorado
$227K -$6.92K -36 -3%
AMCA
1283
Arthur M. Cohen & Associates
Illinois
$227K – – –
BLC
1284
Brown, Lisle/Cummings
Rhode Island
$226K – – –
KIA
1285
KCM Investment Advisors
California
$226K +$220K +1,143 New
RPC
1286
Rossmore Private Capital
Connecticut
$225K – – –
FMII
1287
Farmers & Merchants Investments Inc
Nebraska
$224K – – –
ST
1288
Smithfield Trust
Pennsylvania
$223K +$15.8K +82 +8%
CSPAM
1289
Cary Street Partners Asset Management
Virginia
$223K – – –
GG
1290
Greenwood Gearhart
Arkansas
$223K – – –
FB
1291
Fulton Bank
Pennsylvania
$222K +$1.92K +10 +0.9%
MC
1292
Mirabaud & Cie
Switzerland
$221K – – –
CAL
1293
Capital Advisors Ltd
Ohio
$220K +$1.35K +7 +0.6%
VC
1294
Veery Capital
Delaware
$220K -$3.46K -18 -2%
BSB
1295
Bangor Savings Bank
Maine
$220K – – –
SWM
1296
Segment Wealth Management
Texas
$218K +$212K +1,102 New
AL
1297
ADE LLC
Maryland
$218K – – –
BBA
1298
Baader Bank Aktiengesellschaft
Germany
$218K +$212K +1,100 New
PTC
1299
Philadelphia Trust Company
Pennsylvania
$217K – – –
HCM
1300
Hollencrest Capital Management
California
$216K -$223K -1,161 -51%
50 51
52
53 54