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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1276
WBH Advisory
Maryland
$298K +$59.7K +270 +24%
NL
1277
NWAM LLC
Washington
$298K -$17.2K -78 -5%
AIM
1278
AMI Investment Management
Indiana
$297K – – –
WRPWM
1279
Werba Rubin Papier Wealth Management
California
$297K +$17.2K +78 +6%
TWM
1280
Tolleson Wealth Management
Texas
$297K +$309K +1,398 New
FI
1281
FWG Investments
Kentucky
$296K -$9.29K -42 -3%
BS
1282
Brighton Securities
New York
$296K +$308K +1,393 New
CH
1283
Cromwell Holdings
Wyoming
$294K – – –
DWM
1284
Drive Wealth Management
Utah
$293K +$9.73K +44 +3%
SFS
1285
Stiles Financial Services
Minnesota
$293K -$6.19K -28 -2%
TAM
1286
Tucker Asset Management
Colorado
$292K -$66.3K -300 -18%
PMAM
1287
Picton Mahoney Asset Management
Ontario, Canada
$292K – – –
PCM
1288
Parsons Capital Management
Rhode Island
$292K -$222K -1,002 -42%
SSB
1289
Sandy Spring Bank
Maryland
$291K – – –
GAAM
1290
Guinness Atkinson Asset Management
California
$291K -$75.6K -342 -20%
PCA
1291
Peddock Capital Advisors
Massachusetts
$290K – – –
PWMG
1292
Prestige Wealth Management Group
New Jersey
$290K +$4.86K +22 +2%
CA
1293
Carson Advisory
Georgia
$289K -$6.19K -28 -2%
RF
1294
Roxbury Financial
New Jersey
$287K +$291K +1,316 New
PIAS
1295
PCA Investment Advisory Services
Ohio
$287K +$221 +1 +0.1%
RIG
1296
Renaissance Investment Group
Massachusetts
$287K – – –
JWWM
1297
Johnson & White Wealth Management
Pennsylvania
$286K – – –
CPBTD
1298
Central Pacific Bank - Trust Division
Hawaii
$286K +$16.6K +75 +6%
TAM
1299
Titleist Asset Management
Texas
$286K +$101K +456 +51%
FI
1300
Fosun International
China
$283K -$1.26M -5,689 -81%
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