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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
1301
Central Pacific Bank - Trust Division
Hawaii
$286K +$16.6K +75 +6%
TAM
1302
Titleist Asset Management
Texas
$286K +$101K +456 +51%
FI
1303
Fosun International
China
$283K -$1.26M -5,689 -81%
LRIA
1304
Leonard Rickey Investment Advisors
Washington
$283K +$13.5K +61 +5%
SIG
1305
Sargent Investment Group
Maryland
$283K +$21.7K +98 +8%
RG
1306
Rathbones Group
United Kingdom
$282K -$202K -912 -41%
PWM
1307
Pines Wealth Management
North Carolina
$281K +$292K +1,323 New
OL
1308
OneFund LLC
Florida
$279K +$2.43K +11 +0.8%
RWM
1309
Riverbend Wealth Management
South Carolina
$279K +$290K +1,310 New
RCM
1310
Radnor Capital Management
Pennsylvania
$278K – – –
SB
1311
Sunflower Bank
Texas
$277K +$16.8K +76 +6%
GWM
1312
GoalFusion Wealth Management
Texas
$277K +$4.86K +22 +2%
FPAS
1313
Focus Partners Advisor Solutions
Missouri
$276K -$176K -796 -38%
RA
1314
Ransom Advisory
Rhode Island
$276K – – –
KWM
1315
Kolinsky Wealth Management
New Jersey
$275K -$2.87K -13 -1%
CNB
1316
Camden National Bank
Maine
$275K – – –
LWM
1317
Liberty Wealth Management
California
$275K +$884 +4 +0.3%
AA
1318
Advisory Alpha
Michigan
$274K +$90K +407 +46%
BWP
1319
BSW Wealth Partners
Colorado
$274K +$26.7K +121 +10%
EAM
1320
Empirical Asset Management
Massachusetts
$273K +$455K +2,060 +13%
B
1321
Bailard
California
$270K -$3.98K -18 -1%
JAG
1322
Journey Advisory Group
Kentucky
$270K – – –
KW
1323
Keyvantage Wealth
Pennsylvania
$269K +$279K +1,264 New
AP
1324
Adero Partners
California
$267K -$24.1K -109 -8%
FA
1325
Financial Advisors
Massachusetts
$267K – – –
51 52
53
54 55