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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1301
Versant Capital Management
Arizona
$319K +$57.5K +276 +26%
BWP
1302
BlueStem Wealth Partners
Minnesota
$318K -$29.6K -142 -10%
FI
1303
Fosun International
China
$317K – – –
ARC
1304
Advisor Resource Council
Texas
$314K -$3.29M -15,818 -92%
RWM
1305
Revisor Wealth Management
Ohio
$312K +$265K +1,273 New
CAG
1306
Csenge Advisory Group
Florida
$311K -$6.04K -29 -2%
NL
1307
NWAM LLC
Washington
$310K -$13.3K -64 -5%
WRPWM
1308
Werba Rubin Papier Wealth Management
California
$310K +$7.91K +38 +3%
BBP
1309
Banco BTG Pactual
Brazil
$309K +$271K +1,300 New
RG
1310
Rathbones Group
United Kingdom
$308K -$6.87K -33 -2%
CNB
1311
Camden National Bank
Maine
$308K +$625 +3 +0.2%
OL
1312
OneFund LLC
Florida
$307K -$2.29K -11 -0.8%
LWM
1313
Liberty Wealth Management
California
$306K +$208 +1 +0.1%
KAS
1314
KPP Advisory Services
Kentucky
$304K -$416 -2 -0.2%
MFS
1315
McNamara Financial Services
Massachusetts
$303K – – –
CPBTD
1316
Central Pacific Bank - Trust Division
Hawaii
$303K +$4.37K +21 +2%
TCBWMS
1317
Texas Capital Bank Wealth Management Services
Texas
$302K +$33.7K +162 +15%
FWP
1318
FAS Wealth Partners
Kansas
$301K +$263K +1,265 New
DE
1319
Diversified Enterprises
Delaware
$300K -$11K -53 -4%
FA
1320
Financial Advisors
Massachusetts
$299K – – –
HCM
1321
Hollencrest Capital Management
California
$299K +$29.6K +142 +13%
HWP
1322
Hibernia Wealth Partners
Louisiana
$299K +$261K +1,253 New
WA
1323
WBH Advisory
Maryland
$298K -$31K -149 -11%
MPM
1324
MBB Public Markets
Illinois
$298K -$59.3K -285 -19%
MBTD
1325
Mechanics Bank - Trust Department
California
$298K -$13.3K -64 -5%
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