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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1326
Turtle Creek Wealth Advisors
Texas
$255K +$238K +1,115 New
BSB
1327
Bangor Savings Bank
Maine
$254K – – –
WFI
1328
West Family Investments
California
$253K +$237K +1,110 New
BC
1329
Burney Company
Virginia
$253K -$258K -1,209 -52%
FFA
1330
Fragasso Financial Advisors
Pennsylvania
$253K +$15.4K +72 +7%
TFM
1331
TFC Financial Management
Massachusetts
$253K -$8.75K -41 -4%
SWM
1332
Segment Wealth Management
Texas
$252K – – –
SCP
1333
Sivia Capital Partners
California
$251K +$235K +1,101 New
AL
1334
ADE LLC
Maryland
$251K – – –
HCM
1335
Hollencrest Capital Management
California
$250K – – –
RWP
1336
Revolve Wealth Partners
New Jersey
$249K +$5.33K +25 +2%
CD
1337
Chapin Davis
Maryland
$249K – – –
SL
1338
SFM LLC
New Hampshire
$249K – – –
AGC
1339
Aspen Grove Capital
Colorado
$248K +$213 +1 +0.1%
AWE
1340
Avidian Wealth Enterprises
Texas
$248K +$232K +1,085 New
PTC
1341
Philadelphia Trust Company
Pennsylvania
$247K -$2.99K -14 -1%
NIM
1342
Northeast Investment Management
Massachusetts
$246K – – –
GDP
1343
Great Diamond Partners
Maine
$245K +$2.13K +10 +0.9%
JSW
1344
Journey Strategic Wealth
New Jersey
$245K +$229K +1,072 New
MFG
1345
Mosaic Financial Group
Illinois
$244K – – –
HCM
1346
Hengehold Capital Management
Ohio
$243K – – –
EFSCE
1347
Enterprise Financial Services Corp (EFSC)
Missouri
$242K +$4.48K +21 +2%
MAM
1348
McLean Asset Management
Virginia
$242K +$6.83K +32 +3%
MC
1349
Mirabaud & Cie
Switzerland
$242K -$11.9K -56 -5%
JWM
1350
Janiczek Wealth Management
Colorado
$241K -$30.3K -142 -12%
52 53
54
55 56