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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1326
Empirical Asset Management
Massachusetts
$341K – – –
TCB
1327
Texas Capital Bancshares
Texas
$339K -$183K -761 -36%
PWAM
1328
Private Wealth Asset Management
Iowa
$339K +$240 +1 +0.1%
SFS
1329
Sowell Financial Services
Arkansas
$339K -$6.49K -27 -2%
WMA
1330
Wealth Management Associates
New Jersey
$338K +$45.7K +190 +16%
BAM
1331
Belpointe Asset Management
Nevada
$338K -$203K -844 -38%
RW
1332
RVW Wealth
California
$338K – – –
LBC
1333
Lowe Brockenbrough & Co
Virginia
$337K -$13.7K -57 -4%
CAM
1334
Cozad Asset Management
Illinois
$336K – – –
PCA
1335
Peddock Capital Advisors
Massachusetts
$336K – – –
MWM
1336
Modern Wealth Management
Kansas
$335K +$57.5K +239 +21%
PAMG
1337
Patton Albertson Miller Group
Tennessee
$335K -$31K -129 -9%
AA
1338
Argent Advisors
Louisiana
$334K +$46.4K +193 +17%
MKA
1339
M. Kulyk & Associates
Georgia
$334K – – –
WRPWM
1340
Werba Rubin Papier Wealth Management
California
$332K +$12.3K +51 +4%
BC
1341
Bayforest Capital
United Kingdom
$332K +$43K +179 +15%
DIM
1342
Delta Investment Management
California
$331K +$240 +1 +0.1%
OL
1343
OneFund LLC
Florida
$329K +$11.8K +49 +4%
FI
1344
Fosun International
China
$328K – – –
ZIM
1345
Zacks Investment Management
Illinois
$325K +$318K +1,324 New
AHL
1346
Abel Hall LLC
Louisiana
$325K -$6.25K -26 -2%
ACM
1347
Argent Capital Management
Missouri
$323K -$78.6K -327 -20%
DE
1348
Diversified Enterprises
Delaware
$323K +$13.5K +56 +4%
FFA
1349
Fragasso Financial Advisors
Pennsylvania
$323K +$28.1K +117 +10%
NL
1350
NWAM LLC
Washington
$323K -$7.45K -31 -2%
52 53
54
55 56