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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1326
Maridea Wealth Management
New York
$342K +$334K +1,390 New
EAM
1327
Empirical Asset Management
Massachusetts
$341K – – –
TCB
1328
Texas Capital Bancshares
Texas
$339K -$183K -761 -36%
PWAM
1329
Private Wealth Asset Management
Iowa
$339K +$240 +1 +0.1%
SFS
1330
Sowell Financial Services
Arkansas
$339K -$6.49K -27 -2%
WMA
1331
Wealth Management Associates
New Jersey
$338K +$45.7K +190 +16%
BAM
1332
Belpointe Asset Management
Nevada
$338K -$203K -844 -38%
RW
1333
RVW Wealth
California
$338K – – –
LBC
1334
Lowe Brockenbrough & Co
Virginia
$337K -$13.7K -57 -4%
CAM
1335
Cozad Asset Management
Illinois
$336K – – –
PCA
1336
Peddock Capital Advisors
Massachusetts
$336K – – –
MWM
1337
Modern Wealth Management
Kansas
$335K +$57.5K +239 +21%
PAMG
1338
Patton Albertson Miller Group
Tennessee
$335K -$31K -129 -9%
AA
1339
Argent Advisors
Louisiana
$334K +$46.4K +193 +17%
MKA
1340
M. Kulyk & Associates
Georgia
$334K – – –
WRPWM
1341
Werba Rubin Papier Wealth Management
California
$332K +$12.3K +51 +4%
BC
1342
Bayforest Capital
United Kingdom
$332K +$43K +179 +15%
DIM
1343
Delta Investment Management
California
$331K +$240 +1 +0.1%
OL
1344
OneFund LLC
Florida
$329K +$11.8K +49 +4%
FI
1345
Fosun International
China
$328K – – –
ZIM
1346
Zacks Investment Management
Illinois
$325K +$318K +1,324 New
AHL
1347
Abel Hall LLC
Louisiana
$325K -$6.25K -26 -2%
ACM
1348
Argent Capital Management
Missouri
$323K -$78.6K -327 -20%
DE
1349
Diversified Enterprises
Delaware
$323K +$13.5K +56 +4%
FFA
1350
Fragasso Financial Advisors
Pennsylvania
$323K +$28.1K +117 +10%
52 53
54
55 56