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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1326
Sowell Financial Services
Arkansas
$414K +$37.7K +150 +11%
VCM
1327
Versant Capital Management
Arizona
$414K +$18.3K +73 +5%
MAWA
1328
Moss Adams Wealth Advisors
Washington
$413K -$4.52K -18 -1%
GL
1329
Gerber LLC
Ohio
$413K +$502 +2 +0.1%
TC
1330
TFR Capital
Texas
$411K – – –
PCMNC
1331
Piedmont Capital Management (North Carolina)
North Carolina
$411K +$381K +1,516 New
BCP
1332
Blue Chip Partners
Michigan
$410K -$9.3K -37 -2%
AA
1333
Armis Advisers
Georgia
$409K +$332K +1,323 New
LW
1334
Libra Wealth
California
$409K -$46.5K -185 -11%
HI
1335
Harrington Investments
California
$409K – – –
CI
1336
Corient IA
Florida
$407K – – –
GVAG
1337
Great Valley Advisor Group
Delaware
$407K +$77.1K +307 +26%
VAM
1338
Virtue Asset Management
Illinois
$405K -$16.3K -65 -4%
SIC
1339
Salem Investment Counselors
North Carolina
$404K -$2.26K -9 -0.6%
IIL
1340
Income Insurance Ltd
$401K +$372K +1,480 New
FCM
1341
Fire Capital Management
California
$401K – – –
BAM
1342
Belpointe Asset Management
Nevada
$401K +$25.6K +102 +7%
SSG
1343
Summit Securities Group
New York
$401K +$329K +1,309 +779%
SCP
1344
Sivia Capital Partners
California
$400K -$80.9K -322 -18%
APM
1345
a16z Perennial Management
California
$398K -$11.6K -46 -3%
VA
1346
Veratis Advisors
North Carolina
$397K +$295K +1,175 New
SFO
1347
Stokes Family Office
Louisiana
$397K +$103K +410 +39%
GWM
1348
GSB Wealth Management
Connecticut
$395K +$1.26K +5 +0.3%
BAWM
1349
Bennett Associates Wealth Management
Pennsylvania
$393K -$22.4K -89 -6%
THCM
1350
Taylor Hoffman Capital Management
Virginia
$393K – – –
52 53
54
55 56