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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMNC
1351
Piedmont Capital Management (North Carolina)
North Carolina
$684K -$2.77K -7 -0.4%
ANB
1352
Amarillo National Bank
Texas
$684K – – –
BAM
1353
Blueshift Asset Management
New Jersey
$683K +$681K +1,720 New
BWM
1354
Blossom Wealth Management
California
$683K -$23K -58 -3%
1M
1355
1248 Management
Missouri
$683K – – –
KP
1356
Keel Point
Alabama
$682K +$67.7K +171 +11%
MW
1357
Maia Wealth
Colorado
$679K -$127K -320 -16%
MPPHD
1358
Maloon Powers Pitre Higgins & Dennehy
California
$677K +$674K +1,704 New
GFWA
1359
Grey Fox Wealth Advisors
Delaware
$676K +$673K +1,701 New
TAM
1360
Townsend Asset Management
North Carolina
$674K -$7.12K -18 -1%
MCM
1361
MV Capital Management
Maryland
$673K +$2.38K +6 +0.4%
GFP
1362
Gryphon Financial Partners
Ohio
$673K +$139K +352 +26%
MG
1363
Mather Group
Illinois
$672K +$28.9K +73 +5%
CIA
1364
Capital Investment Advisors
Georgia
$670K +$10.3K +26 +2%
RP
1365
Riverwater Partners
Wisconsin
$669K +$22.6K +57 +4%
CCAL
1366
City Center Advisors LLC
Michigan
$668K +$165K +418 +33%
IAAG
1367
Innovative Asset Advisors Group
Connecticut
$668K +$35.2K +89 +6%
IWA
1368
Invera Wealth Advisors
Oregon
$667K -$139K -350 -17%
EFS
1369
Essex Financial Services
Connecticut
$666K +$20.6K +52 +3%
FFA
1370
Fi3 Financial Advisors
Indiana
$661K +$1.09M +2,766 +282%
GJWM
1371
Gilliland Jeter Wealth Management
Arkansas
$658K -$30.5K -77 -4%
MWPCG
1372
Measured Wealth Private Client Group
New Hampshire
$657K -$2.77K -7 -0.4%
BT
1373
Banque Transatlantique
France
$655K +$27.3K +69 +4%
SIC
1374
Salem Investment Counselors
North Carolina
$655K -$2.38K -6 -0.4%
TTWM
1375
TCV Trust & Wealth Management
Virginia
$653K +$204K +515 +46%
53 54
55
56 57