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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Avior Wealth Management
Nebraska
$240K -$172K -807 -43%
CPBTD
1352
Central Pacific Bank - Trust Division
Hawaii
$240K -$44.8K -210 -17%
SB
1353
Sunflower Bank
Texas
$240K -$23.7K -111 -10%
MAWA
1354
Moss Adams Wealth Advisors
Washington
$239K +$224K +1,049 New
BCM
1355
Becker Capital Management
Oregon
$238K +$853 +4 +0.4%
TWM
1356
Thrive Wealth Management
Pennsylvania
$238K +$222K +1,041 New
MCM
1357
Mengis Capital Management
Oregon
$237K – – –
HI
1358
Harbour Investments
Wisconsin
$237K +$45.4K +213 +26%
TWA
1359
TCI Wealth Advisors
Arizona
$236K +$2.13K +10 +1%
CPIG
1360
Chicago Partners Investment Group
Illinois
$235K +$224K +1,048 New
1WM
1361
1900 Wealth Management
Texas
$234K +$853 +4 +0.4%
SF
1362
Symphony Financial
Texas
$234K +$853 +4 +0.4%
VT
1363
Vise Technologies
New York
$234K +$219K +1,026 New
ST
1364
Smithfield Trust
Pennsylvania
$234K -$17.5K -82 -7%
DAS
1365
Diversify Advisory Services
Utah
$233K +$214K +1,005 New
OAM
1366
Oxford Asset Management
United Kingdom
$233K +$217K +1,019 New
SWM
1367
Silverlake Wealth Management
Vermont
$232K -$7.04K -33 -3%
BMMM
1368
Boston Mountain Money Management
Arkansas
$231K – – –
MCM
1369
Morton Capital Management
California
$230K -$1.71K -8 -0.8%
IFS
1370
Ifrah Financial Services
Arkansas
$230K +$215K +1,007 New
LPT
1371
Legacy Private Trust
Wisconsin
$229K +$214K +1,005 New
PAM
1372
Pinpoint Asset Management
Hong Kong
$228K +$213K +1,000 New
IPW
1373
Inlet Private Wealth
Florida
$228K +$213K +997 New
BOH
1374
Bank of Hawaii
Hawaii
$227K +$212K +995 New
AA
1375
Argent Advisors
Louisiana
$226K +$212K +992 New
53 54
55
56 57