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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1351
Liberty Wealth Management
California
$259K -$1.73K -8 -0.6%
KAS
1352
KPP Advisory Services
Kentucky
$258K -$59K -273 -18%
B
1353
Bailard
California
$258K +$864 +4 +0.3%
MWM
1354
Modern Wealth Management
Kansas
$257K +$276K +1,275 New
RIG
1355
Renaissance Investment Group
Massachusetts
$257K -$16.2K -75 -6%
SW
1356
Simplicity Wealth
New Jersey
$257K +$276K +1,275 New
MFG
1357
Mission Financial Group
Nevada
$257K +$174K +806 New
MFS
1358
McNamara Financial Services
Massachusetts
$257K +$275K +1,272 New
WRPWM
1359
Werba Rubin Papier Wealth Management
California
$255K -$29K -134 -10%
HBS
1360
Howard Bailey Securities
Indiana
$253K -$61.8K -286 -19%
FA
1361
Financial Advisors
Massachusetts
$253K – – –
CPBTD
1362
Central Pacific Bank - Trust Division
Hawaii
$252K -$20.5K -95 -7%
RA
1363
Ransom Advisory
Rhode Island
$252K -$10.8K -50 -4%
DTC
1364
Davidson Trust Company
Washington
$251K +$56.4K +261 +27%
EI
1365
eCIO Inc
Wisconsin
$251K +$269K +1,243 New
PCG
1366
Prosperity Consulting Group
Maryland
$250K +$268K +1,242 New
LEA
1367
Legacy Edge Advisors
New York
$250K – – –
LRIA
1368
Leonard Rickey Investment Advisors
Washington
$250K +$14.5K +67 +5%
VV
1369
Verity & Verity
South Carolina
$249K – – –
BCG
1370
Breakwater Capital Group
New Jersey
$249K +$266K +1,233 New
DWS
1371
Dynamic Wealth Strategies
California
$248K – – –
BIA
1372
Bigelow Investment Advisors
Maine
$248K – – –
AC
1373
Apella Capital
Connecticut
$247K +$271K +1,256 New
PWW
1374
Pettyjohn Wood & White
Virginia
$247K – – –
WIC
1375
WealthBridge Investment Counsel
Alberta, Canada
$245K – – –
53 54
55
56 57