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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1351
Cypress Capital Group
Florida
$544K -$4.46K -14 -0.8%
FIA
1352
Foundations Investment Advisors
Arizona
$542K +$15K +47 +3%
AA
1353
ALPS Advisors
Colorado
$541K -$54.7K -172 -9%
FFA
1354
Fragasso Financial Advisors
Pennsylvania
$540K +$88.8K +279 +20%
LRIA
1355
Leonard Rickey Investment Advisors
Washington
$538K -$20.4K -64 -4%
MCM
1356
MV Capital Management
Maryland
$537K +$1.59K +5 +0.3%
NB
1357
Northwest Bancshares
Pennsylvania
$536K – – –
CP
1358
Canopy Partners
Ohio
$536K +$14.6K +46 +3%
MWM
1359
Moran Wealth Management
Florida
$534K +$534K +1,678 New
RDFA
1360
Ritter Daniher Financial Advisory
Ohio
$532K +$2.54K +8 +0.5%
AWE
1361
Avidian Wealth Enterprises
Texas
$529K -$16.2K -51 -3%
CIA
1362
Capital Investment Advisors
Georgia
$529K +$128K +401 +32%
OFS
1363
OneAscent Financial Services
Alabama
$528K +$162K +508 +44%
MWPCG
1364
Measured Wealth Private Client Group
New Hampshire
$528K -$7.64K -24 -1%
KC
1365
Kepler Cheuvreux
$528K +$528K +1,660 New
VIP
1366
Vista Investment Partners
Oklahoma
$527K +$318 +1 +0.1%
SIC
1367
Salem Investment Counselors
North Carolina
$526K +$52.8K +166 +11%
PP
1368
Patron Partners
Texas
$525K +$286K +899 +120%
AWM
1369
Aberdeen Wealth Management
Illinois
$522K +$318 +1 +0.1%
RP
1370
Riverwater Partners
Wisconsin
$518K +$3.18K +10 +0.6%
EFS
1371
Essex Financial Services
Connecticut
$517K – – –
MG
1372
Mather Group
Illinois
$515K +$56.3K +177 +12%
CBB
1373
Citizens Business Bank
California
$515K – – –
WC
1374
Waterloo Capital
Texas
$515K +$121K +381 +31%
SAM
1375
Strategy Asset Managers
California
$514K -$49.6K -156 -9%
53 54
55
56 57