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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1376
Transcend Capital Advisors
New Jersey
$653K +$38.8K +98 +6%
VIP
1377
Vista Investment Partners
Oklahoma
$651K -$7.12K -18 -1%
ALAM
1378
Asahi Life Asset Management
Japan
$647K +$645K +1,630 New
VHAM
1379
Van Hulzen Asset Management
California
$645K -$122K -307 -16%
TC
1380
TFR Capital
Texas
$644K +$19.4K +49 +3%
CBB
1381
Citizens Business Bank
California
$643K – – –
AP
1382
Americana Partners
Texas
$641K +$239K +605 +60%
RZH
1383
Relyea Zuckerberg Hanson
Connecticut
$640K -$48.3K -122 -7%
CA
1384
Cache Advisors
California
$635K – – –
ACS
1385
Archford Capital Strategies
Illinois
$635K -$45.9K -116 -7%
CP
1386
Canopy Partners
Ohio
$635K -$33.6K -85 -5%
AA
1387
Advisory Alpha
Michigan
$634K +$105K +265 +20%
OFS
1388
OneAscent Financial Services
Alabama
$633K -$26.5K -67 -4%
LRIA
1389
Leonard Rickey Investment Advisors
Washington
$631K -$40.4K -102 -6%
VDC
1390
Van Diest Capital
Iowa
$631K -$513K -1,295 -45%
DM
1391
Diversified Management
Wisconsin
$630K -$55.4K -140 -8%
AAS
1392
Ameritas Advisory Services
Nebraska
$629K +$180K +454 +40%
SFG
1393
Sunburst Financial Group
Alabama
$624K +$127K +321 +26%
RWM
1394
Rockline Wealth Management
New York
$623K – – –
SAI
1395
Systematic Alpha Investments
New Jersey
$622K – – –
MAWA
1396
Moss Adams Wealth Advisors
Washington
$620K +$22.6K +57 +4%
WA
1397
Waddell & Associates
Tennessee
$616K +$134K +339 +28%
SIA
1398
Spectrum Investment Advisors
Wisconsin
$615K +$613K +1,549 New
LSWP
1399
Liberty Square Wealth Partners
Pennsylvania
$615K -$90.2K -228 -13%
BHPW
1400
Beverly Hills Private Wealth
California
$612K -$446K -1,128 -42%
54 55
56
57 58