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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
1376
Legacy Edge Advisors
New York
$274K -$18.3K -88 -7%
FFA
1377
Fi3 Financial Advisors
Indiana
$272K +$238K +1,145 New
BCM
1378
Becker Capital Management
Oregon
$272K -$6.87K -33 -3%
TCOO
1379
Trust Company of Oklahoma
Oklahoma
$271K -$5K -24 -2%
WWM
1380
Wolff Wiese Magana
California
$271K +$197K +948 +502%
CIC
1381
Carnegie Investment Counsel
Ohio
$270K +$236K +1,135 New
BBA
1382
Baader Bank Aktiengesellschaft
Germany
$270K +$8.95K +43 +4%
PFM
1383
Patton Fund Management
Texas
$269K +$236K +1,131 New
BC
1384
Belmont Capital
California
$268K – – –
VC
1385
Veery Capital
Delaware
$268K -$1.87K -9 -0.8%
FMII
1386
Farmers & Merchants Investments Inc
Nebraska
$268K – – –
MWM
1387
Modern Wealth Management
Kansas
$268K -$31.2K -150 -12%
ML
1388
McAdam LLC
Pennsylvania
$268K +$234K +1,125 New
RCG
1389
Regatta Capital Group
California
$268K +$9.99K +48 +4%
CTA
1390
Colonial Trust Advisors
South Carolina
$267K +$229K +1,100 +5,000%
SFC
1391
SYM Financial Corp
Indiana
$267K +$233K +1,120 New
SWM
1392
Spire Wealth Management
Virginia
$265K -$248K -1,189 -50%
MCC
1393
Malaga Cove Capital
California
$264K -$5.21K -25 -2%
CW
1394
CreativeOne Wealth
Kansas
$263K +$16.2K +78 +8%
FB
1395
First Bancorp
Maine
$263K – – –
MAM
1396
McLean Asset Management
Virginia
$262K +$223K +1,069 New
HI
1397
Harbour Investments
Wisconsin
$262K -$10.2K -49 -4%
AL
1398
ADE LLC
Maryland
$262K – – –
BSB
1399
Bangor Savings Bank
Maine
$262K – – –
TFM
1400
TFC Financial Management
Massachusetts
$261K +$416 +2 +0.2%
54 55
56
57 58