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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1401
TCV Trust & Wealth Management
Virginia
$291K – – –
CC
1402
Courier Capital
New York
$291K +$27.2K +113 +11%
RF
1403
Roxbury Financial
New Jersey
$291K +$721 +3 +0.3%
LIP
1404
Lighthouse Investment Partners
Florida
$290K -$239K -993 -46%
BM
1405
Berman McAleer
Maryland
$290K +$283K +1,179 New
CW
1406
CreativeOne Wealth
Kansas
$290K +$17.3K +72 +7%
BLC
1407
Brown, Lisle/Cummings
Rhode Island
$289K – – –
WWM
1408
Wolff Wiese Magana
California
$289K +$9.62K +40 +4%
WC
1409
Waterloo Capital
Texas
$289K -$9.86K -41 -3%
PCA
1410
Purkiss Capital Advisors
Connecticut
$288K +$481 +2 +0.2%
HCM
1411
Howland Capital Management
Massachusetts
$288K +$69.7K +290 +33%
CIA
1412
Capital Investment Advisors
Georgia
$288K -$240 -1 -0.1%
TAFW
1413
Tred Avon Family Wealth
Maryland
$287K +$281K +1,170 New
ML
1414
McAdam LLC
Pennsylvania
$286K +$9.86K +41 +4%
RPC
1415
Rossmore Private Capital
Connecticut
$284K – – –
LOAMU
1416
Lombard Odier Asset Management (USA)
New York
$284K +$277K +1,154 New
FCB
1417
First County Bank
Connecticut
$283K -$3.85K -16 -1%
LEA
1418
Legacy Edge Advisors
New York
$282K -$1.2K -5 -0.4%
AR
1419
Apeiron RIA
Texas
$281K +$240 +1 +0.1%
TAM
1420
Tucker Asset Management
Colorado
$280K -$7.69K -32 -3%
GWM
1421
Gitterman Wealth Management
New Jersey
$280K +$274K +1,138 New
TCOO
1422
Trust Company of Oklahoma
Oklahoma
$280K – – –
FFA
1423
Fi3 Financial Advisors
Indiana
$280K -$1.68K -7 -0.6%
WAG
1424
Winthrop Advisory Group
Massachusetts
$279K +$44K +183 +19%
PFM
1425
Patton Fund Management
Texas
$278K – – –
55 56
57
58 59