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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1426
JM2 Capital
Oklahoma
$445K -$3.82K -12 -0.9%
RG
1427
Rathbones Group
United Kingdom
$444K +$31.8K +100 +8%
BIA
1428
Benchmark Investment Advisors
Illinois
$443K +$444K +1,394 New
EPW
1429
Endeavor Private Wealth
Kansas
$443K +$9.54K +30 +2%
EAN
1430
Excelsior Advisor Network
Colorado
$442K +$442K +1,389 New
EAM
1431
Empirical Asset Management
Massachusetts
$440K -$1.27K -4 -0.3%
DE
1432
Diversified Enterprises
Delaware
$439K -$20K -63 -4%
CP
1433
Cumberland Partners
Ontario, Canada
$439K +$104K +327 +31%
WMA
1434
Wealth Management Associates
New Jersey
$438K – – –
PA
1435
Procyon Advisors
Connecticut
$438K +$38.2K +120 +10%
PWAM
1436
Private Wealth Asset Management
Iowa
$438K -$955 -3 -0.2%
CAM
1437
Cozad Asset Management
Illinois
$435K – – –
SIA
1438
Sovereign Investment Advisors
Arizona
$435K +$435K +1,368 New
MKA
1439
M. Kulyk & Associates
Georgia
$435K – – –
PCA
1440
Peddock Capital Advisors
Massachusetts
$435K – – –
OL
1441
OneFund LLC
Florida
$433K -$20.4K -64 -5%
VAM
1442
Virtue Asset Management
Illinois
$430K -$45.2K -142 -10%
KA
1443
Klingman & Associates
New York
$429K +$6.04K +19 +1%
DIM
1444
Delta Investment Management
California
$427K -$2.23K -7 -0.5%
GFP
1445
Gryphon Financial Partners
Ohio
$427K +$89.4K +281 +26%
MWA
1446
Midland Wealth Advisors
Illinois
$427K -$11.8K -37 -3%
CI
1447
Corient IA
Florida
$426K -$50.9K -160 -11%
MSA
1448
Marino Stram & Associates
Massachusetts
$425K +$36.6K +115 +9%
MCCP
1449
Mission Creek Capital Partners
California
$423K +$144K +452 +51%
AA
1450
Advisory Alpha
Michigan
$423K -$64.3K -202 -13%
56 57
58
59 60