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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1476
TwinBeech Capital
New York
$399K +$399K +1,253 New
MBTD
1477
Mechanics Bank - Trust Department
California
$398K – – –
CCP
1478
Cushing Capital Partners
Wisconsin
$398K +$398K +1,251 New
SFG
1479
Sunburst Financial Group
Alabama
$398K -$15K -47 -4%
BI
1480
Bramshill Investments
Florida
$398K +$79.5K +250 +25%
DCM
1481
Donaldson Capital Management
Indiana
$397K +$955 +3 +0.2%
PPW
1482
Parcion Private Wealth
Washington
$396K +$12.1K +38 +3%
RWM
1483
Riverbend Wealth Management
South Carolina
$396K +$8.59K +27 +2%
CF
1484
Convergence Financial
Missouri
$396K -$30.2K -95 -7%
SAM
1485
Seelaus Asset Management
New Jersey
$396K +$396K +1,244 New
FB
1486
First Bancorp
Maine
$395K -$7K -22 -2%
MFIM
1487
Mesirow Financial Investment Management
Illinois
$394K +$1.27K +4 +0.3%
CAL
1488
Capital Advisors Ltd
Ohio
$394K – – –
CC
1489
Courier Capital
New York
$394K +$88.5K +278 +29%
VV
1490
Verity & Verity
South Carolina
$394K – – –
DWS
1491
Dynamic Wealth Strategies
California
$393K +$1.91K +6 +0.5%
BCG
1492
Breakwater Capital Group
New Jersey
$393K – – –
CH
1493
Cromwell Holdings
Wyoming
$390K – – –
MBT
1494
Montecito Bank & Trust
California
$390K +$7.64K +24 +2%
AIM
1495
AMI Investment Management
Indiana
$390K -$55.7K -175 -13%
RIG
1496
Renaissance Investment Group
Massachusetts
$390K – – –
OA
1497
Operose Advisors
Wisconsin
$389K +$64.6K +203 +20%
TWP
1498
Triad Wealth Partners
Kansas
$388K +$59.8K +188 +18%
EIG
1499
Ellenbecker Investment Group
Wisconsin
$388K +$82.1K +258 +27%
WPW
1500
Waldron Private Wealth
Pennsylvania
$387K +$129K +404 +50%
58 59
60
61 62