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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1501
United Advisor Group
Ohio
$283K +$32.7K +130 +14%
GAAM
1502
Guinness Atkinson Asset Management
California
$283K – – –
MCM
1503
Mengis Capital Management
Oregon
$282K – – –
JMA
1504
J.M. Arbour
Maine
$281K +$260K +1,036 New
LA
1505
Lifeworks Advisors
Michigan
$281K -$4.02K -16 -2%
AW
1506
Apricus Wealth
South Carolina
$280K -$20.9K -83 -7%
TWP
1507
Triad Wealth Partners
Kansas
$280K +$259K +1,032 New
TAM
1508
Tucker Asset Management
Colorado
$280K -$26.9K -107 -9%
WFA
1509
Websterrogers Financial Advisors
South Carolina
$280K – – –
MAG
1510
MRA Advisory Group
New Jersey
$279K -$2.51K -10 -1%
CD
1511
Chapin Davis
Maryland
$279K -$8.79K -35 -3%
USWIA
1512
UP Strategic Wealth Investment Advisors
Pennsylvania
$278K +$4.77K +19 +2%
OA
1513
Operose Advisors
Wisconsin
$277K -$2.51K -10 -1%
CIAS
1514
Capital Investment Advisory Services
North Carolina
$276K +$4.02K +16 +2%
FWI
1515
Facet Wealth Inc
Maryland
$275K +$218K +866 New
SWM
1516
Silverlake Wealth Management
Vermont
$273K +$2.76K +11 +1%
QFW
1517
QTR Family Wealth
Florida
$273K +$211K +840 New
BIA
1518
Beacon Investment Advisors
Maryland
$272K +$2.26K +9 +0.9%
RBWA
1519
RFG - Bristol Wealth Advisors
Massachusetts
$272K +$251 +1 +0.1%
JCM
1520
Jacobi Capital Management
Pennsylvania
$272K +$10.8K +43 +4%
MA
1521
MJP Associates
Connecticut
$272K +$28.6K +114 +13%
BI
1522
Bramshill Investments
Florida
$271K -$2.26M -9,000 -90%
PVI
1523
Pura Vida Investments
New York
$271K +$251K +1,000 New
FDCP
1524
Foster Dykema Cabot & Partners
Massachusetts
$270K – – –
TFIPS
1525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$270K -$1.26K -5 -0.5%
59 60
61
62 63