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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
1526
Rossmore Private Capital
Connecticut
$367K – – –
BIA
1527
Bigelow Investment Advisors
Maine
$367K -$23.9K -75 -6%
TFM
1528
TFC Financial Management
Massachusetts
$366K -$39.5K -124 -10%
BPW
1529
BlueDoor Private Wealth
Massachusetts
$366K -$134K -420 -27%
LEA
1530
Legacy Edge Advisors
New York
$365K – – –
RPWA
1531
Regent Peak Wealth Advisors
Georgia
$364K +$18.1K +57 +5%
MFWP
1532
Mosaic Family Wealth Partners
Missouri
$363K +$363K +1,142 New
FWI
1533
Facet Wealth Inc
Maryland
$361K +$85.6K +269 +31%
BDLIB
1534
Banque de Luxembourg Investments (BLI)
Luxembourg
$360K – – –
TTWM
1535
TCV Trust & Wealth Management
Virginia
$359K -$17.5K -55 -5%
AAS
1536
Ameritas Advisory Services
Nebraska
$359K -$7.32K -23 -2%
CAI
1537
Capital Advisors Inc
Oklahoma
$359K +$359K +1,128 New
VC
1538
Veery Capital
Delaware
$359K +$318 +1 +0.1%
PAG
1539
Private Advisory Group
Washington
$359K +$115K +362 +47%
BLC
1540
Brown, Lisle/Cummings
Rhode Island
$358K -$16.2K -51 -4%
CTA
1541
Colonial Trust Advisors
South Carolina
$358K – – –
HB
1542
Horizon Bancorp
Indiana
$358K -$95.8K -301 -21%
USWIA
1543
UP Strategic Wealth Investment Advisors
Pennsylvania
$357K +$1.91K +6 +0.7%
JRSI
1544
Jeter Robert S II
$357K +$273K +858 New
VIM
1545
Vista Investment Management
Pennsylvania
$356K +$69.4K +218 +24%
MA
1546
MJP Associates
Connecticut
$352K +$33.1K +104 +10%
AL
1547
ADE LLC
Maryland
$350K – – –
LWM
1548
LightSquare Wealth Management
Michigan
$349K +$349K +1,097 New
HCM
1549
Hollencrest Capital Management
California
$348K -$6.04K -19 -2%
NA
1550
Note Advisors
New York
$347K +$318 +1 +0.1%
60 61
62
63 64