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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1576
West Family Investments
California
$417K +$157K +397 +61%
RCG
1577
Regatta Capital Group
California
$416K +$5.54K +14 +1%
MAG
1578
MRA Advisory Group
New Jersey
$411K – – –
EFSCE
1579
Enterprise Financial Services Corp (EFSC)
Missouri
$410K +$106K +267 +35%
AW
1580
Apricus Wealth
South Carolina
$410K – – –
LWM
1581
LightSquare Wealth Management
Michigan
$410K -$26.1K -66 -6%
GAAM
1582
Guinness Atkinson Asset Management
California
$407K – – –
CCM
1583
Crew Capital Management
Ohio
$407K -$1.39M -3,516 -77%
OA
1584
Operose Advisors
Wisconsin
$406K -$80.3K -203 -17%
BHC
1585
Bull Harbor Capital
Maryland
$406K +$35.6K +90 +10%
KBFS
1586
Kohmann Bosshard Financial Services
Ohio
$404K -$3.96K -10 -1%
AMPWP
1587
Alvarez & Marsal Private Wealth Partners
Florida
$402K -$296K -748 -42%
FCB
1588
First County Bank
Connecticut
$402K -$10.3K -26 -3%
BIA
1589
Beacon Investment Advisors
Maryland
$401K +$792 +2 +0.2%
RA
1590
Riverstone Advisors
Texas
$400K +$49.1K +124 +14%
LWM
1591
LeConte Wealth Management
Tennessee
$400K +$28.5K +72 +8%
VCM
1592
Virtue Capital Management
Tennessee
$399K +$102K +258 +35%
JTWM
1593
Jackson Thornton Wealth Management
Alabama
$399K +$125K +316 +46%
RBWA
1594
RFG - Bristol Wealth Advisors
Massachusetts
$399K +$396 +1 +0.1%
KW
1595
Keyvantage Wealth
Pennsylvania
$397K +$2.38K +6 +0.6%
BSL
1596
Blue Sparrow LLC
Delaware
$397K -$12M -30,400 -97%
BI
1597
Bramshill Investments
Florida
$397K -$99K -250 -20%
HCM
1598
Hall Capital Management
Rhode Island
$397K – – –
PVI
1599
Pura Vida Investments
New York
$397K – – –
FDCP
1600
Foster Dykema Cabot & Partners
Massachusetts
$396K – – –
62 63
64
65 66