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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1576
Regatta Capital Group
California
$329K -$19.4K -61 -6%
MAG
1577
MRA Advisory Group
New Jersey
$329K +$1.27K +4 +0.4%
AC
1578
Armistice Capital
New York
$329K +$329K +1,033 New
AW
1579
Apricus Wealth
South Carolina
$329K – – –
MEG
1580
Millstone Evans Group
Colorado
$328K +$11.5K +36 +4%
JSC
1581
Jackson Square Capital
California
$327K +$327K +1,028 New
GAAM
1582
Guinness Atkinson Asset Management
California
$326K – – –
KBFS
1583
Kohmann Bosshard Financial Services
Ohio
$326K +$10.8K +34 +3%
BPWM
1584
Badgley Phelps Wealth Managers
Washington
$326K +$326K +1,026 New
SRL
1585
Scientech Research LLC
New Jersey
$322K -$306K -963 -49%
AP
1586
Americana Partners
Texas
$321K +$79.2K +249 +33%
LA
1587
Lifeworks Advisors
Michigan
$321K -$8.59K -27 -3%
BIA
1588
Beacon Investment Advisors
Maryland
$321K +$1.27K +4 +0.4%
LA
1589
LVW Advisors
New York
$320K +$320K +1,007 New
AGWCA
1590
Annis Gardner Whiting Capital Advisors
Florida
$320K +$46.8K +147 +17%
RBWA
1591
RFG - Bristol Wealth Advisors
Massachusetts
$319K +$318 +1 +0.1%
PVI
1592
Pura Vida Investments
New York
$318K – – –
FDCP
1593
Foster Dykema Cabot & Partners
Massachusetts
$317K – – –
MUMSS
1594
Mitsubishi UFJ Morgan Stanley Securities
Japan
$317K +$29K +91 +10%
JCM
1595
Jacobi Capital Management
Pennsylvania
$317K -$2.23K -7 -0.7%
DMBA
1596
Deseret Mutual Benefit Administrators
Utah
$317K +$135K +423 +74%
CD
1597
Chapin Davis
Maryland
$317K -$11.1K -35 -3%
SWM
1598
Silverlake Wealth Management
Vermont
$316K -$4.46K -14 -1%
AP
1599
Advisortrust Partners
North Carolina
$316K +$31.2K +98 +11%
KW
1600
Keyvantage Wealth
Pennsylvania
$316K +$59.8K +188 +23%
62 63
64
65 66