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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1601
Riverstone Advisors
Texas
$400K +$49.1K +124 +14%
LWM
1602
LeConte Wealth Management
Tennessee
$400K +$28.5K +72 +8%
VCM
1603
Virtue Capital Management
Tennessee
$399K +$102K +258 +35%
JTWM
1604
Jackson Thornton Wealth Management
Alabama
$399K +$125K +316 +46%
RBWA
1605
RFG - Bristol Wealth Advisors
Massachusetts
$399K +$396 +1 +0.1%
KW
1606
Keyvantage Wealth
Pennsylvania
$397K +$2.38K +6 +0.6%
BSL
1607
Blue Sparrow LLC
Delaware
$397K -$12M -30,400 -97%
BI
1608
Bramshill Investments
Florida
$397K -$99K -250 -20%
HCM
1609
Hall Capital Management
Rhode Island
$397K – – –
PVI
1610
Pura Vida Investments
New York
$397K – – –
FDCP
1611
Foster Dykema Cabot & Partners
Massachusetts
$396K – – –
EP
1612
Edgestream Partners
New Jersey
$396K +$395K +997 New
5NPW
1613
55 North Private Wealth
Florida
$393K +$79.6K +201 +25%
TC
1614
TownSquare Capital
Utah
$391K +$40.8K +103 +12%
EA
1615
Everpar Advisors
Oklahoma
$390K +$17.4K +44 +5%
CCMG
1616
Connecticut Capital Management Group
Connecticut
$390K – – –
IDA
1617
Intelligence Driven Advisers
California
$389K +$59K +149 +18%
SWM
1618
Silverlake Wealth Management
Vermont
$388K -$6.73K -17 -2%
KFGK
1619
Keystone Financial Group (Kentucky)
Kentucky
$388K +$47.1K +119 +14%
SC
1620
Scotia Capital
Ontario, Canada
$388K -$118K -298 -23%
TFIPS
1621
Towarzystwo Funduszy Inwestycyjnych PZU SA
$388K +$55.8K +141 +17%
MAM
1622
McLean Asset Management
Virginia
$387K -$5.14K -13 -1%
HWA
1623
Heritage Wealth Advisors
Virginia
$387K +$119K +300 +45%
RIL
1624
Rothschild Investment LLC
Illinois
$386K +$16.6K +42 +5%
BMC
1625
Beaton Management Company
Massachusetts
$384K +$78.8K +199 +26%
63 64
65
66 67