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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
1676
Kuhn & Co Investment Counsel
Illinois
$268K – – –
OCBCO
1677
Oversea-Chinese Banking Corp (OCBC)
Singapore
$266K +$266K +837 New
TFIPS
1678
Towarzystwo Funduszy Inwestycyjnych PZU SA
$266K -$50.9K -160 -16%
OFO
1679
OneAscent Family Office
Alabama
$265K +$265K +832 New
IDA
1680
Intelligence Driven Advisers
California
$264K +$264K +831 New
SVWAG
1681
Sound View Wealth Advisors Group
Georgia
$263K -$32.5K -102 -11%
AIA
1682
Accelerate Investment Advisors
California
$263K -$20.4K -64 -7%
PWW
1683
Pettyjohn Wood & White
Virginia
$262K -$25.8K -81 -9%
WCM
1684
Washburn Capital Management
Florida
$262K – – –
WB
1685
Webster Bank
Connecticut
$262K +$87.5K +275 +50%
NIM
1686
Northeast Investment Management
Massachusetts
$262K – – –
FMP
1687
Financial Management Professionals
Texas
$262K -$43K -135 -14%
AWM
1688
Ariadne Wealth Management
California
$262K -$33.4K -105 -11%
SCP
1689
Sivia Capital Partners
California
$261K -$208K -654 -44%
AHC
1690
Adell Harriman & Carpenter
Texas
$261K – – –
IPW
1691
Inlet Private Wealth
Florida
$261K – – –
FFA
1692
Founders Financial Alliance
North Carolina
$260K +$260K +818 New
DT
1693
DV Trading
Illinois
$260K +$257K +807 +7,336%
LF
1694
Lee Financial
Texas
$260K – – –
RWM
1695
RKL Wealth Management
Pennsylvania
$259K +$955 +3 +0.4%
FWA
1696
FSM Wealth Advisors
Ohio
$259K +$259K +814 New
SFSG
1697
Sound Financial Strategies Group
Mississippi
$259K +$259K +813 New
4WM
1698
49 Wealth Management
Texas
$259K +$259K +813 New
EHC
1699
Everett Harris & Co
California
$258K -$10.5K -33 -4%
HC
1700
Hamilton Capital
Ohio
$257K -$25.1K -79 -9%
66 67
68
69 70