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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
1751
Caitong International Asset Management
Hong Kong
$76.5K +$70.6K +281 +28,100%
SIS
1752
Sound Income Strategies
Florida
$75.3K +$22.4K +89 +55%
C
1753
Covestor
United Kingdom
$75K +$8.54K +34 +14%
KC
1754
Knuff & Co
California
$74.6K – – –
OP
1755
ORG Partners
Indiana
$74K +$3.27K +13 +5%
TFGT
1756
TS Financial Group (TSFG)
Illinois
$74K – – –
HIW
1757
Holos Integrated Wealth
Pennsylvania
$73.4K – – –
PB
1758
Pinnacle Bancorp
Nebraska
$72.4K – – –
KFI
1759
Key Financial Inc
Pennsylvania
$72.1K – – –
GKIM
1760
GW&K Investment Management
Massachusetts
$72K +$2.51K +10 +4%
PSB
1761
Piscataqua Savings Bank
New Hampshire
$69.7K +$18.8K +75 +41%
SHIM
1762
Stone House Investment Management
Pennsylvania
$69.2K -$251 -1 -0.4%
USB
1763
Union Savings Bank
Connecticut
$68.3K +$63.3K +252 New
UCB
1764
United Community Bank
South Carolina
$66.4K – – –
B
1765
Bayban
Minnesota
$66.2K +$61.3K +244 New
PS
1766
Pinney & Scofield
Massachusetts
$65.4K -$1.76K -7 -3%
PB
1767
Prosperity Bancshares
Texas
$65.4K +$60.5K +241 New
CWM
1768
Copia Wealth Management
Oregon
$64K – – –
SWP
1769
Strategic Wealth Partners
Ohio
$62.4K – – –
SEP
1770
Signature Equity Partners
Ohio
$61.5K +$57K +227 New
DCM
1771
Disciplina Capital Management
Tennessee
$56.3K -$3.77K -15 -7%
SA
1772
Strategic Advocates
Utah
$55K – – –
MTIC
1773
Missouri Trust & Investment Company
Missouri
$54.2K – – –
CYG
1774
Clean Yield Group
Vermont
$53.2K – – –
LAS
1775
Lloyd Advisory Services
Georgia
$52.9K +$49K +195 New
69 70
71
72 73