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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1776
Flywheel Private Wealth
California
$224K +$224K +703 New
MNBTD
1777
Moody National Bank Trust Division
Texas
$222K +$222K +698 New
FG
1778
Foster Group
Iowa
$220K -$159K -500 -42%
BB
1779
Busey Bank
Illinois
$220K -$32.1K -101 -13%
OWM
1780
Omnitrust Wealth Management
Florida
$220K -$64.3K -202 -23%
PWG
1781
Portside Wealth Group
Utah
$220K +$220K +690 New
IPW
1782
Impact Partnership Wealth
Georgia
$219K -$128K -403 -37%
KAM
1783
Knightsbridge Asset Management
California
$218K +$218K +686 New
CWM
1784
Calamos Wealth Management
Illinois
$217K -$16.6M -52,294 -99%
HM
1785
Harvest Management
New York
$217K +$217K +681 New
ANBT
1786
American National Bank & Trust
Texas
$216K +$73.8K +232 +52%
CWM
1787
Concentrum Wealth Management
California
$215K +$215K +677 New
NWM
1788
Northwest Wealth Management
Iowa
$215K +$215K +676 New
HNB
1789
Hilltop National Bank
Wyoming
$215K +$75.4K +237 +54%
HBT
1790
Heartland Bank & Trust
Illinois
$215K +$215K +675 New
SOW
1791
State of Wyoming
Wyoming
$214K +$214K +674 New
OKSA
1792
O'Keefe Stevens Advisory
New York
$214K +$214K +673 New
HWA
1793
Heritage Wealth Advisors
Virginia
$214K +$92.3K +290 +76%
SVCP
1794
Silicon Valley Capital Partners
California
$214K +$8.59K +27 +4%
RFP
1795
Root Financial Partners
California
$213K +$15.9K +50 +8%
LFM
1796
LGT Fund Management
Liechtenstein
$212K -$389K -1,223 -65%
1IA
1797
1620 Investment Advisors
Massachusetts
$212K -$1.59K -5 -0.7%
BHBT
1798
Burke & Herbert Bank & Trust
Virginia
$212K +$212K +665 New
LA
1799
LexAurum Advisors
Kansas
$211K +$212K +665 New
SWA
1800
SOA Wealth Advisors
New York
$209K +$636 +2 +0.3%
70 71
72
73 74