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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1851
Bell Investment Advisors
California
$151K +$955 +3 +0.6%
LCM
1852
Laurion Capital Management
New York
$148K +$148K +466 New
MSWM
1853
Mowery & Schoenfeld Wealth Management
Illinois
$148K -$2.86K -9 -2%
BGAI
1854
Bruce G. Allen Investments
Colorado
$146K -$51.9K -163 -26%
TWM
1855
Tripletail Wealth Management
Florida
$145K -$14.6K -46 -9%
SC
1856
SouthState Corp
Florida
$144K +$11.8K +37 +9%
CPG
1857
Cornerstone Planning Group
New Jersey
$142K +$12.1K +38 +12%
KFAS
1858
Keating Financial Advisory Services
Kansas
$142K -$57.3K -180 -29%
EWP
1859
Elevation Wealth Partners
California
$142K – – –
CMBA
1860
C.M. Bidwell & Associates
Hawaii
$139K +$139K +437 New
HA
1861
Heartland Advisors
Wisconsin
$138K – – –
FFO
1862
Fortitude Family Office
Arizona
$138K +$16.9K +53 +14%
ADL
1863
Asset Dedication LLC
California
$137K -$32.5K -102 -19%
SWP
1864
Strategic Wealth Partners
Ohio
$137K +$64.3K +202 +88%
OCWP
1865
Owl Creek Wealth Partners
Colorado
$137K +$137K +431 New
GSEP
1866
Golden State Equity Partners
California
$137K -$169K -532 -55%
QAM
1867
Q3 Asset Management
Michigan
$132K +$133K +417 New
GKIM
1868
GW&K Investment Management
Massachusetts
$128K +$43.6K +137 +52%
TC
1869
Truvestments Capital
Florida
$128K +$108K +339 +538%
EWM
1870
Evermay Wealth Management
Virginia
$128K +$10.5K +33 +9%
WAU
1871
Wellington-Altus USA
Manitoba, Canada
$127K -$7.32K -23 -7%
HIIFS
1872
Harel Insurance Investments & Financial Services
Israel
$127K +$127K +400 New
BHWM
1873
Bay Harbor Wealth Management
Maryland
$126K -$33.1K -104 -21%
JWA
1874
JFS Wealth Advisors
Pennsylvania
$125K +$636 +2 +0.5%
UCB
1875
United Community Bank
South Carolina
$124K +$46.5K +146 +60%
73 74
75
76 77