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ADAM

Adamas Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$43K +$635 +56 +1%
IA
152
IFP Advisors
Florida
$42K
FTDI
153
First Trust Direct Indexing
Massachusetts
$41K
AWE
154
Avidian Wealth Enterprises
Texas
$40K
LI
155
LVZ Inc
Michigan
$39K
US Bancorp
156
US Bancorp
Minnesota
$39K
NA
157
NewEdge Advisors
Louisiana
$39K +$1.16K +102 +3%
NFSG
158
Newbridge Financial Services Group
Florida
$38K +$46.5K +4,100 New
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$36K +$43.1K +3,800 New
TWM
160
Triton Wealth Management
Arizona
$35K
HighTower Advisors
161
HighTower Advisors
Illinois
$35K +$397 +35 +1%
Franklin Resources
162
Franklin Resources
California
$35K +$2.06K +182 +5%
GRP
163
Global Retirement Partners
California
$34K -$533 -47 -1%
TC
164
TownSquare Capital
Utah
$34K +$45 +4 +0.1%
GWSG
165
GPS Wealth Strategies Group
Colorado
$33K
Vanguard Personalized Indexing Management
166
Vanguard Personalized Indexing Management
California
$33K +$1.44K +127 +4%
SRC
167
Sage Rhino Capital
California
$33K +$3.91K +345 +11%
YIH
168
Y-Intercept (HK)
Hong Kong
$32.1K +$38.9K +3,429 New
API
169
Advisor Partners II
California
$31K +$37.4K +3,294 New
WFA
170
Wipfli Financial Advisors
Wisconsin
$30K +$34.4K +3,037 New
GAM
171
Gotham Asset Management
New York
$29K +$35.6K +3,137 New
PAG
172
Private Advisor Group
New Jersey
$28K +$408 +36 +1%
PFO
173
Pathstone Family Office
New Jersey
$27.4K +$1.77K +156 +6%
QCG
174
Quadrant Capital Group
Ohio
$27K -$125 -11 -0.4%
APA
175
American Portfolios Advisors
New York
$26.4K +$2.83K +250 +10%