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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
701
Texas Bank & Trust
Texas
$1.93M +$2M +9,067 New
TWM
702
Trueblood Wealth Management
Ohio
$1.92M +$43.5K +197 +2%
EWM
703
Empirical Wealth Management
Washington
$1.91M +$458K +2,071 +30%
NW
704
NewEdge Wealth
Pennsylvania
$1.91M -$270K -1,223 -12%
SAM
705
Smartleaf Asset Management
Massachusetts
$1.9M +$202K +912 +11%
CSP
706
Cary Street Partners
Virginia
$1.9M +$1.98M +8,952 New
VFA
707
Voya Financial Advisors
Connecticut
$1.9M -$15K -68 -0.8%
DWM
708
Dakota Wealth Management
Florida
$1.89M +$46.4K +210 +2%
GIA
709
Gladstone Institutional Advisory
Florida
$1.88M +$32.1K +145 +2%
SIA
710
Schechter Investment Advisors
Michigan
$1.88M -$160K -722 -8%
PS
711
Principal Securities
Iowa
$1.87M +$196K +888 +11%
GI
712
GAMMA Investing
California
$1.84M +$92K +416 +5%
IA
713
IAM Advisory
Pennsylvania
$1.83M +$38.2K +173 +2%
PVI
714
Pine Valley Investments
New Jersey
$1.83M +$204K +923 +12%
TFS
715
Thoroughbred Financial Services
Tennessee
$1.82M -$69.4K -314 -4%
BOC
716
Barbara Oil Co
Illinois
$1.81M – – –
CFSG
717
Community Financial Services Group
Vermont
$1.8M +$187K +847 +11%
FFA
718
Fairfield Financial Advisors
Massachusetts
$1.79M +$3.98K +18 +0.2%
CPC
719
Consolidated Planning Corp
Georgia
$1.78M +$1.24M +5,613 +203%
MP
720
McDonald Partners
Ohio
$1.78M +$69.4K +314 +4%
CCC
721
Cincinnati Casualty Company
Ohio
$1.78M – – –
GWM
722
GDS Wealth Management
Texas
$1.77M +$1.4M +6,322 +314%
CAM
723
Carret Asset Management
New York
$1.76M +$22.1K +100 +1%
DLA
724
Douglas Lane & Associates
New York
$1.76M -$442K -1,999 -19%
PWS
725
Peterson Wealth Services
Utah
$1.73M +$69.2K +313 +4%
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