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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
726
Harrison & Co Wealth Management
Virginia
$832K +$19.5K +124 +2%
FPF
727
First Pacific Financial
Washington
$830K +$15.6K +99 +2%
HWM
728
HB Wealth Management
Georgia
$829K +$349K +2,219 +64%
DAS
729
Dynamic Advisor Solutions
Arizona
$827K +$27.2K +173 +3%
SS
730
Simplicity Solutions
Minnesota
$819K +$170K +1,083 +24%
AAS
731
Avantax Advisory Services
Texas
$818K +$207K +1,314 +31%
PIM
732
Penobscot Investment Management
Massachusetts
$817K +$367K +2,329 +71%
WI
733
Wahed Invest
New York
$816K -$92.6K -588 -10%
CFA
734
CWS Financial Advisors
Michigan
$813K -$52.9K -336 -6%
TAM
735
Trust Asset Management
Texas
$810K +$24.1K +153 +3%
NW
736
NewEdge Wealth
Pennsylvania
$808K +$366K +2,323 +72%
FHA
737
Flagship Harbor Advisors
Massachusetts
$805K -$5.35K -34 -0.6%
CFM
738
Coronation Fund Managers
South Africa
$798K +$71.8K +456 +9%
PCM
739
Prelude Capital Management
New York
$796K +$858K +5,447 New
PWM
740
Perigon Wealth Management
California
$788K -$63.1K -401 -7%
SAM
741
Synergy Asset Management
Washington
$784K +$161K +1,024 +24%
BRWM
742
B. Riley Wealth Management
Tennessee
$783K +$843K +5,357 New
FA
743
Financial Advisors
Massachusetts
$780K – – –
HPC
744
HM Payson & Co
Maine
$780K – – –
HBT
745
Hills Bank & Trust
Iowa
$778K +$148K +941 +21%
CPWA
746
Cerro Pacific Wealth Advisors
California
$777K -$96.3K -612 -10%
MGIA
747
Moneta Group Investment Advisors
Missouri
$777K +$261K +1,656 +45%
EL
748
ERN LLC
Delaware
$774K +$834K +5,300 New
FMAEN1
749
Fund Management at Engine No 1
California
$772K +$132K +837 +19%
WB
750
WesBanco Bank
West Virginia
$772K +$164K +1,042 +25%
28 29
30
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