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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
776
Strategic Wealth Partners
Ohio
$26K – – –
PWMG
777
Prestige Wealth Management Group
New Jersey
$26K +$26K +301 New
LFA
778
Legacy Financial Advisors
Kentucky
$25K +$25.3K +293 +9,767%
EFSCE
779
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$9.34K -108 -28%
PHK
780
Point72 Hong Kong
Hong Kong
$24K -$7.35K -85 -23%
BCA
781
Bray Capital Advisors
Florida
$24K -$1.99K -23 -8%
SIAS
782
Shine Investment Advisory Services
Colorado
$24K +$10.9K +126 +85%
SFG
783
SevenBridge Financial Group
Pennsylvania
$23K -$1.16M -13,419 -98%
WAM
784
Wakefield Asset Management
Colorado
$23K -$292K -3,375 -93%
FMTCOCP
785
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
MWM
786
Mascoma Wealth Management
New Hampshire
$23K – – –
CYG
787
Clean Yield Group
Vermont
$23K +$22.9K +265 New
CAC
788
Certified Advisory Corp
Florida
$22K – – –
DBT
789
Dubuque Bank & Trust
Iowa
$22K – – –
WANY
790
Wealthspire Advisors (New York)
New York
$21K +$21.6K +250 New
PCP
791
Proficio Capital Partners
Massachusetts
$20K -$11.7K -135 -36%
CJA
792
C-J Advisory
California
$20K – – –
OAJ
793
Ogorek Anthony Joseph
New York
$20K – – –
ONST
794
Old North State Trust
North Carolina
$20K +$86 +1 +0.4%
FCA
795
FinTrust Capital Advisors
South Carolina
$20K +$20.4K +236 New
JCM
796
Jacobi Capital Management
Pennsylvania
$19K +$86 +1 +0.4%
MUS
797
Mitsubishi UFJ Securities
Japan
$17K -$61.4K -710 -78%
WA
798
WealthTrust-Arizona
Arizona
$17K -$2.42K -28 -12%
ESB
799
Essex Savings Bank
Connecticut
$17K +$17K +197 New
BCA
800
Berman Capital Advisors
Georgia
$17K +$18K +208 New
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