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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
776
Perigon Wealth Management
California
$759K +$52.3K +312 +7%
STC
777
Sarah T. Connolly
$754K – – –
MPPLM
778
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$754K +$10.4K +62 +1%
SC
779
Saltoro Capital
Texas
$754K +$755K +4,500 New
ETC
780
Exchange Traded Concepts
Oklahoma
$751K +$137K +816 +22%
VCA
781
Verdence Capital Advisors
Maryland
$748K +$44.5K +265 +6%
RC
782
Reik & Co
New York
$731K – – –
MPW
783
MA Private Wealth
California
$730K +$731K +4,358 New
GAM
784
Garrison Asset Management
Arkansas
$725K +$29.7K +177 +4%
IA
785
Inspire Advisors
Idaho
$722K -$231K -1,377 -24%
AC
786
Alexandria Capital
Virginia
$716K – – –
LWM
787
Liberty Wealth Management
California
$713K +$649K +3,868 +989%
AWM
788
Altium Wealth Management
New York
$712K +$74.5K +444 +12%
B
789
Barings
North Carolina
$711K +$78.5K +468 +12%
SPC
790
Sigma Planning Corp
Michigan
$709K +$135K +805 +23%
HFG
791
Heron Financial Group
New York
$707K +$132K +785 +23%
MWPCG
792
Measured Wealth Private Client Group
New Hampshire
$704K +$407K +2,426 +137%
LNB
793
Ledyard National Bank
$702K -$10.7K -64 -2%
TF
794
TLWM Financial
Texas
$702K +$27.2K +162 +4%
UBG
795
United Bank (Georgia)
Georgia
$702K +$35.7K +213 +5%
EMG
796
ETF Managers Group
New Jersey
$689K +$34.7K +207 +5%
CWM
797
Circle Wealth Management
New Jersey
$687K -$291K -1,736 -30%
MS
798
Maven Securities
Jersey
$680K +$681K +4,061 New
IDBONY
799
Israel Discount Bank of New York
New York
$675K +$676K +4,030 New
CGL
800
Clarius Group LLC
Washington
$671K +$134K +798 +25%
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