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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$216K +$217K +1,851 New
MWM
802
Mission Wealth Management
California
$215K +$351 +3 +0.2%
TI
803
Tidal Investments
Wisconsin
$215K +$22.2K +190 +12%
HW
804
Hancock Whitney
Mississippi
$213K -$2.81K -24 -1%
HCP
805
Hexagon Capital Partners
Arkansas
$213K +$211K +1,806 New
BAM
806
Berkshire Asset Management
Pennsylvania
$211K +$8.08K +69 +4%
WIP
807
Wellesley Investment Partners
Massachusetts
$210K -$35K -299 -14%
CA
808
Claro Advisors
Massachusetts
$209K -$4.8K -41 -2%
MSA
809
Marino Stram & Associates
Massachusetts
$209K – – –
WA
810
Wealth Alliance
New York
$209K +$9.95K +85 +5%
MWPCG
811
Measured Wealth Private Client Group
New Hampshire
$209K +$209K +1,789 New
OPS
812
Orion Portfolio Solutions
Nebraska
$208K -$6.91K -59 -3%
PFA
813
Pathway Financial Advisors
Vermont
$208K – – –
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$207K -$936 -8 -0.4%
WTC
815
WhitTier Trust Company
Nevada
$206K -$1.05K -9 -0.5%
PWM
816
PRW Wealth Management
Massachusetts
$206K – – –
GLA
817
Good Life Advisors
Pennsylvania
$205K -$7.38K -63 -3%
KP
818
Keel Point
Alabama
$205K +$205K +1,752 New
MCAI
819
Members Capital Advisors Inc
Wisconsin
$205K +$206K +1,760 New
SWM
820
SeaCrest Wealth Management
New York
$202K -$183K -1,565 -47%
GTAM
821
Global Trust Asset Management
Florida
$202K – – –
SAG
822
Spotlight Asset Group
Illinois
$201K -$24.8K -212 -11%
GCM
823
Gables Capital Management
Florida
$198K – – –
EP
824
Eudaimonia Partners
Tennessee
$198K +$24.8K +212 +14%
PL
825
Perpetual Ltd
Australia
$194K – – –
31 32
33
34 35