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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Spire Wealth Management
Virginia
$696K -$39.4K -243 -5%
HLOC
802
H.L. Ormond & Company
North Carolina
$696K +$810 +5 +0.1%
DGAM
803
Desjardins Global Asset Management
Quebec, Canada
$691K -$13.4K -83 -2%
IDBONY
804
Israel Discount Bank of New York
New York
$690K +$4.86K +30 +0.7%
STAS
805
Strong Tower Advisory Services
Minnesota
$690K +$78.1K +482 +13%
SWM
806
Shelton Wealth Management
Texas
$687K – – –
TAM
807
Taurus Asset Management
New York
$683K -$60.8K -375 -8%
SS
808
Sunbelt Securities
Texas
$679K -$10.7K -66 -2%
CFG
809
Citizens Financial Group
Rhode Island
$672K +$354K +2,188 +116%
CCG
810
Cypress Capital Group
Florida
$671K +$93.5K +577 +17%
OWA
811
Outlook Wealth Advisors
Texas
$667K +$655K +4,043 New
CC
812
Corton Capital
Ontario, Canada
$665K +$652K +4,025 New
ACS
813
Archford Capital Strategies
Illinois
$664K +$171K +1,054 +34%
GFA
814
Gifford Fong Associates
California
$661K – – –
EP
815
Eudaimonia Partners
Tennessee
$660K +$648K +3,997 New
GSWM
816
Greenup Street Wealth Management
Michigan
$659K +$647K +3,992 New
CT
817
Caldwell Trust
Florida
$657K +$14.1K +87 +2%
SPC
818
Sigma Planning Corp
Michigan
$653K +$49.3K +304 +8%
HFG
819
Heron Financial Group
New York
$650K -$57.4K -354 -8%
LAM
820
LifePro Asset Management
California
$650K +$59.9K +370 +10%
IP
821
Investment Partners
Ohio
$646K +$2.43K +15 +0.4%
SFA
822
Semmax Financial Advisors
North Carolina
$643K -$80.5K -497 -11%
EGM
823
Engineers Gate Manager
New York
$638K -$9.29M -57,367 -94%
P
824
Pitcairn
Pennsylvania
$627K +$31.4K +194 +5%
FRM
825
Fox Run Management
Connecticut
$625K +$139K +860 +29%
31 32
33
34 35