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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
801
Western Financial Corp
California
$2.92M +$2.92M +9,168 New
MWM
802
Mattern Wealth Management
Kansas
$2.91M -$63K -198 -2%
ECM
803
Estabrook Capital Management
New York
$2.91M +$2.86K +9 +0.1%
OL
804
one8zero8 LLC
North Carolina
$2.88M -$15.9K -50 -0.5%
LF
805
Lantz Financial
Illinois
$2.88M -$115K -362 -4%
PWS
806
Peterson Wealth Services
Utah
$2.87M -$36.6K -115 -1%
NL
807
NWAM LLC
Washington
$2.86M +$2.45M +7,692 +599%
OF
808
Optimize Financial
California
$2.82M +$1.02M +3,192 +56%
TVWM
809
Tower View Wealth Management
Wisconsin
$2.82M -$33.7K -106 -1%
FAM
810
Fred Alger Management
New York
$2.8M +$2.8M +8,803 New
MPPLM
811
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.79M -$83.7K -263 -3%
VA
812
VestGen Advisors
Illinois
$2.78M +$1.2M +3,772 +133%
AIA
813
AIMZ Investment Advisors
California
$2.77M -$187K -588 -6%
CC
814
Cornerstone Capital
California
$2.75M +$2.2M +6,925 +400%
BF
815
BOK Financial
Oklahoma
$2.72M +$17.5K +55 +0.6%
BOC
816
Barbara Oil Co
Illinois
$2.7M – – –
CPC
817
Consolidated Planning Corp
Georgia
$2.68M +$2.38M +7,493 +811%
AC
818
AlphaCore Capital
California
$2.68M -$207K -650 -7%
ACM
819
Advisors Capital Management
New Jersey
$2.67M +$101K +318 +4%
RWM
820
Ritholtz Wealth Management
New York
$2.66M +$293K +920 +12%
CCC
821
Cincinnati Casualty Company
Ohio
$2.66M – – –
PVI
822
Pine Valley Investments
New Jersey
$2.65M -$29.9K -94 -1%
LWAM
823
Legacy Wealth Asset Management
Minnesota
$2.64M -$25.5K -80 -1%
OCA
824
OpenArc Corporate Advisory
Georgia
$2.64M +$1.24M +3,893 +88%
PCIA
825
Prime Capital Investment Advisors
Kansas
$2.61M +$166K +522 +7%
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