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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
801
Cornerstone National Bank & Trust
Illinois
$2.92M -$122K -382 -4%
WFC
802
Western Financial Corp
California
$2.92M +$2.92M +9,168 New
MWM
803
Mattern Wealth Management
Kansas
$2.91M -$63K -198 -2%
ECM
804
Estabrook Capital Management
New York
$2.91M +$2.86K +9 +0.1%
OL
805
one8zero8 LLC
North Carolina
$2.88M -$15.9K -50 -0.5%
LF
806
Lantz Financial
Illinois
$2.88M -$115K -362 -4%
PWS
807
Peterson Wealth Services
Utah
$2.87M -$36.6K -115 -1%
NL
808
NWAM LLC
Washington
$2.86M +$2.45M +7,692 +599%
OF
809
Optimize Financial
California
$2.82M +$1.02M +3,192 +56%
TVWM
810
Tower View Wealth Management
Wisconsin
$2.82M -$33.7K -106 -1%
FAM
811
Fred Alger Management
New York
$2.8M +$2.8M +8,803 New
MPPLM
812
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.79M -$83.7K -263 -3%
VA
813
VestGen Advisors
Illinois
$2.78M +$1.2M +3,772 +133%
AIA
814
AIMZ Investment Advisors
California
$2.77M -$187K -588 -6%
CC
815
Cornerstone Capital
California
$2.75M +$2.2M +6,925 +400%
BF
816
BOK Financial
Oklahoma
$2.72M +$17.5K +55 +0.6%
BOC
817
Barbara Oil Co
Illinois
$2.7M – – –
CPC
818
Consolidated Planning Corp
Georgia
$2.68M +$2.38M +7,493 +811%
AC
819
AlphaCore Capital
California
$2.68M -$207K -650 -7%
ACM
820
Advisors Capital Management
New Jersey
$2.67M +$101K +318 +4%
RWM
821
Ritholtz Wealth Management
New York
$2.66M +$293K +920 +12%
CCC
822
Cincinnati Casualty Company
Ohio
$2.66M – – –
PVI
823
Pine Valley Investments
New Jersey
$2.65M -$29.9K -94 -1%
LWAM
824
Legacy Wealth Asset Management
Minnesota
$2.64M -$25.5K -80 -1%
OCA
825
OpenArc Corporate Advisory
Georgia
$2.64M +$1.24M +3,893 +88%
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