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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
826
Monumental Financial Group
Maryland
$1.16M -$138K -646 -11%
DJSG
827
D.J. St. Germain
Massachusetts
$1.16M -$4.05K -19 -0.4%
SFA
828
Semmax Financial Advisors
North Carolina
$1.16M +$91.1K +427 +9%
DWT
829
Dorsey & Whitney Trust
South Dakota
$1.16M +$169K +794 +19%
SWA
830
Stratos Wealth Advisors
Ohio
$1.16M -$1.05M -4,930 -49%
DA
831
Dillon & Associates
Michigan
$1.15M -$9.18K -43 -0.8%
WANY
832
Wealthspire Advisors (New York)
New York
$1.15M -$160K -749 -13%
EWM
833
EPG Wealth Management
Georgia
$1.15M -$1M -4,698 Closed
MWA
834
Meridian Wealth Advisors
Texas
$1.14M +$4.27K +20 +0.4%
EWA
835
EP Wealth Advisors
California
$1.14M +$97.5K +457 +10%
CI
836
CX Institutional
Indiana
$1.13M -$12.6K -59 -1%
SA
837
SRN Advisors
Pennsylvania
$1.12M – – –
FHA
838
First Horizon Advisors
Tennessee
$1.12M -$19.6K -92 -2%
HG
839
Harbor Group
New Hampshire
$1.12M – – –
GL
840
Graypoint LLC
New York
$1.11M +$91.3K +428 +10%
BWM
841
Baron Wealth Management
Michigan
$1.11M -$29.7K -139 -3%
NLGIA
842
Nippon Life Global Investors Americas
New York
$1.1M +$1.03M +4,830 New
LIM
843
Leavell Investment Management
Alabama
$1.1M +$640 +3 +0.1%
CRI
844
Commonwealth Retirement Investments
Virginia
$1.1M -$5.76K -27 -0.6%
IWM
845
IHT Wealth Management
Illinois
$1.1M +$39K +183 +4%
SC
846
Syon Capital
California
$1.09M +$65.9K +309 +7%
ORC
847
O'Rourke & Company
Massachusetts
$1.09M – – –
FFO
848
Fiduciary Family Office
Florida
$1.08M -$213 -1 -0%
SFG
849
SevenBridge Financial Group
Pennsylvania
$1.08M – – –
AM
850
Account Management
Massachusetts
$1.08M -$85.3K -400 -8%
32 33
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35 36