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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
851
Mission Creek Capital Partners
California
$490K -$7.4K -47 -1%
TNA
852
True North Advisors
Texas
$488K +$43.5K +276 +9%
HWMG
853
Hurlow Wealth Management Group
Indiana
$487K – – –
APA
854
American Portfolios Advisors
New York
$487K -$6.77K -43 -1%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$483K -$5.67K -36 -1%
DDC
856
DF Dent & Co
Maryland
$483K +$34.3K +218 +7%
ZCA
857
Zeke Capital Advisors
Pennsylvania
$483K +$51.8K +329 +11%
GIA
858
Gladstone Institutional Advisory
Florida
$482K -$329K -2,092 -39%
AWM
859
Axxcess Wealth Management
California
$482K +$329K +2,087 +172%
STA
860
Summit Trail Advisors
New York
$480K +$8.97K +57 +2%
AC
861
Avestar Capital
New York
$474K +$79.8K +507 +19%
MS
862
Maven Securities
Jersey
$473K +$189K +1,202 +59%
MMA
863
Miracle Mile Advisors
California
$472K -$787 -5 -0.2%
CG
864
Caprock Group
Idaho
$472K +$108K +689 +27%
TYCC
865
Texas Yale Capital Corp
Florida
$471K +$11K +70 +2%
JMFC
866
J.M. Forbes & Co
Massachusetts
$470K -$37K -235 -7%
CFS
867
Capital Financial Services
New York
$470K -$15.7K -100 -3%
AI
868
Accredited Investors
Minnesota
$468K +$52.1K +331 +12%
AG
869
AIA Group
Hong Kong
$467K +$418K +2,652 +489%
OPS
870
Orion Portfolio Solutions
Nebraska
$464K +$29.8K +189 +6%
SWA
871
Sax Wealth Advisors
New Jersey
$458K – – –
CA
872
Claro Advisors
Massachusetts
$457K +$176K +1,121 +56%
AIM
873
Anchor Investment Management
South Carolina
$453K – – –
WTC
874
WhitTier Trust Company
Nevada
$451K +$21.9K +139 +5%
CPO
875
Cerity Partners OCIO
New York
$447K -$38.6K -245 -7%
33 34
35
36 37