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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
851
PFW Advisors
Georgia
$1.38M +$29.8K +124 +2%
CWS
852
Confluence Wealth Services
Pennsylvania
$1.38M +$35.1K +146 +3%
OF
853
Optimize Financial
California
$1.38M +$1.35M +5,601 New
PFM
854
Potomac Fund Management
Florida
$1.37M -$38.2K -159 -3%
HFO
855
Heritage Family Offices
Arizona
$1.37M -$55.3K -230 -4%
BTI
856
Blue Trust Inc
Georgia
$1.35M +$313K +1,301 +31%
SC
857
Stance Capital
Massachusetts
$1.35M -$57K -237 -4%
FG
858
Fiduciary Group
Georgia
$1.35M +$39.4K +164 +3%
TGCMU
859
Titan Global Capital Management USA
New York
$1.33M +$390K +1,622 +43%
OQS
860
Occudo Quantitative Strategies
Florida
$1.33M -$6.81M -28,328 -84%
LAM
861
LECAP Asset Management
United Kingdom
$1.32M +$1.29M +5,363 New
DS
862
DRW Securities
Illinois
$1.31M -$192K -800 -13%
SSA
863
Sierra Summit Advisors
Nevada
$1.31M +$27.6K +115 +2%
RI
864
Ridgewood Investments
New Jersey
$1.3M -$39.7K -165 -3%
DWT
865
Dorsey & Whitney Trust
South Dakota
$1.3M -$50.7K -211 -4%
WANY
866
Wealthspire Advisors (New York)
New York
$1.3M +$309K +1,285 +32%
UWS
867
Unique Wealth Strategies
Illinois
$1.29M +$20K +83 +2%
DT
868
Diversified Trust
Tennessee
$1.29M +$271K +1,127 +27%
SHJ
869
Sharkey, Howes & Javer
Colorado
$1.29M -$54.1K -225 -4%
IWM
870
Iams Wealth Management
Nebraska
$1.28M -$202K -842 -14%
BB
871
Bell Bank
North Dakota
$1.28M -$3.85K -16 -0.3%
PCM
872
Pennsylvania Capital Management
Pennsylvania
$1.28M +$1.68K +7 +0.1%
EWM
873
Evercore Wealth Management
New York
$1.27M -$26K -108 -2%
CCA
874
Checchi Capital Advisers
California
$1.26M -$84.1K -350 -6%
ACM
875
Advisors Capital Management
New Jersey
$1.26M +$169K +705 +16%
33 34
35
36 37