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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
876
OneDigital Investment Advisors
Kansas
$2.12M -$239K -750 -10%
SP
877
Stonebrook Private
Michigan
$2.12M -$73.5K -231 -3%
SFFS
878
Stonehage Fleming Financial Services
Jersey
$2.12M -$43.3K -136 -2%
NW
879
NewEdge Wealth
Pennsylvania
$2.11M -$1.29M -4,054 -38%
OHIS
880
Oak Harvest Investment Services
Texas
$2.1M -$519K -1,631 -20%
COI
881
Connable Office Inc
Michigan
$2.1M -$955 -3 -0%
TFS
882
Thoroughbred Financial Services
Tennessee
$2.09M +$1.91K +6 +0.1%
GAA
883
Green Alpha Advisors
Colorado
$2.09M -$28K -88 -1%
CM
884
Capula Management
Cayman Islands
$2.08M +$2.08M +6,545 New
CT
885
Caldwell Trust
Florida
$2.08M +$63.6K +200 +3%
FLFS
886
Family Legacy Financial Solutions
North Carolina
$2.08M +$1.83M +5,762 +168%
FM
887
Freemont Management
Switzerland
$2.07M -$223K -700 -10%
HSA
888
HBK Sorce Advisory
Pennsylvania
$2.05M +$43K +135 +3%
BC
889
Bridgefront Capital
Texas
$2.05M +$2.05M +6,446 New
SIA
890
Soltis Investment Advisors
Utah
$2.05M -$63.6K -200 -3%
CPR
891
CSU Producer Resources
Ohio
$2.04M – – –
DIP
892
DT Investment Partners
Pennsylvania
$2.03M -$636 -2 -0%
SWP
893
Stratos Wealth Partners
Ohio
$2.02M +$41.4K +130 +2%
FMI
894
Frec Markets Inc
California
$2.02M +$500K +1,573 +33%
HAG
895
HF Advisory Group
Maryland
$2.02M -$162K -508 -7%
MGIA
896
Moneta Group Investment Advisors
Missouri
$2M +$138K +435 +7%
UAML
897
US Asset Management LLC
Pennsylvania
$2M -$955 -3 -0%
ECM
898
Evergreen Capital Management
Washington
$1.99M +$55.4K +174 +3%
BFP
899
Briaud Financial Planning
Texas
$1.98M -$44.5K -140 -2%
NWMG
900
National Wealth Management Group
Ohio
$1.96M -$679K -2,133 -26%
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