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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
901
Checchi Capital Advisers
California
$1.37M -$28.1K -112 -2%
TCWM
902
Total Clarity Wealth Management
Illinois
$1.36M – – –
VWMG
903
Virginia Wealth Management Group
Virginia
$1.36M – – –
SIC
904
Sterling Investment Counsel
New York
$1.35M +$16.8K +67 +1%
FFO
905
Fiduciary Family Office
Florida
$1.35M +$268K +1,066 +27%
AC
906
Avestar Capital
New York
$1.34M +$62.8K +250 +5%
BB
907
Bell Bank
North Dakota
$1.34M -$71.4K -284 -5%
AFG
908
Atomi Financial Group
New York
$1.34M +$250K +997 +25%
SC
909
Stance Capital
Massachusetts
$1.34M -$139K -554 -10%
SHJ
910
Sharkey, Howes & Javer
Colorado
$1.33M -$77.6K -309 -6%
CNBT
911
Canandaigua National Bank & Trust
New York
$1.33M -$264K -1,051 -18%
WBC
912
Westpac Banking Corp
Australia
$1.33M +$49.5K +197 +4%
MWM
913
Mission Wealth Management
California
$1.33M -$8.29K -33 -0.7%
LIM
914
Leavell Investment Management
Alabama
$1.33M – – –
DS
915
DRW Securities
Illinois
$1.32M -$114K -454 -9%
HG
916
Harbor Group
New Hampshire
$1.32M – – –
PFW
917
Petros Family Wealth
Minnesota
$1.31M +$334K +1,329 +38%
PWM
918
Perigon Wealth Management
California
$1.3M +$205K +815 +20%
MWA
919
Meridian Wealth Advisors
Texas
$1.3M -$39.7K -158 -3%
CI
920
Cigna Investments
Connecticut
$1.3M -$11.8K -47 -1%
FMI
921
Frec Markets Inc
California
$1.3M +$1.2M +4,782 New
WPC
922
Wedmont Private Capital
Pennsylvania
$1.29M +$58.3K +232 +6%
WB
923
WesBanco Bank
West Virginia
$1.28M -$949K -3,777 -44%
PTFIS
924
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.28M +$1.19M +4,722 New
PF
925
Phoenix Financial
Israel
$1.28M +$358K +1,426 +43%
35 36
37
38 39