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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
976
KMG Fiduciary Partners
Ohio
$772K – – –
SI
977
Stephens Inc
Arkansas
$768K -$58.5K -281 -8%
CWM
978
Circle Wealth Management
New Jersey
$768K -$49.1K -236 -7%
NWAG
979
Net Worth Advisory Group
Utah
$767K +$8.95K +43 +1%
ALA
980
Atlas Legacy Advisors
California
$767K +$103K +493 +18%
EFA
981
Evernest Financial Advisors
Indiana
$764K +$30.4K +146 +5%
P
982
Pitcairn
Pennsylvania
$763K -$113K -544 -15%
FCP
983
Fidelis Capital Partners
Florida
$759K +$45K +216 +7%
AGP
984
Aspire Growth Partners
Florida
$757K +$208 +1 +0%
ET
985
Entropy Technologies
New York
$756K +$662K +3,177 New
SIG
986
Sargent Investment Group
Maryland
$754K -$63.5K -305 -8%
EFG
987
Everhart Financial Group
Ohio
$751K -$200K -960 -23%
HFS
988
Heritage Financial Services
Massachusetts
$751K -$33.9K -163 -5%
PPWP
989
Premier Path Wealth Partners
New Jersey
$750K +$114K +548 +21%
EWA
990
EverSource Wealth Advisors
Alabama
$749K +$150K +718 +30%
LFG
991
Larson Financial Group
Missouri
$741K +$64.8K +311 +11%
LIM
992
Longfellow Investment Management
Massachusetts
$737K +$1.67K +8 +0.3%
CWM
993
Compass Wealth Management
Connecticut
$734K – – –
TYCC
994
Texas Yale Capital Corp
Florida
$731K – – –
CAM
995
Cidel Asset Management
Ontario, Canada
$728K -$88.5K -425 -12%
IWA
996
IVC Wealth Advisors
Pennsylvania
$728K -$3.96K -19 -0.6%
CG
997
Curat Global
New Hampshire
$727K +$6.25K +30 +1%
ACIM
998
Azimuth Capital Investment Management
Michigan
$725K -$83.3K -400 -12%
ACM
999
Aster Capital Management
United Arab Emirates
$725K +$135K +649 +27%
AWA
1000
Aaron Wealth Advisors
Illinois
$725K -$73.1K -351 -10%
38 39
40
41 42