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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1026
VestGen Advisors
Illinois
$735K +$80.5K +335 +13%
IWA
1027
IVC Wealth Advisors
Pennsylvania
$735K -$16.1K -67 -2%
AAMU
1028
AEGON Asset Management (UK)
United Kingdom
$734K – – –
SPWG
1029
Sage Private Wealth Group
Illinois
$733K +$232K +965 +48%
AFT
1030
Alpha Family Trust
California
$730K – – –
PCM
1031
Pointe Capital Management
Michigan
$725K +$237K +986 +50%
ACIM
1032
Azimuth Capital Investment Management
Michigan
$724K -$24K -100 -3%
OWA
1033
Outlook Wealth Advisors
Texas
$722K +$707K +2,940 New
NWMG
1034
National Wealth Management Group
Ohio
$715K +$136K +565 +24%
ZIG
1035
Zullo Investment Group
Pennsylvania
$713K -$18.5K -77 -3%
SPC
1036
Spirepoint Private Client
Florida
$713K +$481 +2 +0.1%
VI
1037
Versor Investments
New York
$713K -$364K -1,512 -34%
CAM
1038
Clark Asset Management
New Hampshire
$712K – – –
AWM
1039
Atticus Wealth Management
Florida
$707K +$264K +1,097 +62%
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$707K +$97.6K +406 +16%
CF
1041
Centaurus Financial
California
$705K +$164K +681 +31%
HH
1042
Hilltop Holdings
Texas
$703K +$688K +2,863 New
BCM
1043
Boltwood Capital Management
California
$701K +$2.88K +12 +0.4%
ACGA
1044
Atlanta Consulting Group Advisors
Georgia
$698K +$240K +997 +54%
FTC
1045
Farmers Trust Company
Ohio
$696K +$4.57K +19 +0.7%
AA
1046
Ancora Advisors
Ohio
$696K +$12K +50 +2%
SFG
1047
SevenBridge Financial Group
Pennsylvania
$695K -$193K -802 -22%
NG
1048
Norden Group
Utah
$690K +$74K +308 +12%
FFS
1049
Founders Financial Securities
Maryland
$683K +$84.4K +351 +14%
CCA
1050
Coign Capital Advisors
Utah
$680K +$93.3K +388 +16%
40 41
42
43 44