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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1051
Dearborn Partners
Illinois
$1.5M -$21.8K -55 -1%
WA
1052
Wealth Alliance
New York
$1.49M +$244K +617 +20%
KFSC
1053
Keystone Financial Services (Colorado)
Colorado
$1.48M +$5.54K +14 +0.4%
SWM
1054
SHP Wealth Management
Massachusetts
$1.47M +$1.26M +3,171 +591%
CFG
1055
Cooper Financial Group
California
$1.47M +$640K +1,616 +77%
RFC
1056
Regions Financial Corp
Alabama
$1.46M +$21K +53 +1%
MAG
1057
Meadowbrook Advisors Group
New Jersey
$1.46M -$213K -539 -13%
EAN
1058
Excelsior Advisor Network
Colorado
$1.45M +$897K +2,267 +163%
UFF
1059
USA Financial Formulas
Michigan
$1.45M +$47.1K +119 +3%
SWA
1060
Stratos Wealth Advisors
Ohio
$1.45M +$149K +376 +12%
HKAM
1061
Horizon Kinetics Asset Management
New York
$1.44M -$53.4K -135 -4%
ATS
1062
Ashton Thomas Securities
New York
$1.44M +$104K +264 +8%
LFG
1063
Larson Financial Group
Missouri
$1.43M +$121K +306 +9%
TCOTS
1064
Trust Company of the South
North Carolina
$1.42M – – –
JMFC
1065
J.M. Forbes & Co
Massachusetts
$1.42M +$28.9K +73 +2%
SIA
1066
Strategic Investment Advisors
Michigan
$1.41M -$52.2K -132 -4%
CIA
1067
Compass Ion Advisors
Pennsylvania
$1.41M – – –
SFG
1068
SNS Financial Group
Minnesota
$1.4M +$1.4M +3,530 New
VA
1069
VestGen Advisors
Illinois
$1.4M -$1.22M -3,090 -47%
LC
1070
LCNB Corp
Ohio
$1.39M – – –
STP
1071
Science & Technology Partners
New York
$1.38M -$4.92M -12,419 -78%
PPWP
1072
Premier Path Wealth Partners
New Jersey
$1.38M +$123K +311 +10%
HFO
1073
Heritage Family Offices
Arizona
$1.38M -$330K -834 -19%
PEWA
1074
Pacific Excel Wealth Advisors
California
$1.38M +$1.37M +3,473 New
CTC
1075
Central Trust Company
Missouri
$1.38M +$339K +856 +33%
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