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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1051
Western Wealth Management
Colorado
$358K +$9.59K +52 +3%
CA
1052
CoreCap Advisors
Michigan
$356K -$1.05M -5,712 -74%
AIM
1053
Anchor Investment Management
South Carolina
$356K – – –
DI
1054
DAGCO Inc
Ohio
$356K -$1.26M -6,857 -59%
FA
1055
Fermata Advisors
California
$355K +$373K +2,024 New
WI
1056
WrapManager Inc
California
$354K -$19K -103 -5%
RCAG
1057
Rehmann Capital Advisory Group
Michigan
$352K -$23.4K -127 -6%
IB
1058
Intrust Bank
Kansas
$352K -$37.8K -205 -9%
KWM
1059
Kolinsky Wealth Management
New Jersey
$350K -$82.4K -447 -18%
RC
1060
RBF Capital
California
$350K – – –
CA
1061
Centerpoint Advisors
Massachusetts
$350K – – –
LPT
1062
Legacy Private Trust
Wisconsin
$347K -$15.7K -85 -4%
GSEP
1063
Golden State Equity Partners
California
$345K +$34.7K +188 +11%
LSPW
1064
Lake Street Private Wealth
Illinois
$345K -$8.3K -45 -2%
VCM
1065
Virtue Capital Management
Tennessee
$345K – – –
1SB
1066
1ST Source Bank
Indiana
$343K -$11.4K -62 -3%
BAM
1067
Belpointe Asset Management
Nevada
$343K -$2.77K -15 -0.8%
AIA
1068
Affinity Investment Advisors
California
$342K -$94K -510 -21%
AWA
1069
Arkadios Wealth Advisors
Georgia
$340K +$14.4K +78 +4%
FCB
1070
First County Bank
Connecticut
$340K -$82.4K -447 -19%
CL
1071
Choreo LLC
Illinois
$339K +$45.9K +249 +15%
CFP
1072
Catalyst Financial Partners
Massachusetts
$336K +$45.5K +247 +15%
IIC
1073
Integrated Investment Consultants
Michigan
$333K -$46.5K -252 -12%
EP
1074
Eudaimonia Partners
Tennessee
$331K -$3.69K -20 -1%
PWM
1075
Perigon Wealth Management
California
$331K +$553 +3 +0.2%
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43
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