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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
CoreCap Advisors
Michigan
$356K -$1.05M -5,712 -74%
AIM
1052
Anchor Investment Management
South Carolina
$356K – – –
DI
1053
DAGCO Inc
Ohio
$356K -$1.26M -6,857 -59%
FA
1054
Fermata Advisors
California
$355K +$373K +2,024 New
WI
1055
WrapManager Inc
California
$354K -$19K -103 -5%
RCAG
1056
Rehmann Capital Advisory Group
Michigan
$352K -$23.4K -127 -6%
IB
1057
Intrust Bank
Kansas
$352K -$37.8K -205 -9%
KWM
1058
Kolinsky Wealth Management
New Jersey
$350K -$82.4K -447 -18%
RC
1059
RBF Capital
California
$350K – – –
CA
1060
Centerpoint Advisors
Massachusetts
$350K – – –
LPT
1061
Legacy Private Trust
Wisconsin
$347K -$15.7K -85 -4%
GSEP
1062
Golden State Equity Partners
California
$345K +$34.7K +188 +11%
LSPW
1063
Lake Street Private Wealth
Illinois
$345K -$8.3K -45 -2%
VCM
1064
Virtue Capital Management
Tennessee
$345K – – –
1SB
1065
1ST Source Bank
Indiana
$343K -$11.4K -62 -3%
BAM
1066
Belpointe Asset Management
Nevada
$343K -$2.77K -15 -0.8%
AIA
1067
Affinity Investment Advisors
California
$342K -$94K -510 -21%
AWA
1068
Arkadios Wealth Advisors
Georgia
$340K +$14.4K +78 +4%
FCB
1069
First County Bank
Connecticut
$340K -$82.4K -447 -19%
CL
1070
Choreo LLC
Illinois
$339K +$45.9K +249 +15%
CFP
1071
Catalyst Financial Partners
Massachusetts
$336K +$45.5K +247 +15%
IIC
1072
Integrated Investment Consultants
Michigan
$333K -$46.5K -252 -12%
EP
1073
Eudaimonia Partners
Tennessee
$331K -$3.69K -20 -1%
PWM
1074
Perigon Wealth Management
California
$331K +$553 +3 +0.2%
HAG
1075
HF Advisory Group
Maryland
$330K +$138K +748 +69%
41 42
43
44 45