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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1076
Resolute Advisors
California
$15K +$21.7K +141 +1,567%
CMA
1077
Cedar Mountain Advisors
Oregon
$14K – – –
CM
1078
Capula Management
Cayman Islands
$14K +$13.8K +90 New
TIM
1079
Tortoise Investment Management
New York
$13K – – –
BMD
1080
Better Money Decisions
New Mexico
$13K +$12.9K +84 New
WP
1081
WealthShield Partners
North Carolina
$13K +$13.4K +87 New
1IA
1082
1834 Investment Advisors
Wisconsin
$12K -$3.08K -20 -20%
IBOK
1083
Independence Bank of Kentucky
Kentucky
$12K – – –
MAM
1084
McCarthy Asset Management
California
$12K – – –
COCM
1085
Charter Oak Capital Management
New Hampshire
$12K +$154 +1 +1%
TWA
1086
TCI Wealth Advisors
Arizona
$12K +$6.76K +44 +133%
OSNBOA
1087
Old Second National Bank of Aurora
Illinois
$11K – – –
SFP
1088
Sterling Financial Planning
New Jersey
$11K – – –
FCA
1089
FinTrust Capital Advisors
South Carolina
$11K +$8.46K +55 +324%
VCM
1090
Vigilant Capital Management
Maine
$9K -$8.3K -54 -50%
SC
1091
Solstein Capital
California
$9K +$9.07K +59 New
PCG
1092
Private Capital Group
Connecticut
$8K -$46.3K -301 -85%
ADL
1093
Asset Dedication LLC
California
$8K – – –
EWA
1094
Evolution Wealth Advisors
Florida
$8K – – –
CAM
1095
Close Asset Management
United Kingdom
$8K +$7.69K +50 New
CFD
1096
Creative Financial Designs
Indiana
$7K – – –
HS
1097
Horan Securities
United States
$7K – – –
HI
1098
Hudock Inc
Pennsylvania
$7K – – –
MLFP
1099
MPS Loria Financial Planners
Illinois
$7K – – –
AP
1100
Arlington Partners
Alabama
$7K +$6.46K +42 New
42 43
44
45 46