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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1076
Coppell Advisory Solutions
Texas
$1.09M -$241K -759 -17%
MC
1077
Matisse Capital
Oregon
$1.08M – – –
CWM
1078
Circle Wealth Management
New Jersey
$1.08M +$1.08M +3,388 New
NA
1079
Nordwand Advisors
Pennsylvania
$1.08M +$15.9K +50 +2%
ATS
1080
Ashton Thomas Securities
New York
$1.07M +$436K +1,370 +68%
AC
1081
Apella Capital
Connecticut
$1.07M +$224K +703 +32%
LS
1082
Livforsakringsbolaget Skandia
Sweden
$1.07M – – –
WCA
1083
Waratah Capital Advisors
Ontario, Canada
$1.07M +$192K +602 +22%
AWM
1084
Aprio Wealth Management
Georgia
$1.06M +$69.7K +219 +7%
HI
1085
Harbour Investments
Wisconsin
$1.06M +$684K +2,151 +182%
SACTSONJ
1086
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.06M +$105K +331 +11%
MCM
1087
Manchester Capital Management
Vermont
$1.06M -$155K -487 -13%
LFG
1088
Larson Financial Group
Missouri
$1.05M +$273K +859 +35%
IP
1089
Indivisible Partners
Florida
$1.05M +$757K +2,380 +263%
FHC
1090
First Horizon Corporation
Tennessee
$1.04M -$30.5K -96 -3%
NP
1091
NorthRock Partners
Minnesota
$1.04M -$166K -523 -14%
MC
1092
Moors & Cabot
Massachusetts
$1.04M +$25.8K +81 +3%
SWA
1093
Stratos Wealth Advisors
Ohio
$1.04M -$45.8K -144 -4%
JWWM
1094
Johnson & White Wealth Management
Pennsylvania
$1.03M -$7K -22 -0.7%
MAM
1095
Mirabaud Asset Management
United Kingdom
$1.03M +$1.09M +3,413 New
KFP
1096
KMG Fiduciary Partners
Ohio
$1.03M – – –
SAI
1097
Savvy Advisors Inc
New York
$1.03M +$235K +738 +29%
KFA
1098
Kapstone Financial Advisors
Ohio
$1.03M +$103K +325 +11%
WAP
1099
Wealthcare Advisory Partners
Pennsylvania
$1.03M -$105K -329 -9%
IHL
1100
Investment House LLC
California
$1.01M -$27.7K -87 -3%
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