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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1101
Measured Wealth Private Client Group
New Hampshire
$312K -$72.3K -392 -18%
GWMI
1102
Guardian Wealth Management (Illinois)
Illinois
$311K +$1.11K +6 +0.3%
AWA
1103
Aaron Wealth Advisors
Illinois
$311K -$19.9K -108 -6%
BCM
1104
Blume Capital Management
California
$311K – – –
LFAS
1105
Level Four Advisory Services
Texas
$311K -$80.8K -438 -20%
WSTAM
1106
Wilbanks Smith & Thomas Asset Management
Virginia
$310K +$15.9K +86 +5%
ACI
1107
Alpha Cubed Investments
California
$310K +$2.03K +11 +0.6%
MA
1108
MONECO Advisors
Connecticut
$310K +$184 +1 +0.1%
MBT
1109
Montecito Bank & Trust
California
$309K +$37.6K +204 +13%
BAAM
1110
Baker Avenue Asset Management
California
$309K -$12K -65 -4%
PP
1111
PDS Planning
Ohio
$308K -$15.3K -83 -5%
PFA
1112
Pathway Financial Advisors
Vermont
$306K – – –
SWM
1113
SeaCrest Wealth Management
New York
$306K -$29.5K -160 -8%
SAM
1114
Strategy Asset Managers
California
$305K -$19.7K -107 -6%
IF
1115
Intrua Financial
Texas
$305K -$52.6K -285 -14%
GWM
1116
Geneos Wealth Management
Colorado
$305K -$7.01K -38 -2%
AOI
1117
Auto-Owners Insurance
Michigan
$304K – – –
CT
1118
Chicago Trust
Illinois
$303K +$6.64K +36 +2%
MCM
1119
MV Capital Management
Maryland
$303K +$26.6K +144 +9%
FFP
1120
FourThought Financial Partners
Florida
$303K -$41.9K -227 -12%
TF
1121
Trek Financial
Arizona
$303K -$3.87K -21 -1%
AC
1122
ASB Consultores
Florida
$302K -$61.6K -334 -16%
BFM
1123
Boston Financial Management
Massachusetts
$302K +$37.1K +201 +13%
AWMT
1124
AAFMAA Wealth Management & Trust
North Carolina
$301K -$19K -103 -6%
T
1125
TNF
Montana
$301K +$369 +2 +0.1%
43 44
45
46 47