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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1101
Lake Street Private Wealth
Illinois
$376K -$6.73K -35 -2%
BAAM
1102
Baker Avenue Asset Management
California
$375K +$37.3K +194 +11%
GM
1103
GeoWealth Management
Illinois
$375K +$114K +591 +45%
LIA
1104
LBMC Investment Advisors
Tennessee
$374K – – –
GWM
1105
Geneos Wealth Management
Colorado
$374K +$74.8K +389 +26%
AIM
1106
Anchor Investment Management
South Carolina
$373K -$17.5K -91 -5%
FIM
1107
Freedom Investment Management
Connecticut
$371K -$83.3K -433 -19%
GWMR
1108
GC Wealth Management RIA
Massachusetts
$370K +$61.3K +319 +21%
CC
1109
Callan Capital
California
$369K +$12.5K +65 +4%
DCM
1110
Donaldson Capital Management
Indiana
$369K -$43.5K -226 -11%
SW
1111
Solidarity Wealth
Utah
$368K – – –
AWM
1112
Avior Wealth Management
Nebraska
$368K +$334K +1,737 +1,424%
GTAM
1113
Global Trust Asset Management
Florida
$367K -$1.35K -7 -0.4%
KBFS
1114
Kohmann Bosshard Financial Services
Ohio
$366K – – –
WWM
1115
Western Wealth Management
Colorado
$365K +$2.69K +14 +0.8%
FIC
1116
FCG Investment Company
Tennessee
$364K -$46K -239 -12%
BHWM
1117
Bar Harbor Wealth Management
New Hampshire
$363K +$80.9K +421 +30%
PP
1118
PDS Planning
Ohio
$359K +$3.08K +16 +0.9%
BWM
1119
Blossom Wealth Management
California
$358K +$3.85K +20 +1%
EFG
1120
Everhart Financial Group
Ohio
$358K +$63.3K +329 +22%
CAG
1121
Csenge Advisory Group
Florida
$357K -$46.7K -243 -12%
RI
1122
Ridgewood Investments
New Jersey
$356K -$1.92K -10 -0.6%
MIM
1123
Morningstar Investment Management
Illinois
$355K – – –
MCCP
1124
Mission Creek Capital Partners
California
$353K -$6.34K -33 -2%
MCM
1125
MV Capital Management
Maryland
$353K +$2.5K +13 +0.7%
43 44
45
46 47