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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1101
Robertson Stephens Wealth Management
California
$719K +$35.4K +141 +6%
IIA
1102
ICW Investment Advisors
Arizona
$715K +$12.6K +50 +2%
BRWA
1103
B. Riley Wealth Advisors
Florida
$708K -$24.9K -99 -4%
AW
1104
Alteri Wealth
California
$708K +$655K +2,609 New
AO
1105
Advisor OS
Illinois
$707K +$196K +782 +43%
MMPW
1106
Mitchell McLeod Pugh & Williams
Alabama
$706K – – –
PCM
1107
Polymer Capital Management
New York
$706K +$6.53K +26 +1%
TNA
1108
True North Advisors
Texas
$704K +$4.02K +16 +0.6%
WTB
1109
Washington Trust Bank
Washington
$704K +$9.3K +37 +1%
AAG
1110
Armstrong Advisory Group
Massachusetts
$703K – – –
BHPW
1111
Beverly Hills Private Wealth
California
$702K -$13.1K -52 -2%
RWM
1112
Revisor Wealth Management
Ohio
$701K +$273K +1,085 +82%
CFP
1113
Catalyst Financial Partners
Massachusetts
$701K +$20.6K +82 +3%
PP
1114
PDS Planning
Ohio
$695K +$17.1K +68 +3%
KA
1115
KLCM Advisors
Wisconsin
$694K +$94.7K +377 +17%
SIA
1116
Strategic Investment Advisors
Michigan
$688K -$23.4K -93 -4%
SAI
1117
Savvy Advisors Inc
New York
$681K +$273K +1,088 +77%
SA
1118
SPWM Advisors
Michigan
$679K +$629K +2,504 New
CF
1119
Centaurus Financial
California
$677K -$93.5K -372 -13%
RC
1120
Reik & Co
New York
$675K -$64.1K -255 -9%
CTC
1121
Central Trust Company
Missouri
$674K -$1.76K -7 -0.3%
AIM
1122
Anchor Investment Management
South Carolina
$674K – – –
LAM
1123
L2 Asset Management
Massachusetts
$671K +$37.4K +149 +6%
SMA
1124
Sage Mountain Advisors
Georgia
$668K +$52.8K +210 +9%
SGFG
1125
Silver Grove Financial Group
New York
$667K +$618K +2,461 New
43 44
45
46 47