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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1101
Martingale Asset Management
Massachusetts
$1.01M +$1.01M +3,167 New
PPWP
1102
Premier Path Wealth Partners
New Jersey
$1.01M +$230K +724 +30%
VVP
1103
Venture Visionary Partners
Ohio
$1M -$70.6K -222 -7%
PTC
1104
Private Trust Company
Ohio
$1M -$121K -379 -11%
OC
1105
Oakworth Capital
Alabama
$1M – – –
NWAG
1106
Net Worth Advisory Group
Utah
$1M -$25.8K -81 -3%
NP
1107
Nilsine Partners
Colorado
$1M -$63.3K -199 -7%
CFA
1108
CWS Financial Advisors
Michigan
$998K +$60.1K +189 +6%
WA
1109
Wealth Alliance
New York
$997K -$106K -334 -10%
DAC
1110
Dividend Assets Capital
South Carolina
$995K -$1.91K -6 -0.2%
IAIM
1111
International Assets Investment Management
Florida
$993K -$8.91K -28 -0.9%
NHT
1112
New Hampshire Trust
New Hampshire
$980K – – –
SC
1113
Sapient Capital
Indiana
$980K +$338K +1,061 +53%
TYCC
1114
Texas Yale Capital Corp
Florida
$977K – – –
WCM
1115
Weaver Capital Management
Georgia
$977K -$184K -578 -16%
EFA
1116
Evernest Financial Advisors
Indiana
$974K -$128K -403 -14%
WETS
1117
Wealth Enhancement Trust Services
South Dakota
$972K +$469K +1,473 +93%
CG
1118
Curat Global
New Hampshire
$972K – – –
SFG
1119
SevenBridge Financial Group
Pennsylvania
$970K -$98.3K -309 -11%
RI
1120
Ridgewood Investments
New Jersey
$963K +$963K +3,028 New
CFP
1121
Catalyst Financial Partners
Massachusetts
$959K +$137K +432 +17%
AGP
1122
Aspire Growth Partners
Florida
$959K +$955 +3 +0.1%
CIEC
1123
Crédit Industriel et Commercial
France
$959K -$654K -2,054 -41%
BIM
1124
Baldwin Investment Management
Pennsylvania
$958K – – –
TGAM
1125
TBH Global Asset Management
Tennessee
$954K -$27.7K -87 -3%
43 44
45
46 47