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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1126
Pathway Financial Advisors
Vermont
$341K +$370 +2 +0.1%
BWM
1127
Blossom Wealth Management
California
$340K +$15.7K +85 +5%
AOI
1128
Auto-Owners Insurance
Michigan
$338K – – –
BOSSRA
1129
B.O.S.S. Retirement Advisors
Utah
$338K +$27.4K +148 +9%
PPC
1130
Park Place Capital
Alabama
$337K -$4.63K -25 -1%
WHG
1131
Westwood Holdings Group
Texas
$336K -$19.8K -107 -6%
JSC
1132
Jackson Square Capital
California
$334K -$2.8M -15,113 -90%
CG
1133
Clifford Group
Massachusetts
$334K – – –
TAM
1134
Townsend Asset Management
North Carolina
$333K – – –
SLWA
1135
San Luis Wealth Advisors
California
$332K -$39.4K -213 -11%
FCP
1136
Fidelis Capital Partners
Florida
$332K +$29.8K +161 +10%
GCM
1137
Gables Capital Management
Florida
$331K – – –
CT
1138
Chicago Trust
Illinois
$331K +$11.1K +60 +4%
HFS
1139
Heritage Financial Services
Massachusetts
$330K +$12.8K +69 +4%
CC
1140
Courier Capital
New York
$329K -$184K -996 -37%
CL
1141
Choreo LLC
Illinois
$329K +$3.15K +17 +1%
WSTAM
1142
Wilbanks Smith & Thomas Asset Management
Virginia
$328K +$37.6K +203 +14%
CCT
1143
Capital City Trust
Florida
$328K -$3.15K -17 -1%
CFP
1144
Catalyst Financial Partners
Massachusetts
$325K +$37.6K +203 +14%
BCP
1145
Blue Chip Partners
Michigan
$324K +$6.3K +34 +2%
CCA
1146
Column Capital Advisors
Indiana
$324K -$1.67K -9 -0.5%
BWP
1147
BSW Wealth Partners
Colorado
$323K -$1.3K -7 -0.4%
BFO
1148
Biltmore Family Office
North Carolina
$318K -$2.78K -15 -0.9%
FMWA
1149
Forvis Mazars Wealth Advisors
Missouri
$318K +$91.5K +494 +43%
PWMAG
1150
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$25.7K -139 -8%
44 45
46
47 48