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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
1126
Kera Capital Partners
California
$661K +$102K +406 +24%
PPWP
1127
Premier Path Wealth Partners
New Jersey
$661K -$178K -710 -23%
IC
1128
Inscription Capital
Texas
$660K +$110K +439 +22%
LFG
1129
Larson Financial Group
Missouri
$658K +$45K +179 +8%
MA
1130
Mezzasalma Advisors
New Jersey
$658K +$41.5K +165 +7%
ACP
1131
Aviance Capital Partners
Florida
$656K – – –
PT
1132
Plimoth Trust
Massachusetts
$656K +$2.76K +11 +0.5%
PWP
1133
Phillips Wealth Planners
Mississippi
$655K +$2.51K +10 +0.5%
IAG
1134
Ipsen Advisor Group
Arkansas
$654K -$29.6K -118 -5%
CFFP
1135
Center for Financial Planning
Michigan
$652K -$8.04K -32 -1%
EH
1136
Equitable Holdings
New York
$651K -$8.04K -32 -1%
PFBT
1137
Parkside Financial Bank & Trust
Missouri
$647K +$61.1K +243 +11%
SWA
1138
SFMG Wealth Advisors
Texas
$645K +$251 +1 +0%
CT
1139
Chicago Trust
Illinois
$644K -$397K -1,582 -40%
CPIG
1140
Chicago Partners Investment Group
Illinois
$643K -$80.9K -322 -13%
CWM
1141
Cornerstone Wealth Management
Missouri
$642K +$12.1K +48 +2%
CAM
1142
Cidel Asset Management
Ontario, Canada
$642K -$89.4K -356 -13%
RCAG
1143
Rehmann Capital Advisory Group
Michigan
$639K -$131K -521 -18%
PCS
1144
Personal CFO Solutions
New Jersey
$638K +$10.3K +41 +2%
LBC
1145
Lowe Brockenbrough & Co
Virginia
$638K +$246K +981 +72%
OBWP
1146
O'Brien Wealth Partners
Massachusetts
$636K – – –
OHWP
1147
Oak Harbor Wealth Partners
North Carolina
$635K +$15.8K +63 +3%
CFMC
1148
Curbstone Financial Management Corp
New Hampshire
$633K +$42.7K +170 +8%
WSCM
1149
Wellington Shields Capital Management
New York
$633K -$54.5K -217 -9%
QWP
1150
Quotient Wealth Partners
Texas
$633K -$18.3K -73 -3%
44 45
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