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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Accurate Wealth Management
Florida
$1.1M +$137K +346 +14%
AC
1152
Apella Capital
Connecticut
$1.1M +$6.33K +16 +0.6%
ITIM
1153
Indiana Trust & Investment Management
Indiana
$1.1M -$497K -1,255 -31%
SP
1154
SmartHarvest Portfolios
Washington
$1.09M +$32.1K +81 +3%
WETS
1155
Wealth Enhancement Trust Services
South Dakota
$1.08M -$128K -324 -11%
DAC
1156
Dividend Assets Capital
South Carolina
$1.08M -$160K -403 -13%
E
1157
Evansbrook
Illinois
$1.07M – – –
MC
1158
Maverick Capital
Texas
$1.07M +$1.07M +2,704 New
TCWA
1159
Turtle Creek Wealth Advisors
Texas
$1.07M +$50.3K +127 +5%
RSWM
1160
Robertson Stephens Wealth Management
California
$1.07M -$18.2K -46 -2%
SGFG
1161
Silver Grove Financial Group
New York
$1.07M +$48.7K +123 +5%
MK
1162
MASTERINVEST Kapitalanlage
$1.07M -$42K -106 -4%
AA
1163
Ancora Advisors
Ohio
$1.06M -$79.6K -201 -7%
SBFM
1164
S-Bank Fund Management
Finland
$1.06M -$2.04M -5,161 -66%
NS
1165
NBC Securities
Alabama
$1.06M -$81.9K -207 -7%
BAM
1166
Belpointe Asset Management
Nevada
$1.06M +$10.7K +27 +1%
FCM
1167
Fortis Capital Management
Washington
$1.06M +$3.17K +8 +0.3%
OFG
1168
Oxford Financial Group
Indiana
$1.06M -$87.1K -220 -8%
ZIG
1169
Zullo Investment Group
Pennsylvania
$1.05M -$41.2K -104 -4%
QWP
1170
Quotient Wealth Partners
Texas
$1.05M +$11.1K +28 +1%
ARC
1171
Advisor Resource Council
Texas
$1.04M +$23K +58 +2%
IC
1172
Inscription Capital
Texas
$1.04M +$104K +264 +11%
MWP
1173
Meriwether Wealth & Planning
Louisiana
$1.03M -$132K -334 -11%
AAG
1174
Armstrong Advisory Group
Massachusetts
$1.03M – – –
NP
1175
Nilsine Partners
Colorado
$1.03M +$17.4K +44 +2%
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