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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1151
Premier Path Wealth Partners
New Jersey
$330K +$297K +1,661 New
NG
1152
Norden Group
Utah
$329K +$50.7K +284 +21%
BCP
1153
Blue Chip Partners
Michigan
$328K +$1.43K +8 +0.5%
MKA
1154
M. Kulyk & Associates
Georgia
$328K +$295K +1,650 New
JF
1155
Jump Financial
Illinois
$325K -$218K -1,219 -43%
WMA
1156
Wealth Management Associates
New Jersey
$324K -$4.46K -25 -2%
AWM
1157
Accurate Wealth Management
Florida
$324K -$25.9K -145 -8%
BFO
1158
Biltmore Family Office
North Carolina
$324K – – –
PAMG
1159
Patton Albertson Miller Group
Tennessee
$320K – – –
LAM
1160
L2 Asset Management
Massachusetts
$320K +$253K +1,419 +743%
WFA
1161
Websterrogers Financial Advisors
South Carolina
$318K – – –
PP
1162
Patten & Patten
Tennessee
$317K – – –
NB
1163
Northwest Bancshares
Pennsylvania
$317K -$357 -2 -0.1%
BFA
1164
Beaumont Financial Advisors
Massachusetts
$316K -$11.3K -63 -4%
QWP
1165
Quotient Wealth Partners
Texas
$316K +$284K +1,592 New
T
1166
TNF
Montana
$315K -$32.9K -184 -10%
VCM
1167
Virtue Capital Management
Tennessee
$314K -$22.9K -128 -7%
ACI
1168
Alpha Cubed Investments
California
$314K -$33.8K -189 -11%
SAM
1169
Strategy Asset Managers
California
$313K -$30.2K -169 -10%
OWA
1170
ORBA Wealth Advisors
Illinois
$313K +$281K +1,574 New
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$312K +$75.7K +424 +37%
QC
1172
Quent Capital
New York
$311K -$22.9K -128 -8%
SAI
1173
Systematic Alpha Investments
New Jersey
$311K – – –
GIA
1174
Gladstone Institutional Advisory
Florida
$311K +$40.7K +228 +17%
CCA
1175
Cobblestone Capital Advisors
New York
$310K +$4.46K +25 +2%
45 46
47
48 49