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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1176
WealthBridge Investment Counsel
Alberta, Canada
$201K – – –
AWM
1177
Axxcess Wealth Management
California
$200K -$81.3K -502 -29%
C
1178
Covestor
United Kingdom
$200K +$90.7K +560 +86%
CB
1179
Community Bank
New York
$198K -$18.8K -116 -9%
DMBA
1180
Deseret Mutual Benefit Administrators
Utah
$197K -$33.7K -208 -15%
TIA
1181
Tiemann Investment Advisors
California
$192K – – –
APP
1182
Alpha Paradigm Partners
Illinois
$176K +$173K +1,066 New
FAG
1183
Fortitude Advisory Group
Washington
$174K +$48.3K +298 +39%
RE
1184
RBC Europe
United Kingdom
$172K – – –
QC
1185
Quent Capital
New York
$169K +$25.6K +158 +18%
SC
1186
SouthState Corp
Florida
$167K – – –
GWSG
1187
GPS Wealth Strategies Group
Colorado
$167K +$2.92K +18 +2%
SGA
1188
Seaport Global Advisors
Massachusetts
$165K -$155K -957 -49%
CFO
1189
CVA Family Office
Colorado
$165K +$81K +500 +100%
SWA
1190
SOA Wealth Advisors
New York
$164K +$648 +4 +0.4%
M
1191
MOTCO
Texas
$163K – – –
SOW
1192
State of Wyoming
Wyoming
$162K +$2.11K +13 +1%
PWMG
1193
Prestige Wealth Management Group
New Jersey
$158K +$3.08K +19 +2%
TFA
1194
Toth Financial Advisory
Virginia
$156K +$810 +5 +0.5%
JWM
1195
Janiczek Wealth Management
Colorado
$154K +$96.2K +594 +174%
UFG
1196
United Fire Group
Iowa
$153K – – –
FBT
1197
First Bank & Trust
South Dakota
$153K +$10.2K +63 +7%
BLC
1198
Brown, Lisle/Cummings
Rhode Island
$153K +$12.2K +75 +9%
EWM
1199
Endurance Wealth Management
Rhode Island
$150K – – –
PFBT
1200
Parkside Financial Bank & Trust
Missouri
$148K +$40K +247 +38%
46 47
48
49 50