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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
1251
Central Pacific Bank - Trust Division
Hawaii
$248K +$243K +1,262 New
FA
1252
Financial Advisors
Massachusetts
$248K – – –
FMP
1253
Financial Management Professionals
Texas
$248K +$188K +976 +351%
DWM
1254
Drive Wealth Management
Utah
$246K -$15.4K -80 -6%
TCOO
1255
Trust Company of Oklahoma
Oklahoma
$246K – – –
AHC
1256
Adell Harriman & Carpenter
Texas
$245K -$30.2K -157 -11%
LEA
1257
Legacy Edge Advisors
New York
$245K -$1.54K -8 -0.6%
JAG
1258
Journey Advisory Group
Kentucky
$244K -$17.3K -90 -7%
BIA
1259
Bigelow Investment Advisors
Maine
$244K +$961 +5 +0.4%
FA
1260
FDx Advisors
Illinois
$243K -$393K -2,042 -62%
DWS
1261
Dynamic Wealth Strategies
California
$243K – – –
WP
1262
WMS Partners
Maryland
$243K +$19.8K +103 +9%
LSA
1263
Leonteq Securities AG
Switzerland
$243K -$8.85K -46 -4%
HFP
1264
Holistic Financial Partners
Indiana
$242K -$2.12K -11 -0.9%
CPC
1265
Consolidated Planning Corp
Georgia
$241K -$236K -1,226 -50%
WIC
1266
WealthBridge Investment Counsel
Alberta, Canada
$240K – – –
LRIA
1267
Leonard Rickey Investment Advisors
Washington
$240K +$233K +1,211 New
WCM
1268
Wunderlich Capital Managemnt
Tennessee
$238K -$6.54K -34 -3%
NP
1269
Nilsine Partners
Colorado
$237K -$24.8K -129 -10%
SFG
1270
Sovereign Financial Group
Connecticut
$237K +$230K +1,197 New
JWM
1271
Janiczek Wealth Management
Colorado
$237K +$5.19K +27 +2%
AAS
1272
Ameritas Advisory Services
Nebraska
$236K -$10.2K -53 -4%
CA
1273
Carson Advisory
Georgia
$234K +$15.2K +79 +7%
FB
1274
First Bancorp
Maine
$233K +$14.2K +74 +7%
FI
1275
FWG Investments
Kentucky
$233K +$5.77K +30 +3%
49 50
51
52 53