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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1251
SFMG Wealth Advisors
Texas
$312K +$1.49K +7 +0.5%
SFS
1252
Stiles Financial Services
Minnesota
$312K -$9.39K -44 -3%
FC
1253
Forte Capital
New York
$311K +$640 +3 +0.2%
BJL
1254
Brighton Jones LLC
Washington
$311K -$7.89K -37 -3%
CRA
1255
Clear Rock Advisors
Texas
$309K – – –
PWMG
1256
Prestige Wealth Management Group
New Jersey
$309K -$30.9K -145 -10%
B
1257
Bailard
California
$306K – – –
OBGC
1258
O'Brien Greene & Co
Pennsylvania
$306K +$8.54K +40 +3%
FL
1259
Fort LP
Maryland
$305K +$16.2K +76 +6%
AHC
1260
Adell Harriman & Carpenter
Texas
$303K +$18.3K +86 +7%
DWM
1261
Drive Wealth Management
Utah
$301K +$15.8K +74 +6%
RCM
1262
Radnor Capital Management
Pennsylvania
$299K – – –
PIAS
1263
PCA Investment Advisory Services
Ohio
$298K +$427 +2 +0.2%
LEA
1264
Legacy Edge Advisors
New York
$298K +$13.9K +65 +5%
CH
1265
Cromwell Holdings
Wyoming
$297K +$278K +1,303 New
KWM
1266
Kolinsky Wealth Management
New Jersey
$297K -$4.69K -22 -2%
RA
1267
Ransom Advisory
Rhode Island
$296K -$427 -2 -0.2%
SFG
1268
Sovereign Financial Group
Connecticut
$296K +$21.3K +100 +8%
OL
1269
OneFund LLC
Florida
$296K +$4.27K +20 +2%
CNB
1270
Camden National Bank
Maine
$295K – – –
RZH
1271
Relyea Zuckerberg Hanson
Connecticut
$295K -$4.91K -23 -2%
IIC
1272
Integrated Investment Consultants
Michigan
$294K – – –
GWMI
1273
Guardian Wealth Management (Illinois)
Illinois
$293K -$30.9K -145 -10%
WP
1274
WMS Partners
Maryland
$293K +$11.9K +56 +5%
GWM
1275
GoalFusion Wealth Management
Texas
$292K -$228K -1,070 -46%
49 50
51
52 53