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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1251
Donaldson Capital Management
Indiana
$319K -$53.3K -241 -14%
THCM
1252
Taylor Hoffman Capital Management
Virginia
$319K -$2.65K -12 -0.8%
BOSSRA
1253
B.O.S.S. Retirement Advisors
Utah
$318K +$331K +1,497 New
ACS
1254
Archford Capital Strategies
Illinois
$318K +$45.5K +206 +16%
FBT
1255
First Bank & Trust
South Dakota
$318K +$20.6K +93 +7%
MCCP
1256
Mission Creek Capital Partners
California
$317K – – –
NI
1257
Natural Investments
California
$316K +$329K +1,488 New
SF
1258
Symphony Financial
Texas
$315K +$55.5K +251 +21%
GWM
1259
GSB Wealth Management
Connecticut
$311K +$1.55K +7 +0.5%
PP
1260
Patten & Patten
Tennessee
$310K -$27.6K -125 -8%
NEPPG
1261
New England Professional Planning Group
Rhode Island
$310K +$6.41K +29 +2%
NRC
1262
New Republic Capital
North Carolina
$310K +$9.29K +42 +3%
OAM
1263
Ostrum Asset Management
France
$310K -$13.5K -61 -4%
DIM
1264
Delta Investment Management
California
$309K -$4.64K -21 -1%
MKA
1265
M. Kulyk & Associates
Georgia
$308K +$1.99K +9 +0.6%
BAM
1266
Belpointe Asset Management
Nevada
$307K -$1.99K -9 -0.7%
ATS
1267
Ashton Thomas Securities
New York
$307K +$884 +4 +0.3%
CAM
1268
Cozad Asset Management
Illinois
$306K +$3.32K +15 +1%
DBIA
1269
Dumont & Blake Investment Advisors
New Jersey
$305K – – –
OL
1270
Optas LLC
Texas
$303K +$4.2K +19 +1%
TF
1271
Trek Financial
Arizona
$303K -$12.2K -55 -4%
GG
1272
Greenwood Gearhart
Arkansas
$302K +$65.2K +295 +26%
CFA
1273
CWS Financial Advisors
Michigan
$301K +$120K +543 +62%
MSFS
1274
Main Street Financial Solutions
Pennsylvania
$300K +$313K +1,414 New
JSW
1275
Journey Strategic Wealth
New Jersey
$300K +$4.42K +20 +1%
49 50
51
52 53