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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1276
Center for Financial Planning
Michigan
$831K -$158K -400 -16%
NAM
1277
NTV Asset Management
West Virginia
$831K -$9.1K -23 -1%
QCM
1278
Qsemble Capital Management
New York
$829K +$826K +2,087 New
TCPG
1279
Trivant Custom Portfolio Group
California
$828K +$825K +2,085 New
CT
1280
Chicago Trust
Illinois
$827K -$41.6K -105 -5%
JIC
1281
Joel Isaacson & Co
New York
$825K +$17.8K +45 +2%
BFA
1282
Bragg Financial Advisors
North Carolina
$824K +$6.73K +17 +0.8%
FCH
1283
Freestone Capital Holdings
Washington
$821K -$139K -350 -14%
WWM
1284
Whalen Wealth Management
Nevada
$819K -$71.6K -181 -8%
PT
1285
Plimoth Trust
Massachusetts
$817K -$64.1K -162 -7%
IAG
1286
Ipsen Advisor Group
Arkansas
$816K -$127K -321 -14%
SFG
1287
Sovereign Financial Group
Connecticut
$815K -$23K -58 -3%
GWP
1288
Gateway Wealth Partners
Wisconsin
$814K +$90.2K +228 +13%
MWM
1289
Moran Wealth Management
Florida
$813K +$146K +369 +22%
HWM
1290
Hohimer Wealth Management
Washington
$813K +$24.9K +63 +3%
ORC
1291
O'Rourke & Company
Massachusetts
$812K -$299K -756 -27%
PP
1292
Patron Partners
Texas
$812K +$156K +394 +24%
AA
1293
Alta Advisers
United Kingdom
$809K – – –
RWP
1294
Revolve Wealth Partners
New Jersey
$809K +$28.5K +72 +4%
FAT
1295
First American Trust
California
$805K – – –
A
1296
AustralianSuper
Australia
$803K +$801K +2,023 New
MWM
1297
Modern Wealth Management
Kansas
$802K +$125K +317 +19%
SLWA
1298
San Luis Wealth Advisors
California
$801K +$396 +1 +0%
AWE
1299
Avidian Wealth Enterprises
Texas
$800K +$139K +351 +21%
1SB
1300
1ST Source Bank
Indiana
$800K -$7.92K -20 -1%
50 51
52
53 54