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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
1276
Gilliland Jeter Wealth Management
Arkansas
$470K +$2.51K +10 +0.6%
CC
1277
Cornerstone Capital
California
$470K -$5.03K -20 -1%
PWPS
1278
Pinnacle Wealth Planning Services
Ohio
$469K +$4.27K +17 +1%
ST
1279
Smithfield Trust
Pennsylvania
$469K +$72.6K +289 +20%
BFO
1280
Biltmore Family Office
North Carolina
$469K – – –
LSWP
1281
Liberty Square Wealth Partners
Pennsylvania
$468K – – –
CCG
1282
Cypress Capital Group
Florida
$467K -$2.26K -9 -0.5%
AWE
1283
Avidian Wealth Enterprises
Texas
$465K +$24.9K +99 +6%
CG
1284
Clifford Group
Massachusetts
$465K – – –
TAM
1285
Townsend Asset Management
North Carolina
$464K – – –
WWM
1286
Western Wealth Management
Colorado
$463K +$2.26K +9 +0.5%
SW
1287
Simplicity Wealth
New Jersey
$462K +$110K +438 +35%
CCMIC
1288
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$461K +$6.28K +25 +2%
7WCP
1289
71 West Capital Partners
Massachusetts
$460K +$426K +1,696 New
ACS
1290
Archford Capital Strategies
Illinois
$459K -$18.3K -73 -4%
C
1291
Certuity
Florida
$457K -$10.3K -41 -2%
MWPCG
1292
Measured Wealth Private Client Group
New Hampshire
$457K – – –
NB
1293
Northwest Bancshares
Pennsylvania
$457K – – –
MCM
1294
MV Capital Management
Maryland
$457K +$502 +2 +0.1%
HFS
1295
Heritage Financial Services
Massachusetts
$452K -$371K -1,477 -47%
RDFA
1296
Ritter Daniher Financial Advisory
Ohio
$451K +$1.51K +6 +0.4%
FIA
1297
Foundations Investment Advisors
Arizona
$450K -$240K -957 -37%
VIP
1298
Vista Investment Partners
Oklahoma
$449K -$3.52K -14 -0.8%
AWM
1299
Aberdeen Wealth Management
Illinois
$445K -$37.4K -149 -8%
USCWA
1300
U.S. Capital Wealth Advisors
Texas
$444K +$7.29K +29 +2%
50 51
52
53 54