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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1301
Sierra Capital
Florida
$5K -$4.09K -26 -46%
WR
1302
WD Rutherford
Oregon
$5K +$5.51K +35 New
MCC
1303
Money Concepts Capital
Florida
$4K -$32.4K -206 -88%
SA
1304
SRH Advisors
Kansas
$4K – – –
TWM
1305
Tradition Wealth Management
Minnesota
$4K – – –
TSWM
1306
Tyler-Stone Wealth Management
Ohio
$4K – – –
SC
1307
Schubert & Co
Texas
$4K +$2.36K +15 +115%
ETI
1308
Enterprise Trust & Investment
California
$4K +$4.25K +27 New
SFG
1309
Steward Financial Group
Texas
$3K -$14.3K -91 -81%
IWP
1310
IAG Wealth Partners
Wisconsin
$3K – – –
TF
1311
Tompkins Financial
New York
$3K – – –
DI
1312
Disciplined Investments
Oklahoma
$3K +$787 +5 +28%
WOSD
1313
WFA of San Diego
California
$3K +$2.99K +19 New
HI
1314
Hudock Inc
Pennsylvania
$2K – – –
NC
1315
NewSquare Capital
Pennsylvania
$2K – – –
WB
1316
West Bancorporation
Iowa
$2K – – –
MSFP
1317
Mark Sheptoff Financial Planning
Connecticut
$1K -$31.5K -200 -96%
AIP
1318
Ahrens Investment Partners
Louisiana
$1K – – –
ACK
1319
Andrew C. Karlinski
$1K – – –
LIM
1320
Longfellow Investment Management
Massachusetts
$1K – – –
UFF
1321
USA Financial Formulas
Michigan
$1K – – –
WWM
1322
Wolff Wiese Magana
California
$1K +$787 +5 New
PK
1323
Pflug Koory
Nebraska
$1K +$1.57K +10 New
TWP
1324
TFO Wealth Partners
Ohio
$1K +$1.57K +10 New
WA
1325
WestEnd Advisors
North Carolina
$730 +$787 +5 New
51 52
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