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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1301
Mill Capital Management
North Carolina
$210K +$191K +1,065 New
WWM
1302
Windsor Wealth Management
Indiana
$209K +$196K +1,092 New
FL
1303
Fort LP
Maryland
$209K +$190K +1,059 New
LFA
1304
LGT Financial Advisors
Texas
$208K -$49.5K -276 -21%
WRPWM
1305
Werba Rubin Papier Wealth Management
California
$207K +$188K +1,050 New
PWAC
1306
Private Wealth Advisors (California)
California
$207K +$188K +1,050 New
C
1307
Covestor
United Kingdom
$207K +$27.6K +154 +17%
SWM
1308
Silverlake Wealth Management
Vermont
$206K +$187K +1,045 New
CD
1309
Chapin Davis
Maryland
$206K +$187K +1,045 New
DWM
1310
Drive Wealth Management
Utah
$206K +$187K +1,044 New
MSA
1311
Marino Stram & Associates
Massachusetts
$205K -$194K -1,082 -51%
HHGA
1312
Halbert Hargrove Global Advisors
California
$205K +$187K +1,041 New
SWA
1313
Sax Wealth Advisors
New Jersey
$205K +$186K +1,039 New
AA
1314
Argent Advisors
Louisiana
$205K +$186K +1,037 New
SB
1315
Sunflower Bank
Texas
$204K +$186K +1,035 New
MAM
1316
McLean Asset Management
Virginia
$204K +$185K +1,032 New
EFSCE
1317
Enterprise Financial Services Corp (EFSC)
Missouri
$204K +$185K +1,032 New
VCM
1318
Versant Capital Management
Arizona
$203K +$71.9K +401 +64%
HCM
1319
Howland Capital Management
Massachusetts
$203K +$184K +1,027 New
IFS
1320
Ifrah Financial Services
Arkansas
$203K +$184K +1,027 New
RT
1321
Rockland Trust
Massachusetts
$202K -$124K -691 -40%
JWCA
1322
J.W. Cole Advisors
Florida
$202K +$184K +1,025 New
RWMG
1323
Redwood Wealth Management Group
New Jersey
$202K +$184K +1,024 New
CII
1324
Capital International Inc
California
$201K +$183K +1,020 New
TFA
1325
Toth Financial Advisory
Virginia
$195K +$6.45K +36 +4%
51 52
53
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