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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1301
Milestone Investment Advisors
Wisconsin
$93K +$97.9K +531 New
DMBA
1302
Deseret Mutual Benefit Administrators
Utah
$92.6K -$2.03K -11 -2%
AWM
1303
Atticus Wealth Management
Florida
$88.9K – – –
OAJ
1304
Ogorek Anthony Joseph
New York
$87K – – –
MHR
1305
Matthew Hamilton Rosenberg
$84.4K -$39.8K -216 -31%
BCA
1306
Bray Capital Advisors
Florida
$83.7K – – –
FCA
1307
FinTrust Capital Advisors
South Carolina
$83K +$38.2K +207 +78%
TSW
1308
Thompson Siegel & Walmsley
Virginia
$82K +$4.98K +27 +6%
ACA
1309
Atlas Capital Advisors
Wyoming
$71.1K -$10.5K -57 -12%
CWC
1310
Carolinas Wealth Consulting
North Carolina
$70.4K -$30.6K -166 -27%
EWP
1311
Elevation Wealth Partners
California
$70K – – –
AGWCA
1312
Annis Gardner Whiting Capital Advisors
Florida
$69.9K +$73.6K +399 New
HBW
1313
Hazlett, Burt & Watson
West Virginia
$68K +$7.93K +43 +12%
MA
1314
MCF Advisors
Kentucky
$67.7K +$5.53K +30 +8%
CCA
1315
Catalyst Capital Advisors
New York
$65K +$17K +92 +33%
BIA
1316
Bell Investment Advisors
California
$63.2K -$2.03K -11 -3%
RFA
1317
Resurgent Financial Advisors
Georgia
$62.2K -$1.66K -9 -2%
NIC
1318
Northwest Investment Counselors
Oregon
$61.1K – – –
FCT
1319
First Community Trust
Iowa
$59K – – –
WTA
1320
Washington Trust Advisors
Massachusetts
$58.3K +$184 +1 +0.3%
JWA
1321
JFS Wealth Advisors
Pennsylvania
$58.1K -$1.29K -7 -2%
AF
1322
Arrow Financial
New York
$55.5K -$10.7K -58 -15%
HCP
1323
Hexagon Capital Partners
Arkansas
$52.4K -$5.35K -29 -9%
TWM
1324
Tradition Wealth Management
Minnesota
$51K +$3.13K +17 +6%
CPG
1325
Cornerstone Planning Group
New Jersey
$50.1K +$1.66K +9 +3%
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