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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1301
Deseret Mutual Benefit Administrators
Utah
$92.6K -$2.03K -11 -2%
AWM
1302
Atticus Wealth Management
Florida
$88.9K – – –
OAJ
1303
Ogorek Anthony Joseph
New York
$87K – – –
MHR
1304
Matthew Hamilton Rosenberg
$84.4K -$39.8K -216 -31%
BCA
1305
Bray Capital Advisors
Florida
$83.7K – – –
FCA
1306
FinTrust Capital Advisors
South Carolina
$83K +$38.2K +207 +78%
TSW
1307
Thompson Siegel & Walmsley
Virginia
$82K +$4.98K +27 +6%
ACA
1308
Atlas Capital Advisors
Wyoming
$71.1K -$10.5K -57 -12%
CWC
1309
Carolinas Wealth Consulting
North Carolina
$70.4K -$30.6K -166 -27%
EWP
1310
Elevation Wealth Partners
California
$70K – – –
AGWCA
1311
Annis Gardner Whiting Capital Advisors
Florida
$69.9K +$73.6K +399 New
HBW
1312
Hazlett, Burt & Watson
West Virginia
$68K +$7.93K +43 +12%
MA
1313
MCF Advisors
Kentucky
$67.7K +$5.53K +30 +8%
CCA
1314
Catalyst Capital Advisors
New York
$65K +$17K +92 +33%
BIA
1315
Bell Investment Advisors
California
$63.2K -$2.03K -11 -3%
RFA
1316
Resurgent Financial Advisors
Georgia
$62.2K -$1.66K -9 -2%
NIC
1317
Northwest Investment Counselors
Oregon
$61.1K – – –
FCT
1318
First Community Trust
Iowa
$59K – – –
WTA
1319
Washington Trust Advisors
Massachusetts
$58.3K +$184 +1 +0.3%
JWA
1320
JFS Wealth Advisors
Pennsylvania
$58.1K -$1.29K -7 -2%
AF
1321
Arrow Financial
New York
$55.5K -$10.7K -58 -15%
HCP
1322
Hexagon Capital Partners
Arkansas
$52.4K -$5.35K -29 -9%
TWM
1323
Tradition Wealth Management
Minnesota
$51K +$3.13K +17 +6%
CPG
1324
Cornerstone Planning Group
New Jersey
$50.1K +$1.66K +9 +3%
FMP
1325
Financial Management Professionals
Texas
$49K -$7.01K -38 -12%
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