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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1301
Chapin Davis
Maryland
$216K +$5.77K +30 +3%
AFG
1302
Atomi Financial Group
New York
$215K +$209K +1,089 New
SL
1303
SFM LLC
New Hampshire
$215K – – –
WIA
1304
World Investment Advisors
California
$215K +$209K +1,089 New
JWCA
1305
J.W. Cole Advisors
Florida
$215K +$12.7K +66 +6%
AGC
1306
Aspen Grove Capital
Colorado
$214K -$192 -1 -0.1%
VCG
1307
Vantage Consulting Group
Virginia
$213K -$9.04K -47 -4%
NIM
1308
Northeast Investment Management
Massachusetts
$213K -$9.61K -50 -4%
MFG
1309
Mosaic Financial Group
Illinois
$212K +$206K +1,070 New
CC
1310
Courier Capital
New York
$212K -$89.6K -466 -30%
SMA
1311
Sage Mountain Advisors
Georgia
$211K -$11K -57 -5%
RWP
1312
Revolve Wealth Partners
New Jersey
$211K +$3.27K +17 +2%
HCM
1313
Hengehold Capital Management
Ohio
$211K -$385 -2 -0.2%
AFS
1314
Axiom Financial Strategies
Indiana
$211K +$385 +2 +0.2%
GDP
1315
Great Diamond Partners
Maine
$210K +$385 +2 +0.2%
EIG
1316
Ellenbecker Investment Group
Wisconsin
$209K -$11.7K -61 -5%
SWM
1317
Silverlake Wealth Management
Vermont
$208K -$2.31K -12 -1%
FTIS
1318
First Trust Investment Solutions
Florida
$207K +$7.11K +37 +4%
WRPWM
1319
Werba Rubin Papier Wealth Management
California
$207K – – –
MCM
1320
Mengis Capital Management
Oregon
$206K – – –
EFSCE
1321
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$1.73K +9 +0.9%
FFA
1322
Fragasso Financial Advisors
Pennsylvania
$205K +$200K +1,038 New
BCM
1323
Becker Capital Management
Oregon
$205K -$28.8K -150 -13%
CIAS
1324
Capital Investment Advisory Services
North Carolina
$205K +$2.88K +15 +1%
SF
1325
Symphony Financial
Texas
$204K +$198K +1,030 New
51 52
53
54 55