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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1301
Wealth Management Associates
New Jersey
$271K – – –
JAG
1302
Journey Advisory Group
Kentucky
$270K -$10.7K -50 -4%
TL
1303
Tradewinds LLC
North Carolina
$270K +$252K +1,182 New
BTWM
1304
Brass Tax Wealth Management
Ohio
$267K +$250K +1,171 New
DA
1305
Drake & Associates
Wisconsin
$267K +$250K +1,171 New
CAL
1306
Capital Advisors Ltd
Ohio
$267K +$12.2K +57 +5%
MSA
1307
Marino Stram & Associates
Massachusetts
$265K -$231K -1,082 -48%
BWP
1308
BSW Wealth Partners
Colorado
$264K +$1.92K +9 +0.8%
FB
1309
First Bancorp
Maine
$263K -$5.55K -26 -2%
GPA
1310
Guerra Pan Advisors
New Jersey
$262K – – –
BLC
1311
Brown, Lisle/Cummings
Rhode Island
$261K – – –
RCG
1312
Regatta Capital Group
California
$261K -$4.05K -19 -2%
SW
1313
SteelPeak Wealth
California
$260K -$500K -2,344 -67%
CFG
1314
Cooper Financial Group
California
$260K +$243K +1,140 New
RPC
1315
Rossmore Private Capital
Connecticut
$259K – – –
BBA
1316
Baader Bank Aktiengesellschaft
Germany
$259K +$9.18K +43 +4%
HW
1317
Hancock Whitney
Mississippi
$259K -$26.2K -123 -10%
FMII
1318
Farmers & Merchants Investments Inc
Nebraska
$258K – – –
WA
1319
WBH Advisory
Maryland
$258K -$5.33K -25 -2%
BC
1320
Belmont Capital
California
$257K +$240K +1,127 New
CSPAM
1321
Cary Street Partners Asset Management
Virginia
$257K – – –
GG
1322
Greenwood Gearhart
Arkansas
$257K – – –
AO
1323
Advisor OS
Illinois
$256K +$239K +1,121 New
HB
1324
Horizon Bancorp
Indiana
$255K +$29K +136 +14%
VC
1325
Veery Capital
Delaware
$255K +$1.28K +6 +0.5%
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