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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1301
Certuity
Florida
$278K -$75.5K -335 -22%
BWM
1302
Brophy Wealth Management
New Hampshire
$276K +$270K +1,197 New
HW
1303
Hancock Whitney
Mississippi
$275K +$14K +62 +5%
MBT
1304
Montecito Bank & Trust
California
$275K -$46.2K -205 -15%
AR
1305
Apeiron RIA
Texas
$275K – – –
MAWA
1306
Moss Adams Wealth Advisors
Washington
$274K +$31.5K +140 +13%
WMA
1307
Wealth Management Associates
New Jersey
$273K – – –
FA
1308
FDx Advisors
Illinois
$273K -$4.06K -18 -1%
FFA
1309
Fragasso Financial Advisors
Pennsylvania
$272K +$16.4K +73 +7%
SF
1310
Symphony Financial
Texas
$272K +$31.1K +138 +13%
SW
1311
Simplicity Wealth
New Jersey
$271K -$4.1M -18,208 -94%
JAG
1312
Journey Advisory Group
Kentucky
$270K – – –
TCOO
1313
Trust Company of Oklahoma
Oklahoma
$269K -$5.63K -25 -2%
BWP
1314
BSW Wealth Partners
Colorado
$269K +$2.7K +12 +1%
MSA
1315
Marino Stram & Associates
Massachusetts
$268K – – –
AMCA
1316
Arthur M. Cohen & Associates
Illinois
$268K – – –
CAL
1317
Capital Advisors Ltd
Ohio
$267K -$2.25K -10 -0.9%
TCWA
1318
Turtle Creek Wealth Advisors
Texas
$266K +$8.79K +39 +3%
FL
1319
Fort LP
Maryland
$265K -$41.9K -186 -14%
BCM
1320
Becker Capital Management
Oregon
$265K +$24.6K +109 +10%
FB
1321
First Bancorp
Maine
$265K – – –
GPA
1322
Guerra Pan Advisors
New Jersey
$264K – – –
BLC
1323
Brown, Lisle/Cummings
Rhode Island
$264K – – –
AFS
1324
Axiom Financial Strategies
Indiana
$263K +$258K +1,144 New
TFM
1325
TFC Financial Management
Massachusetts
$262K +$6.99K +31 +3%
51 52
53
54 55