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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1301
GSB Wealth Management
Connecticut
$357K -$1.2K -5 -0.3%
WSFG
1302
Wall Street Financial Group
Illinois
$357K +$91.4K +380 +35%
THCM
1303
Taylor Hoffman Capital Management
Virginia
$356K – – –
CA
1304
Carson Advisory
Georgia
$354K +$10.3K +43 +3%
AFP
1305
Ausdal Financial Partners
Iowa
$354K +$346K +1,441 New
CPA
1306
Capital Performance Advisors
California
$354K +$346K +1,440 New
BIA
1307
Benchmark Investment Advisors
Illinois
$354K +$346K +1,439 New
EP
1308
Edgestream Partners
New Jersey
$354K +$346K +1,439 New
ST
1309
Smithfield Trust
Pennsylvania
$353K +$99.5K +414 +41%
FGI
1310
Foresight Global Investors
New York
$351K +$344K +1,430 New
FPL
1311
Fortress Private Ledger
North Carolina
$350K +$54.3K +226 +19%
BCM
1312
Blume Capital Management
California
$350K – – –
SAI
1313
Savvy Advisors Inc
New York
$349K +$60.6K +252 +22%
RCM
1314
Radnor Capital Management
Pennsylvania
$349K – – –
GIA
1315
Guyasuta Investment Advisors
Pennsylvania
$347K – – –
DTC
1316
Davidson Trust Company
Washington
$347K +$40.1K +167 +13%
CII
1317
Capital International Inc
California
$345K -$10.1K -42 -3%
PW
1318
PUREfi Wealth
Massachusetts
$345K -$76.5K -318 -18%
DBIA
1319
Dumont & Blake Investment Advisors
New Jersey
$345K -$2.16K -9 -0.6%
CF
1320
Convergence Financial
Missouri
$344K -$18K -75 -5%
AIM
1321
AMI Investment Management
Indiana
$344K – – –
PWMG
1322
Prestige Wealth Management Group
New Jersey
$344K +$3.61K +15 +1%
AIM
1323
Advyzon Investment Management
Illinois
$344K -$25.5K -106 -7%
CIA
1324
Caerus Investment Advisors
Texas
$343K +$336K +1,396 New
MWM
1325
Maridea Wealth Management
New York
$342K +$334K +1,390 New
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