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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1301
Versant Capital Management
Arizona
$357K +$27.6K +115 +9%
GWM
1302
GSB Wealth Management
Connecticut
$357K -$1.2K -5 -0.3%
WSFG
1303
Wall Street Financial Group
Illinois
$357K +$91.4K +380 +35%
THCM
1304
Taylor Hoffman Capital Management
Virginia
$356K – – –
CA
1305
Carson Advisory
Georgia
$354K +$10.3K +43 +3%
AFP
1306
Ausdal Financial Partners
Iowa
$354K +$346K +1,441 New
CPA
1307
Capital Performance Advisors
California
$354K +$346K +1,440 New
BIA
1308
Benchmark Investment Advisors
Illinois
$354K +$346K +1,439 New
EP
1309
Edgestream Partners
New Jersey
$354K +$346K +1,439 New
ST
1310
Smithfield Trust
Pennsylvania
$353K +$99.5K +414 +41%
FGI
1311
Foresight Global Investors
New York
$351K +$344K +1,430 New
FPL
1312
Fortress Private Ledger
North Carolina
$350K +$54.3K +226 +19%
BCM
1313
Blume Capital Management
California
$350K – – –
SAI
1314
Savvy Advisors Inc
New York
$349K +$60.6K +252 +22%
RCM
1315
Radnor Capital Management
Pennsylvania
$349K – – –
GIA
1316
Guyasuta Investment Advisors
Pennsylvania
$347K – – –
DTC
1317
Davidson Trust Company
Washington
$347K +$40.1K +167 +13%
CII
1318
Capital International Inc
California
$345K -$10.1K -42 -3%
PW
1319
PUREfi Wealth
Massachusetts
$345K -$76.5K -318 -18%
DBIA
1320
Dumont & Blake Investment Advisors
New Jersey
$345K -$2.16K -9 -0.6%
CF
1321
Convergence Financial
Missouri
$344K -$18K -75 -5%
AIM
1322
AMI Investment Management
Indiana
$344K – – –
PWMG
1323
Prestige Wealth Management Group
New Jersey
$344K +$3.61K +15 +1%
AIM
1324
Advyzon Investment Management
Illinois
$344K -$25.5K -106 -7%
CIA
1325
Caerus Investment Advisors
Texas
$343K +$336K +1,396 New
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