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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1326
Stuart Chaussee & Associates
California
$13K +$12.3K +76 New
AW
1327
Avion Wealth
Texas
$12K – – –
OSNBOA
1328
Old Second National Bank of Aurora
Illinois
$12K – – –
RF
1329
Robbins Farley
New Hampshire
$12K – – –
AFG
1330
Albion Financial Group
Utah
$12K +$2.43K +15 +26%
RWM
1331
Raffa Wealth Management
District of Columbia
$11.2K -$29.3K -181 -73%
AWM
1332
Avior Wealth Management
Nebraska
$11K – – –
EWM
1333
Evermay Wealth Management
Virginia
$11K – – –
EI
1334
Ellevest Inc
New York
$10K -$32.2K -199 -77%
LWA
1335
Lenox Wealth Advisors
New York
$10K -$5.35K -33 -34%
SFCL
1336
Strengthening Families & Communities LLC
Massachusetts
$10K +$9.88K +61 New
GFPC
1337
Global Financial Private Client
Florida
$9.1K – – –
BFC
1338
Bedel Financial Consulting
Indiana
$9K – – –
SC
1339
Sierra Capital
Florida
$9K +$2.11K +13 +30%
GKIM
1340
GW&K Investment Management
Massachusetts
$9K +$8.75K +54 New
WWP
1341
WR Wealth Planners
Missouri
$8.26K +$8.1K +50 New
NFSG
1342
Newbridge Financial Services Group
Florida
$8K – – –
JFA
1343
JNBA Financial Advisors
Minnesota
$7K -$2.27K -14 -25%
RCM
1344
Regency Capital Management
Hawaii
$6K +$5.67K +35 New
CCM
1345
Cribstone Capital Management
Maine
$5K – – –
S
1346
Surevest
California
$5K – – –
TWM
1347
Tradition Wealth Management
Minnesota
$4K -$486 -3 -11%
SA
1348
SRH Advisors
Kansas
$4K – – –
SIS
1349
Sound Income Strategies
Florida
$4K +$486 +3 +14%
TSWM
1350
Tyler-Stone Wealth Management
Ohio
$4K +$2.27K +14 +127%
52 53
54
55 56