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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1326
Silverlake Wealth Management
Vermont
$211K +$190K +1,062 New
CD
1327
Chapin Davis
Maryland
$211K +$190K +1,062 New
GDP
1328
Great Diamond Partners
Maine
$211K +$189K +1,061 New
SWA
1329
Sax Wealth Advisors
New Jersey
$210K +$189K +1,058 New
AL
1330
Aspiriant LLC
California
$210K +$189K +1,057 New
NL
1331
NWAM LLC
Washington
$209K -$22.7K -127 -11%
RWP
1332
Revolve Wealth Partners
New Jersey
$208K +$188K +1,050 New
WRPWM
1333
Werba Rubin Papier Wealth Management
California
$208K +$187K +1,046 New
ST
1334
Smithfield Trust
Pennsylvania
$207K -$89.6K -502 -33%
MCM
1335
Mengis Capital Management
Oregon
$207K +$186K +1,040 New
AA
1336
Argent Advisors
Louisiana
$206K +$185K +1,037 New
NCFG
1337
New Century Financial Group
New Jersey
$206K +$185K +1,036 New
MCM
1338
Morton Capital Management
California
$206K +$185K +1,036 New
EFSCE
1339
Enterprise Financial Services Corp (EFSC)
Missouri
$205K +$184K +1,031 New
VCM
1340
Versant Capital Management
Arizona
$205K -$714 -4 -0.4%
C
1341
Certuity
Florida
$204K +$184K +1,028 New
CIAS
1342
Capital Investment Advisory Services
North Carolina
$203K +$182K +1,021 New
TWA
1343
TCI Wealth Advisors
Arizona
$203K +$182K +1,021 New
JWCA
1344
J.W. Cole Advisors
Florida
$203K +$182K +1,020 New
PWW
1345
Pettyjohn Wood & White
Virginia
$202K +$182K +1,018 New
FTIS
1346
First Trust Investment Solutions
Florida
$201K +$180K +1,010 New
IFS
1347
Ifrah Financial Services
Arkansas
$201K +$180K +1,010 New
BC
1348
Bridgefront Capital
Texas
$200K +$180K +1,009 New
GWSG
1349
GPS Wealth Strategies Group
Colorado
$199K -$4.46K -25 -2%
M
1350
MOTCO
Texas
$198K – – –
52 53
54
55 56