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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1326
Cooper Financial Group
California
$262K +$5.97K +27 +2%
DWS
1327
Dynamic Wealth Strategies
California
$261K – – –
BIA
1328
Bigelow Investment Advisors
Maine
$261K – – –
SA
1329
Sovran Advisors
California
$261K +$268K +1,214 New
CFFP
1330
Center for Financial Planning
Michigan
$260K -$37.8K -171 -12%
PWW
1331
Pettyjohn Wood & White
Virginia
$260K – – –
HFP
1332
Holistic Financial Partners
Indiana
$259K -$5.08K -23 -2%
LA
1333
Lifeworks Advisors
Michigan
$259K -$161K -730 -37%
FFA
1334
Fragasso Financial Advisors
Pennsylvania
$258K +$7.07K +32 +3%
WIC
1335
WealthBridge Investment Counsel
Alberta, Canada
$258K – – –
KCPG
1336
Kavar Capital Partners Group
Kansas
$257K – – –
SLWA
1337
San Luis Wealth Advisors
California
$257K +$884 +4 +0.3%
MCC
1338
Malaga Cove Capital
California
$257K +$267K +1,208 New
KBFS
1339
Kohmann Bosshard Financial Services
Ohio
$256K -$142K -644 -35%
CAL
1340
Capital Advisors Ltd
Ohio
$256K +$9.95K +45 +4%
AR
1341
Apeiron RIA
Texas
$256K +$1.77K +8 +0.7%
VCM
1342
Versant Capital Management
Arizona
$256K +$71K +321 +36%
CWM
1343
Connecticut Wealth Management
Connecticut
$255K +$18.1K +82 +7%
C
1344
Certuity
Florida
$254K -$2.21K -10 -0.8%
AMCA
1345
Arthur M. Cohen & Associates
Illinois
$254K – – –
MBT
1346
Montecito Bank & Trust
California
$254K – – –
GWMI
1347
Guardian Wealth Management (Illinois)
Illinois
$254K -$12.2K -55 -4%
HW
1348
Hancock Whitney
Mississippi
$253K -$884 -4 -0.3%
WMA
1349
Wealth Management Associates
New Jersey
$252K – – –
BCM
1350
Becker Capital Management
Oregon
$252K +$7.29K +33 +3%
52 53
54
55 56