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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1326
Prosperity Consulting Group
Maryland
$417K +$110K +436 +40%
AA
1327
Advisory Alpha
Michigan
$415K -$2.01K -8 -0.5%
SFS
1328
Sowell Financial Services
Arkansas
$414K +$37.7K +150 +11%
VCM
1329
Versant Capital Management
Arizona
$414K +$18.3K +73 +5%
MAWA
1330
Moss Adams Wealth Advisors
Washington
$413K -$4.52K -18 -1%
GL
1331
Gerber LLC
Ohio
$413K +$502 +2 +0.1%
TC
1332
TFR Capital
Texas
$411K – – –
PCMNC
1333
Piedmont Capital Management (North Carolina)
North Carolina
$411K +$381K +1,516 New
BCP
1334
Blue Chip Partners
Michigan
$410K -$9.3K -37 -2%
AA
1335
Armis Advisers
Georgia
$409K +$332K +1,323 New
LW
1336
Libra Wealth
California
$409K -$46.5K -185 -11%
HI
1337
Harrington Investments
California
$409K – – –
CI
1338
Corient IA
Florida
$407K – – –
GVAG
1339
Great Valley Advisor Group
Delaware
$407K +$77.1K +307 +26%
VAM
1340
Virtue Asset Management
Illinois
$405K -$16.3K -65 -4%
SIC
1341
Salem Investment Counselors
North Carolina
$404K -$2.26K -9 -0.6%
IIL
1342
Income Insurance Ltd
$401K +$372K +1,480 New
FCM
1343
Fire Capital Management
California
$401K – – –
BAM
1344
Belpointe Asset Management
Nevada
$401K +$25.6K +102 +7%
SSG
1345
Summit Securities Group
New York
$401K +$329K +1,309 +779%
SCP
1346
Sivia Capital Partners
California
$400K -$80.9K -322 -18%
APM
1347
a16z Perennial Management
California
$398K -$11.6K -46 -3%
VA
1348
Veratis Advisors
North Carolina
$397K +$295K +1,175 New
SFO
1349
Stokes Family Office
Louisiana
$397K +$103K +410 +39%
GWM
1350
GSB Wealth Management
Connecticut
$395K +$1.26K +5 +0.3%
52 53
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55 56