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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1326
Aster Capital Management
United Arab Emirates
$571K +$901K +2,831 New
NRC
1327
New Republic Capital
North Carolina
$569K -$75.1K -236 -12%
PWPS
1328
Pinnacle Wealth Planning Services
Ohio
$566K +$15.9K +50 +3%
BWM
1329
Blossom Wealth Management
California
$565K -$62K -195 -10%
TFA
1330
Tranquilli Financial Advisor
New Jersey
$565K -$152K -478 -21%
LSWP
1331
Liberty Square Wealth Partners
Pennsylvania
$565K +$16.2K +51 +3%
HWMG
1332
Harbour Wealth Management Group
South Carolina
$565K -$110K -346 -16%
JCIA
1333
Jackson Creek Investment Advisors
Colorado
$563K +$5.41K +17 +1%
SB
1334
Sunflower Bank
Texas
$562K +$2.23K +7 +0.4%
AMPWP
1335
Alvarez & Marsal Private Wealth Partners
Florida
$560K +$214K +672 +62%
AA
1336
Armis Advisers
Georgia
$556K -$12.1K -38 -3%
SCM
1337
Silvant Capital Management
Georgia
$555K -$4.58M -14,385 -89%
AWMNY
1338
Arcadia Wealth Management (New York)
New York
$554K +$554K +1,740 New
RZH
1339
Relyea Zuckerberg Hanson
Connecticut
$552K +$61.4K +193 +13%
GJWM
1340
Gilliland Jeter Wealth Management
Arkansas
$552K – – –
PCMNC
1341
Piedmont Capital Management (North Carolina)
North Carolina
$550K +$68.1K +214 +14%
BFO
1342
Biltmore Family Office
North Carolina
$550K – – –
DM
1343
Diversified Management
Wisconsin
$549K +$44.5K +140 +9%
ANB
1344
Amarillo National Bank
Texas
$548K +$55K +173 +11%
MM
1345
MQS Management
New York
$548K +$548K +1,722 New
1M
1346
1248 Management
Missouri
$547K +$547K +1,719 New
MWM
1347
Modern Wealth Management
Kansas
$546K +$109K +344 +25%
TAM
1348
Townsend Asset Management
North Carolina
$546K +$1.59K +5 +0.3%
ACS
1349
Archford Capital Strategies
Illinois
$546K +$7K +22 +1%
CG
1350
Clifford Group
Massachusetts
$545K – – –
52 53
54
55 56