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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1351
Kelly Financial Services
Massachusetts
$108K +$370 +2 +0.4%
KFI
1352
Key Financial Inc
Pennsylvania
$108K +$17.6K +95 +21%
PO
1353
Private Ocean
California
$107K +$95.9K +518 +1,671%
DMBA
1354
Deseret Mutual Benefit Administrators
Utah
$105K +$9.07K +49 +10%
SAG
1355
Spotlight Asset Group
Illinois
$104K +$99.1K +535 New
SC
1356
Stephens Consulting
Michigan
$104K – – –
AWM
1357
Atticus Wealth Management
Florida
$99K – – –
AS
1358
AM Squared
Hong Kong
$97.4K -$167K -900 -64%
OA
1359
Operose Advisors
Wisconsin
$97.4K – – –
OAJ
1360
Ogorek Anthony Joseph
New York
$97K – – –
FBC
1361
Fairfield, Bush & Co
Connecticut
$96.6K +$91.9K +496 New
FA
1362
Fiduciary Alliance
South Carolina
$93.3K +$88.7K +479 New
BCA
1363
Bray Capital Advisors
Florida
$93.1K – – –
WB
1364
Webster Bank
Connecticut
$92.7K – – –
ACA
1365
Atlas Capital Advisors
Wyoming
$90.2K -$3.52K -19 -4%
BWM
1366
BerganKDV Wealth Management
Minnesota
$86.9K -$25.2K -136 -23%
TSW
1367
Thompson Siegel & Walmsley
Virginia
$86K – – –
MRCM
1368
M&R Capital Management
New Jersey
$83K +$73.9K +399 +1,478%
IGWM
1369
ICA Group Wealth Management
Colorado
$81.2K +$76.5K +413 +10,325%
BWL
1370
Bogart Wealth LLC
Virginia
$79.1K +$20.2K +109 +37%
SIM
1371
Studio Investment Management
Illinois
$78.5K – – –
EWP
1372
Elevation Wealth Partners
California
$77.9K – – –
ODG
1373
O'Dell Group
Ohio
$77.9K +$74.1K +400 New
PMFA
1374
Plante Moran Financial Advisors
Michigan
$76.2K +$48.5K +262 +203%
MCM
1375
McMillion Capital Management
North Carolina
$75.4K +$71.7K +387 New
53 54
55
56 57