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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1351
Visionary Wealth Advisors
Illinois
$241K +$236K +1,047 New
BOH
1352
Bank of Hawaii
Hawaii
$240K +$10.8K +48 +5%
MCM
1353
Mengis Capital Management
Oregon
$239K – – –
ST
1354
Smithfield Trust
Pennsylvania
$238K – – –
APG
1355
Abacus Planning Group
South Carolina
$238K +$17.8K +79 +8%
HI
1356
Harbour Investments
Wisconsin
$238K -$1.58K -7 -0.7%
1WM
1357
1900 Wealth Management
Texas
$237K +$901 +4 +0.4%
CC
1358
Courier Capital
New York
$233K +$8.34K +37 +4%
GFS
1359
GYL Financial Synergies
Connecticut
$233K +$17.6K +78 +8%
RPWA
1360
Regent Peak Wealth Advisors
Georgia
$233K +$4.73K +21 +2%
MAG
1361
MRA Advisory Group
New Jersey
$232K +$4.06K +18 +2%
CAAS
1362
Capital Asset Advisory Services
Michigan
$232K +$228K +1,010 New
SOS
1363
Silver Oak Securities
Tennessee
$231K +$225K +997 New
SWM
1364
Silverlake Wealth Management
Vermont
$231K -$2.7K -12 -1%
FMP
1365
Financial Management Professionals
Texas
$231K +$7.21K +32 +3%
MAM
1366
McLean Asset Management
Virginia
$231K -$901 -4 -0.4%
HCM
1367
Howland Capital Management
Massachusetts
$231K +$2.25K +10 +1%
FCM
1368
Fourpath Capital Management
Oklahoma
$230K -$60.8K -270 -21%
CL
1369
COWA LLC
Oklahoma
$230K +$225K +1,000 New
DAS
1370
Diversify Advisory Services
Utah
$230K +$4.28K +19 +2%
AWM
1371
Avior Wealth Management
Nebraska
$229K -$12.8K -57 -5%
IFS
1372
Ifrah Financial Services
Arkansas
$228K -$3.38K -15 -1%
AA
1373
Argent Advisors
Louisiana
$228K – – –
CPIG
1374
Chicago Partners Investment Group
Illinois
$228K -$9.91K -44 -4%
SWA
1375
SOA Wealth Advisors
New York
$227K +$901 +4 +0.4%
53 54
55
56 57