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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1351
Carson Advisory
Georgia
$393K +$1.76K +7 +0.5%
DE
1352
Diversified Enterprises
Delaware
$391K +$32.7K +130 +10%
MG
1353
Mather Group
Illinois
$391K -$62.1K -247 -15%
SWM
1354
Shepherd Wealth Management
Ohio
$390K – – –
PWMG
1355
Prestige Wealth Management Group
New Jersey
$389K +$9.04K +36 +3%
NEPPG
1356
New England Professional Planning Group
Rhode Island
$388K -$7.29K -29 -2%
FGI
1357
Foresight Global Investors
New York
$388K – – –
HB
1358
Horizon Bancorp
Indiana
$387K +$94.7K +377 +36%
RCM
1359
Radnor Capital Management
Pennsylvania
$385K – – –
OL
1360
OneFund LLC
Florida
$384K +$19.6K +78 +6%
GIA
1361
Guyasuta Investment Advisors
Pennsylvania
$383K – – –
JC
1362
JM2 Capital
Oklahoma
$382K +$354K +1,409 New
FFN
1363
Focus Financial Network
Minnesota
$382K -$113K -451 -24%
AIM
1364
AMI Investment Management
Indiana
$380K – – –
CCWP
1365
Cedar Cove Wealth Partners
Minnesota
$378K +$350K +1,392 New
EAM
1366
Empirical Asset Management
Massachusetts
$376K +$502 +2 +0.1%
PAMG
1367
Patton Albertson Miller Group
Tennessee
$376K +$5.78K +23 +2%
Q
1368
QVR
California
$375K +$348K +1,384 New
PWAM
1369
Private Wealth Asset Management
Iowa
$374K – – –
MWA
1370
Midland Wealth Advisors
Illinois
$374K -$197K -783 -36%
WMA
1371
Wealth Management Associates
New Jersey
$373K – – –
AR
1372
Apeiron RIA
Texas
$373K -$4.52K -18 -2%
RW
1373
RVW Wealth
California
$373K – – –
FFA
1374
Fragasso Financial Advisors
Pennsylvania
$372K +$9.8K +39 +3%
CAM
1375
Cozad Asset Management
Illinois
$371K – – –
53 54
55
56 57