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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1376
Invera Wealth Advisors
Oregon
$667K -$139K -350 -17%
EFS
1377
Essex Financial Services
Connecticut
$666K +$20.6K +52 +3%
FFA
1378
Fi3 Financial Advisors
Indiana
$661K +$1.09M +2,766 +282%
GJWM
1379
Gilliland Jeter Wealth Management
Arkansas
$658K -$30.5K -77 -4%
MWPCG
1380
Measured Wealth Private Client Group
New Hampshire
$657K -$2.77K -7 -0.4%
BT
1381
Banque Transatlantique
France
$655K +$27.3K +69 +4%
SIC
1382
Salem Investment Counselors
North Carolina
$655K -$2.38K -6 -0.4%
TTWM
1383
TCV Trust & Wealth Management
Virginia
$653K +$204K +515 +46%
TCA
1384
Transcend Capital Advisors
New Jersey
$653K +$38.8K +98 +6%
VIP
1385
Vista Investment Partners
Oklahoma
$651K -$7.12K -18 -1%
ALAM
1386
Asahi Life Asset Management
Japan
$647K +$645K +1,630 New
VHAM
1387
Van Hulzen Asset Management
California
$645K -$122K -307 -16%
TC
1388
TFR Capital
Texas
$644K +$19.4K +49 +3%
CBB
1389
Citizens Business Bank
California
$643K – – –
AP
1390
Americana Partners
Texas
$641K +$239K +605 +60%
RZH
1391
Relyea Zuckerberg Hanson
Connecticut
$640K -$48.3K -122 -7%
CA
1392
Cache Advisors
California
$635K – – –
ACS
1393
Archford Capital Strategies
Illinois
$635K -$45.9K -116 -7%
CP
1394
Canopy Partners
Ohio
$635K -$33.6K -85 -5%
AA
1395
Advisory Alpha
Michigan
$634K +$105K +265 +20%
OFS
1396
OneAscent Financial Services
Alabama
$633K -$26.5K -67 -4%
LRIA
1397
Leonard Rickey Investment Advisors
Washington
$631K -$40.4K -102 -6%
VDC
1398
Van Diest Capital
Iowa
$631K -$513K -1,295 -45%
DM
1399
Diversified Management
Wisconsin
$630K -$55.4K -140 -8%
AAS
1400
Ameritas Advisory Services
Nebraska
$629K +$180K +454 +40%
54 55
56
57 58