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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1376
MRA Advisory Group
New Jersey
$226K +$211K +991 New
ESB
1377
Essex Savings Bank
Connecticut
$226K +$211K +990 New
M
1378
MOTCO
Texas
$225K – – –
SWA
1379
SOA Wealth Advisors
New York
$224K +$640 +3 +0.3%
CC
1380
Courier Capital
New York
$223K -$20.3K -95 -9%
PWAC
1381
Private Wealth Advisors (California)
California
$223K +$211K +988 New
FMP
1382
Financial Management Professionals
Texas
$222K -$60.4K -283 -23%
WAG
1383
Winthrop Advisory Group
Massachusetts
$222K +$207K +971 New
ATS
1384
Ashton Thomas Securities
New York
$222K +$204K +955 New
MCWA
1385
Meadow Creek Wealth Advisors
Georgia
$221K +$206K +967 New
SEIA
1386
Signature Estate & Investment Advisors
California
$220K +$206K +966 New
CIAS
1387
Capital Investment Advisory Services
North Carolina
$219K -$16K -75 -7%
HCA
1388
Hyperion Capital Advisors
New York
$219K +$205K +960 New
TFA
1389
Toth Financial Advisory
Virginia
$219K +$640 +3 +0.3%
CIA
1390
Capital Investment Advisors
Georgia
$219K +$205K +959 New
AG
1391
AlTi Global
New York
$218K -$89.6K -420 -31%
V
1392
VeraBank
Texas
$218K +$204K +956 New
APG
1393
Abacus Planning Group
South Carolina
$218K +$204K +955 New
GWSG
1394
GPS Wealth Strategies Group
Colorado
$216K -$10.7K -50 -5%
JCM
1395
Jacobi Capital Management
Pennsylvania
$216K +$202K +945 New
AF
1396
Advisornet Financial
Minnesota
$215K -$17.1K -80 -8%
MWM
1397
MGB Wealth Management
Texas
$214K +$194K +907 New
KWA
1398
Kellett Wealth Advisors
Ohio
$214K +$200K +937 New
GFS
1399
GYL Financial Synergies
Connecticut
$213K +$199K +935 New
PCMC
1400
Private Capital Management (Colorado)
Colorado
$213K +$199K +934 New
54 55
56
57 58