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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1376
Howland Capital Management
Massachusetts
$226K +$212K +992 New
RPWA
1377
Regent Peak Wealth Advisors
Georgia
$226K +$211K +991 New
MAG
1378
MRA Advisory Group
New Jersey
$226K +$211K +991 New
ESB
1379
Essex Savings Bank
Connecticut
$226K +$211K +990 New
M
1380
MOTCO
Texas
$225K – – –
SWA
1381
SOA Wealth Advisors
New York
$224K +$640 +3 +0.3%
CC
1382
Courier Capital
New York
$223K -$20.3K -95 -9%
PWAC
1383
Private Wealth Advisors (California)
California
$223K +$211K +988 New
FMP
1384
Financial Management Professionals
Texas
$222K -$60.4K -283 -23%
WAG
1385
Winthrop Advisory Group
Massachusetts
$222K +$207K +971 New
ATS
1386
Ashton Thomas Securities
New York
$222K +$204K +955 New
MCWA
1387
Meadow Creek Wealth Advisors
Georgia
$221K +$206K +967 New
SEIA
1388
Signature Estate & Investment Advisors
California
$220K +$206K +966 New
CIAS
1389
Capital Investment Advisory Services
North Carolina
$219K -$16K -75 -7%
HCA
1390
Hyperion Capital Advisors
New York
$219K +$205K +960 New
TFA
1391
Toth Financial Advisory
Virginia
$219K +$640 +3 +0.3%
CIA
1392
Capital Investment Advisors
Georgia
$219K +$205K +959 New
AG
1393
AlTi Global
New York
$218K -$89.6K -420 -31%
V
1394
VeraBank
Texas
$218K +$204K +956 New
APG
1395
Abacus Planning Group
South Carolina
$218K +$204K +955 New
GWSG
1396
GPS Wealth Strategies Group
Colorado
$216K -$10.7K -50 -5%
JCM
1397
Jacobi Capital Management
Pennsylvania
$216K +$202K +945 New
AF
1398
Advisornet Financial
Minnesota
$215K -$17.1K -80 -8%
MWM
1399
MGB Wealth Management
Texas
$214K +$194K +907 New
KWA
1400
Kellett Wealth Advisors
Ohio
$214K +$200K +937 New
54 55
56
57 58