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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1376
San Luis Wealth Advisors
California
$245K +$648 +3 +0.2%
TAM
1377
Titleist Asset Management
Texas
$244K -$29K -134 -10%
KCPG
1378
Kavar Capital Partners Group
Kansas
$244K – – –
AF
1379
Advisornet Financial
Minnesota
$244K +$19.4K +90 +8%
DCM
1380
Donaldson Capital Management
Indiana
$243K -$64.2K -297 -20%
GAAM
1381
Guinness Atkinson Asset Management
California
$241K -$37K -171 -13%
AMCA
1382
Arthur M. Cohen & Associates
Illinois
$241K – – –
MBT
1383
Montecito Bank & Trust
California
$241K – – –
AR
1384
Apeiron RIA
Texas
$241K -$1.73K -8 -0.7%
AAS
1385
Ameritas Advisory Services
Nebraska
$241K +$3.67K +17 +2%
WMA
1386
Wealth Management Associates
New Jersey
$239K – – –
FC
1387
Fairscale Capital
New Hampshire
$238K +$248K +1,147 +3,277%
BLC
1388
Brown, Lisle/Cummings
Rhode Island
$237K +$4.11K +19 +2%
RPC
1389
Rossmore Private Capital
Connecticut
$237K +$13.8K +64 +6%
CAL
1390
Capital Advisors Ltd
Ohio
$237K -$6.27K -29 -2%
BCM
1391
Becker Capital Management
Oregon
$237K -$2.16K -10 -0.8%
FA
1392
Fermata Advisors
California
$236K -$83.4K -386 -25%
BWP
1393
BSW Wealth Partners
Colorado
$236K -$25.9K -120 -9%
PCA
1394
Purkiss Capital Advisors
Connecticut
$235K +$43.9K +203 +21%
AA
1395
Argent Advisors
Louisiana
$235K +$44.5K +206 +21%
MSA
1396
Marino Stram & Associates
Massachusetts
$235K – – –
TCOO
1397
Trust Company of Oklahoma
Oklahoma
$234K – – –
AIA
1398
Accelerate Investment Advisors
California
$233K +$250K +1,155 New
FA
1399
Fedenia Advisers
Wisconsin
$233K -$19.2K -89 -7%
PWP
1400
Phillips Wealth Planners
Mississippi
$232K -$206K -954 -42%
54 55
56
57 58