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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1376
Waterloo Capital
Texas
$515K +$121K +381 +31%
SAM
1377
Strategy Asset Managers
California
$514K -$49.6K -156 -9%
GCP
1378
GSA Capital Partners
United Kingdom
$514K +$214K +674 +71%
BT
1379
Banque Transatlantique
France
$513K +$483K +1,519 +1,651%
RWPA
1380
Richard W. Paul & Associates
Michigan
$510K -$47.7K -150 -9%
CA
1381
Cache Advisors
California
$509K – – –
IAAG
1382
Innovative Asset Advisors Group
Connecticut
$507K +$507K +1,592 New
EFG
1383
Ethos Financial Group
Pennsylvania
$504K +$504K +1,583 New
RWA
1384
Roberts Wealth Advisors
California
$502K +$636 +2 +0.1%
GBT
1385
Grove Bank & Trust
Florida
$500K -$1.91K -6 -0.4%
TC
1386
TFR Capital
Texas
$500K +$17.5K +55 +4%
RWM
1387
Rockline Wealth Management
New York
$499K – – –
AF
1388
Alerus Financial
North Dakota
$499K +$487K +1,530 +3,923%
SAI
1389
Systematic Alpha Investments
New Jersey
$499K – – –
KP
1390
Keel Point
Alabama
$492K -$440K -1,384 -47%
TCA
1391
Transcend Capital Advisors
New Jersey
$492K -$239K -751 -33%
IIC
1392
Integrated Investment Consultants
Michigan
$489K -$6.68K -21 -1%
CMTU
1393
Capital Markets Trading (UK)
United Kingdom
$486K +$486K +1,529 New
GL
1394
Gerber LLC
Ohio
$485K +$636 +2 +0.1%
CPA
1395
Capital Performance Advisors
California
$484K +$50.3K +158 +12%
ST
1396
Smithfield Trust
Pennsylvania
$482K -$65.9K -207 -12%
PWP
1397
Phillips Wealth Planners
Mississippi
$482K -$320K -1,007 -47%
MA
1398
Mutual Advisors
Nebraska
$481K -$75.7K -238 -14%
LW
1399
Libra Wealth
California
$480K – – –
ACM
1400
Absolute Capital Management
Pennsylvania
$479K +$479K +1,505 New
54 55
56
57 58