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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1401
Magnolia Capital Management
New York
$3K +$2.81K +18 New
SFG
1402
Steward Financial Group
Texas
$3K +$3.12K +20 New
RFS
1403
Retirement Financial Solutions
Tennessee
$2.95K +$2.81K +18 New
IAA
1404
Independent Advisor Alliance
North Carolina
$2.67K -$790K -5,058 -24%
NC
1405
NewSquare Capital
Pennsylvania
$2.3K – – –
VF
1406
VitalStone Financial
Texas
$2K +$1.56K +10 New
ST
1407
Sageworth Trust
Pennsylvania
$2K +$1.87K +12 New
CTA
1408
Colonial Trust Advisors
South Carolina
$1.97K +$1.87K +12 New
WWM
1409
Wolff Wiese Magana
California
$1.64K -$780 -5 -33%
HWP
1410
Highline Wealth Partners
California
$1.48K – – –
MSFP
1411
Mark Sheptoff Financial Planning
Connecticut
$1.48K – – –
SIS
1412
Sound Income Strategies
Florida
$1.31K -$1.09K -7 -47%
PA
1413
PSI Advisors
Florida
$1.31K – – –
MRCM
1414
M&R Capital Management
New Jersey
$1.15K +$1.09K +7 New
LFA
1415
Level Financial Advisors
New York
$1K +$937 +6 New
FSWA
1416
Financial Synergies Wealth Advisors
Texas
$985 +$937 +6 New
DJSG
1417
D.J. St. Germain
Massachusetts
$824 – – –
LIM
1418
Longfellow Investment Management
Massachusetts
$820 – – –
TWD
1419
True Wealth Design
Ohio
$820 +$780 +5 New
PI
1420
PEAK6 Investments
Illinois
$706 -$98K -628 -99%
WA
1421
WestEnd Advisors
North Carolina
$656 – – –
ORAM
1422
One River Asset Management
Connecticut
$656 +$624 +4 New
TWP
1423
TFO Wealth Partners
Ohio
$616 +$3.43K +22 New
TC
1424
Truvestments Capital
Florida
$42 -$8.9K -57 Closed
WIM
1425
Westside Investment Management
California
$36 – – –
55 56
57
58 59