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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1401
Sonora Investment Management Group
Arizona
$223K -$287K -1,298 -55%
MC
1402
Machina Capital
France
$223K +$232K +1,048 New
ML
1403
McAdam LLC
Pennsylvania
$222K +$15.5K +70 +7%
APG
1404
Abacus Planning Group
South Carolina
$222K +$2.65K +12 +1%
RPWA
1405
Regent Peak Wealth Advisors
Georgia
$222K +$7.52K +34 +3%
MCM
1406
Mengis Capital Management
Oregon
$221K – – –
FMP
1407
Financial Management Professionals
Texas
$221K +$7.96K +36 +4%
ACM
1408
Allred Capital Management
Texas
$218K -$9.51K -43 -4%
MAM
1409
McLean Asset Management
Virginia
$218K +$2.87K +13 +1%
AHC
1410
Adell Harriman & Carpenter
Texas
$217K -$44.2K -200 -16%
CIA
1411
Capital Investment Advisors
Georgia
$217K +$15.9K +72 +8%
OPWM
1412
Oregon Pacific Wealth Management
Oregon
$215K +$224K +1,014 New
ECA
1413
Elevated Capital Advisors
Utah
$215K +$224K +1,014 New
ST
1414
Smithfield Trust
Pennsylvania
$215K – – –
CAAS
1415
Capital Asset Advisory Services
Michigan
$215K -$2.65K -12 -1%
MAG
1416
MRA Advisory Group
New Jersey
$214K – – –
CC
1417
Courier Capital
New York
$213K -$1.99K -9 -0.9%
SWM
1418
Silverlake Wealth Management
Vermont
$213K -$884 -4 -0.4%
BOH
1419
Bank of Hawaii
Hawaii
$212K -$9.51K -43 -4%
RBWA
1420
RFG - Bristol Wealth Advisors
Massachusetts
$212K +$220K +997 New
GPW
1421
Genesis Private Wealth
Virginia
$212K +$220K +997 New
FCM
1422
Fourpath Capital Management
Oklahoma
$211K -$1.55K -7 -0.7%
1WM
1423
1900 Wealth Management
Texas
$211K -$8.4K -38 -4%
CWS
1424
Confluence Wealth Services
Pennsylvania
$211K -$91.7K -415 -31%
IFS
1425
Ifrah Financial Services
Arkansas
$211K – – –
55 56
57
58 59