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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1401
Abacus Planning Group
South Carolina
$222K +$2.65K +12 +1%
RPWA
1402
Regent Peak Wealth Advisors
Georgia
$222K +$7.52K +34 +3%
MCM
1403
Mengis Capital Management
Oregon
$221K – – –
FMP
1404
Financial Management Professionals
Texas
$221K +$7.96K +36 +4%
ACM
1405
Allred Capital Management
Texas
$218K -$9.51K -43 -4%
MAM
1406
McLean Asset Management
Virginia
$218K +$2.87K +13 +1%
AHC
1407
Adell Harriman & Carpenter
Texas
$217K -$44.2K -200 -16%
CIA
1408
Capital Investment Advisors
Georgia
$217K +$15.9K +72 +8%
OPWM
1409
Oregon Pacific Wealth Management
Oregon
$215K +$224K +1,014 New
ECA
1410
Elevated Capital Advisors
Utah
$215K +$224K +1,014 New
ST
1411
Smithfield Trust
Pennsylvania
$215K – – –
CAAS
1412
Capital Asset Advisory Services
Michigan
$215K -$2.65K -12 -1%
MAG
1413
MRA Advisory Group
New Jersey
$214K – – –
CC
1414
Courier Capital
New York
$213K -$1.99K -9 -0.9%
SWM
1415
Silverlake Wealth Management
Vermont
$213K -$884 -4 -0.4%
BOH
1416
Bank of Hawaii
Hawaii
$212K -$9.51K -43 -4%
RBWA
1417
RFG - Bristol Wealth Advisors
Massachusetts
$212K +$220K +997 New
GPW
1418
Genesis Private Wealth
Virginia
$212K +$220K +997 New
FCM
1419
Fourpath Capital Management
Oklahoma
$211K -$1.55K -7 -0.7%
1WM
1420
1900 Wealth Management
Texas
$211K -$8.4K -38 -4%
CWS
1421
Confluence Wealth Services
Pennsylvania
$211K -$91.7K -415 -31%
IFS
1422
Ifrah Financial Services
Arkansas
$211K – – –
SWA
1423
SOA Wealth Advisors
New York
$211K +$884 +4 +0.4%
PWAC
1424
Private Wealth Advisors (California)
California
$210K – – –
GW
1425
Griffith & Werner
Georgia
$210K +$218K +988 New
55 56
57
58 59