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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1401
Moss Adams Wealth Advisors
Washington
$479K -$6.36K -20 -1%
CA
1402
Centerpoint Advisors
Massachusetts
$477K -$159K -500 -25%
AFP
1403
Ausdal Financial Partners
Iowa
$477K -$37.2K -117 -7%
HI
1404
Harrington Investments
California
$477K -$3.18K -10 -0.7%
B
1405
BetterWealth
California
$476K +$476K +1,497 New
WSFG
1406
Wall Street Financial Group
Illinois
$475K +$252K +791 +113%
BCP
1407
Blue Chip Partners
Michigan
$475K -$6.36K -20 -1%
MSR
1408
Main Street Research
Connecticut
$474K +$77.3K +243 +19%
FFM
1409
Forum Financial Management
Illinois
$472K -$1.46M -4,600 -76%
CFO
1410
Cambient Family Office
Michigan
$471K +$74.5K +234 +19%
IIL
1411
Income Insurance Ltd
$471K – – –
FCM
1412
Fire Capital Management
California
$470K – – –
APM
1413
a16z Perennial Management
California
$467K – – –
IP
1414
Investment Partners
Ohio
$467K -$39.8K -125 -8%
QC
1415
Quent Capital
New York
$467K -$136K -427 -23%
GWM
1416
GSB Wealth Management
Connecticut
$465K +$955 +3 +0.2%
CWG
1417
Cornerstone Wealth Group
North Carolina
$463K +$40.4K +127 +11%
THCM
1418
Taylor Hoffman Capital Management
Virginia
$461K – – –
FMLI
1419
Fukoku Mutual Life Insurance
Japan
$459K -$45.2K -142 -9%
NEPPG
1420
New England Professional Planning Group
Rhode Island
$456K – – –
FGI
1421
Foresight Global Investors
New York
$455K – – –
CA
1422
Carson Advisory
Georgia
$453K -$7.64K -24 -2%
KIA
1423
KCM Investment Advisors
California
$452K +$452K +1,421 New
RCM
1424
Radnor Capital Management
Pennsylvania
$452K – – –
PWMG
1425
Prestige Wealth Management Group
New Jersey
$450K -$6.36K -20 -1%
55 56
57
58 59