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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1426
Cornerstone Planning Group
New Jersey
$45.1K -$10K -52 -19%
SFCL
1427
Strengthening Families & Communities LLC
Massachusetts
$45K +$192 +1 +0.4%
TFGT
1428
TS Financial Group (TSFG)
Illinois
$43K – – –
AT
1429
Arlington Trust
Alabama
$42.9K -$1.73K -9 -4%
KC
1430
Kepos Capital
New York
$42K -$2.69K -14 -6%
CWM
1431
CarsonAllaria Wealth Management
Illinois
$41.1K +$192 +1 +0.5%
CPA
1432
Clear Point Advisors
New York
$40K – – –
NCTC
1433
New Covenant Trust Company
Indiana
$39.8K +$38.6K +201 New
MTIC
1434
Missouri Trust & Investment Company
Missouri
$39.6K – – –
HFS
1435
Horizon Financial Services
North Carolina
$39.6K +$38.5K +200 New
LF
1436
LifeSteps Financial
California
$39K +$37.9K +197 New
SWM
1437
Sugarloaf Wealth Management
Georgia
$38K – – –
CMP
1438
Coston McIsaac & Partners
Maine
$37K +$192 +1 +0.5%
CFS
1439
CGC Financial Services
Oregon
$36.6K – – –
SC
1440
SouthState Corp
Florida
$34.6K – – –
PK
1441
Pflug Koory
Nebraska
$34K +$769 +4 +2%
CFD
1442
Creative Financial Designs
Indiana
$33.4K -$7.69K -40 -19%
GKIM
1443
GW&K Investment Management
Massachusetts
$32K -$961 -5 -3%
NCM
1444
Northwest Capital Management
Oregon
$31.8K – – –
SCA
1445
Stuart Chaussee & Associates
California
$31.6K – – –
BFPW
1446
BOK Financial Private Wealth
Colorado
$31.3K – – –
PSB
1447
Piscataqua Savings Bank
New Hampshire
$31.1K – – –
RTC
1448
Riverview Trust Company
Washington
$30.5K +$29.6K +154 New
WBC
1449
West Branch Capital
Massachusetts
$30.1K -$6.54K -34 -18%
PWMG
1450
Private Wealth Management Group
New Jersey
$29.3K – – –
56 57
58
59 60