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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1451
West Branch Capital
Massachusetts
$30.1K -$6.54K -34 -18%
PWMG
1452
Private Wealth Management Group
New Jersey
$29.3K – – –
MAM
1453
Magellan Asset Management
Australia
$28.9K -$769 -4 -3%
CTC
1454
Cetera Trust Company
Minnesota
$28.9K – – –
CH
1455
Canton Hathaway
Rhode Island
$27K – – –
DSC
1456
Duncker Streett & Co
Missouri
$26.3K – – –
VWA
1457
Valued Wealth Advisors
Utah
$25.8K +$2.12K +11 +9%
PB
1458
Pinnacle Bancorp
Nebraska
$25.5K – – –
MRCM
1459
M&R Capital Management
New Jersey
$24.9K -$146K -759 -86%
ME
1460
McIlrath & Eck
Washington
$24.2K – – –
TWP
1461
TFO Wealth Partners
Ohio
$23.7K – – –
EWM
1462
Evermay Wealth Management
Virginia
$23.5K -$769 -4 -3%
RCM
1463
Raleigh Capital Management
North Carolina
$23.3K +$15.4K +80 +211%
KFP
1464
Keener Financial Planning
Texas
$23K +$21.5K +112 New
HF
1465
Halpern Financial
Virginia
$22.7K – – –
CQS
1466
Credential Qtrade Securities
$22.5K – – –
CFO
1467
CVA Family Office
Colorado
$22.2K +$577 +3 +3%
RDIA
1468
RE Dickinson Investment Advisors
Iowa
$22K – – –
AW
1469
Avion Wealth
Texas
$22K +$1.15K +6 +6%
OCM
1470
Orion Capital Management
California
$22K – – –
BONH
1471
Bank of New Hampshire
New Hampshire
$21.8K – – –
LFA
1472
Legend Financial Advisors
Pennsylvania
$21.8K – – –
APC
1473
Aspire Private Capital
North Carolina
$21.7K +$192 +1 +0.9%
CYG
1474
Clean Yield Group
Vermont
$20.8K – – –
AWM
1475
Abound Wealth Management
Tennessee
$20.3K -$961 -5 -5%
57 58
59
60 61