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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1451
Beacon Investment Advisors
Maryland
$231K -$605K -2,906 -75%
OPWM
1452
Oregon Pacific Wealth Management
Oregon
$230K +$202K +968 New
WCM
1453
Wedge Capital Management
North Carolina
$230K +$202K +968 New
TC
1454
TownSquare Capital
Utah
$230K -$2.46M -11,834 -92%
FFA
1455
First Foundation Advisors
California
$230K -$95.2K -457 -32%
IFS
1456
Ifrah Financial Services
Arkansas
$228K +$200K +960 New
MM
1457
MQS Management
New York
$228K -$191K -917 -49%
AIA
1458
Accelerate Investment Advisors
California
$228K -$41K -197 -17%
JCM
1459
Jacobi Capital Management
Pennsylvania
$228K +$199K +957 New
V
1460
VeraBank
Texas
$228K +$199K +956 New
EL
1461
EWA LLC
Pennsylvania
$227K +$199K +954 New
CIAS
1462
Capital Investment Advisory Services
North Carolina
$227K +$198K +953 New
WAG
1463
Winthrop Advisory Group
Massachusetts
$227K +$198K +953 New
GPWM
1464
Grant Private Wealth Management
California
$227K +$198K +952 New
FMP
1465
Financial Management Professionals
Texas
$226K -$16.7K -80 -8%
TFA
1466
Toth Financial Advisory
Virginia
$226K +$625 +3 +0.3%
APG
1467
Abacus Planning Group
South Carolina
$225K -$29.4K -141 -13%
FC
1468
Farringdon Capital
United Kingdom
$224K -$802K -3,853 -80%
PCG
1469
Prosperity Consulting Group
Maryland
$223K -$63.3K -304 -24%
SWA
1470
SOA Wealth Advisors
New York
$222K -$12.7K -61 -6%
AHC
1471
Adell Harriman & Carpenter
Texas
$220K +$193K +925 New
GFP
1472
Gryphon Financial Partners
Ohio
$220K +$192K +923 New
CAS
1473
CTC Alternative Strategies
Illinois
$219K +$192K +920 New
QFA
1474
Quantum Financial Advisors
California
$218K +$191K +917 New
PFA
1475
Pure Financial Advisors
California
$217K +$190K +912 New
57 58
59
60 61