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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1451
McLean Asset Management
Virginia
$260K +$721 +3 +0.3%
HFP
1452
Holistic Financial Partners
Indiana
$259K +$254K +1,055 New
1WM
1453
1900 Wealth Management
Texas
$259K +$5.53K +23 +2%
SFO
1454
Stokes Family Office
Louisiana
$259K +$253K +1,053 New
AMCA
1455
Arthur M. Cohen & Associates
Illinois
$258K – – –
LA
1456
Lifeworks Advisors
Michigan
$258K -$2.4K -10 -0.9%
HB
1457
Horizon Bancorp
Indiana
$258K +$86.8K +361 +52%
IA
1458
IFP Advisors
Florida
$258K -$205K -853 -45%
RPWA
1459
Regent Peak Wealth Advisors
Georgia
$258K +$252K +1,049 New
TFM
1460
TFC Financial Management
Massachusetts
$258K -$12K -50 -5%
DWM
1461
Drive Wealth Management
Utah
$256K +$7.45K +31 +3%
MAG
1462
MRA Advisory Group
New Jersey
$256K +$2.4K +10 +1%
MCM
1463
Mengis Capital Management
Oregon
$256K – – –
BWG
1464
Berry Wealth Group
Texas
$255K -$2.24M -9,333 -90%
WFA
1465
Websterrogers Financial Advisors
South Carolina
$254K – – –
SIMG
1466
Sonora Investment Management Group
Arizona
$253K – – –
OA
1467
Operose Advisors
Wisconsin
$253K -$962 -4 -0.4%
SW
1468
SMART Wealth
Nebraska
$253K -$83.4K -347 -25%
GAAM
1469
Guinness Atkinson Asset Management
California
$251K – – –
OFS
1470
OneAscent Financial Services
Alabama
$250K -$239K -996 -49%
ICP
1471
Interchange Capital Partners
Pennsylvania
$249K +$244K +1,013 New
DLCIG
1472
D.L. Carlson Investment Group
New Hampshire
$248K -$7.45K -31 -3%
BL
1473
Balentine LLC
Georgia
$248K +$35.1K +146 +17%
CIAS
1474
Capital Investment Advisory Services
North Carolina
$246K +$12K +50 +5%
RBWA
1475
RFG - Bristol Wealth Advisors
Massachusetts
$246K +$481 +2 +0.2%
57 58
59
60 61