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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1501
Provenance Wealth Advisors
Florida
$13.8K – – –
SIC
1502
SJS Investment Consulting
Ohio
$13.3K – – –
WTA
1503
Washington Trust Advisors
Massachusetts
$13.3K -$35.4K -184 -73%
AAP
1504
Arax Advisory Partners
Colorado
$13.3K – – –
SIS
1505
Sound Income Strategies
Florida
$12.7K +$10.8K +56 +700%
GEA
1506
Glen Eagle Advisors
New Jersey
$11.9K – – –
SL
1507
Salomon & Ludwin
Virginia
$11.9K +$9.04K +47 +362%
CTA
1508
Colonial Trust Advisors
South Carolina
$11.9K +$9.23K +48 +400%
AFG
1509
Albion Financial Group
Utah
$11.5K – – –
CCMI
1510
Creative Capital Management Investments
California
$11.5K – – –
CB
1511
Centennial Bank
Arkansas
$11.3K – – –
RFG
1512
RFP Financial Group
Georgia
$11.3K +$3.85K +20 +54%
GFPC
1513
Global Financial Private Client
Florida
$10.8K – – –
RS
1514
Rakuten Securities
Japan
$10.5K +$6.15K +32 +152%
CTWM
1515
Cherry Tree Wealth Management
Minnesota
$10.3K -$4.23K -22 -30%
DPW
1516
DiNuzzo Private Wealth
Pennsylvania
$10.3K – – –
RWM
1517
Raffa Wealth Management
District of Columbia
$10.1K – – –
CBT
1518
CoreFirst Bank & Trust
Kansas
$9.89K – – –
GJIA
1519
Glass Jacobson Investment Advisors
Maryland
$9.89K – – –
CTB
1520
Country Trust Bank
Illinois
$9.49K +$4.62K +24 +100%
DF
1521
Dunhill Financial
United Kingdom
$8.63K +$1.35K +7 +19%
PCA
1522
Providence Capital Advisors
North Carolina
$8.31K – – –
W
1523
WealthCollab
Washington
$8.11K – – –
T
1524
Tidemark
California
$8.11K +$1.73K +9 +28%
MUMSS
1525
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7.91K +$7.69K +40 New
59 60
61
62 63