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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1501
Continuum Advisory
Idaho
$82K +$9.06K +41 +12%
RFS
1502
Richardson Financial Services
Massachusetts
$81K -$1.33K -6 -2%
FFO
1503
Fortitude Family Office
Arizona
$80.3K – – –
JWA
1504
JFS Wealth Advisors
Pennsylvania
$78K – – –
HBW
1505
Hazlett, Burt & Watson
West Virginia
$77K +$221 +1 +0.3%
BGA
1506
Battery Global Advisors
Massachusetts
$76.1K – – –
HIW
1507
Holos Integrated Wealth
Pennsylvania
$75.6K +$78.7K +356 New
CCA
1508
Criterion Capital Advisors
Tennessee
$75.6K – – –
WTFG
1509
Wood Tarver Financial Group
Idaho
$75K +$78.5K +355 New
EBA
1510
Eagle Bay Advisors
New York
$73.1K -$8.62K -39 -10%
BC
1511
Bayforest Capital
United Kingdom
$73.1K +$76K +344 New
BIA
1512
Bell Investment Advisors
California
$72K -$5.08K -23 -6%
EDRH
1513
Edmond de Rothschild Holding
Switzerland
$71.4K +$74.3K +336 New
HNW
1514
High Note Wealth
Minnesota
$71K +$73.8K +334 New
NFSG
1515
Newbridge Financial Services Group
Florida
$69.1K +$71.8K +325 New
HFS
1516
Hantz Financial Services
Michigan
$69K – – –
FCT
1517
First Community Trust
Iowa
$66.3K – – –
CT
1518
Clearstead Trust
Maine
$65K – – –
WA
1519
Whipplewood Advisors
Colorado
$65K +$67.6K +306 New
WI
1520
Wintrust Investments
Illinois
$64K +$45.5K +206 +215%
ACA
1521
Atlas Capital Advisors
Wyoming
$63.3K – – –
HCP
1522
Hexagon Capital Partners
Arkansas
$62.9K – – –
GSWM
1523
Golden State Wealth Management
California
$61K +$63.4K +287 New
CWC
1524
Carolinas Wealth Consulting
North Carolina
$60.8K – – –
SVCP
1525
Silicon Valley Capital Partners
California
$60.6K +$221 +1 +0.4%
59 60
61
62 63