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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1501
Matthew Hamilton Rosenberg
$111K -$10.4K -48 -8%
SC
1502
Stephens Consulting
Michigan
$110K -$3.03K -14 -3%
HWM
1503
Hemington Wealth Management
Virginia
$108K +$11.9K +55 +11%
DMBA
1504
Deseret Mutual Benefit Administrators
Utah
$107K – – –
PMFA
1505
Plante Moran Financial Advisors
Michigan
$107K +$30K +139 +36%
MFA
1506
McClarren Financial Advisors
Pennsylvania
$106K +$113K +525 New
AWM
1507
Atticus Wealth Management
Florida
$105K – – –
BCM
1508
Berbice Capital Management
New York
$105K – – –
FPB
1509
First PREMIER Bank
South Dakota
$101K – – –
OA
1510
Operose Advisors
Wisconsin
$101K – – –
1IA
1511
1620 Investment Advisors
Massachusetts
$100K +$2.59K +12 +2%
GWSG
1512
GPS Wealth Strategies Group
Colorado
$95.4K -$102K -473 -50%
PW
1513
Pandora Wealth
Illinois
$94.8K +$102K +470 New
CIA
1514
Cape Investment Advisory
Georgia
$94.6K +$14.5K +67 +17%
MA
1515
MCF Advisors
Kentucky
$93.6K -$2.16K -10 -2%
RF
1516
Rossby Financial
Florida
$89.9K +$99.8K +462 New
CA
1517
Continuum Advisory
Idaho
$89.4K +$12.3K +57 +15%
MSWM
1518
Mowery & Schoenfeld Wealth Management
Illinois
$88.5K +$3.46K +16 +4%
MFG
1519
Mendota Financial Group
Wisconsin
$87.7K – – –
WB
1520
Webster Bank
Connecticut
$86.9K – – –
EWP
1521
Elevation Wealth Partners
California
$80.7K – – –
EWM
1522
Evermay Wealth Management
Virginia
$80.5K – – –
BI
1523
Binnacle Investments
Iowa
$79.7K +$85.4K +395 New
CFO
1524
CVA Family Office
Colorado
$79.5K +$28.7K +133 +51%
RFS
1525
Richardson Financial Services
Massachusetts
$76.8K – – –
59 60
61
62 63