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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1501
Root Financial Partners
California
$238K +$233K +970 New
FCM
1502
Fourpath Capital Management
Oklahoma
$238K -$3.85K -16 -2%
WCM
1503
Wedge Capital Management
North Carolina
$238K – – –
GPW
1504
Genesis Private Wealth
Virginia
$237K -$24K -100 -9%
OPWM
1505
Oregon Pacific Wealth Management
Oregon
$237K -$1.2K -5 -0.5%
AWM
1506
Axxcess Wealth Management
California
$236K -$5.29K -22 -2%
JCM
1507
Jacobi Capital Management
Pennsylvania
$236K +$481 +2 +0.2%
TAM
1508
Titleist Asset Management
Texas
$236K -$14.7K -61 -6%
FMP
1509
Financial Management Professionals
Texas
$235K +$1.92K +8 +0.8%
V
1510
VeraBank
Texas
$235K – – –
JTWM
1511
Jackson Thornton Wealth Management
Alabama
$235K +$237K +987 New
FCFC
1512
First Citizens Financial Corp
Iowa
$234K +$229K +953 New
TFA
1513
Toth Financial Advisory
Virginia
$234K +$721 +3 +0.3%
APG
1514
Abacus Planning Group
South Carolina
$233K +$721 +3 +0.3%
TL
1515
Tradewinds LLC
North Carolina
$232K +$227K +945 New
PPW
1516
Parcion Private Wealth
Washington
$232K +$227K +943 New
IFS
1517
Ifrah Financial Services
Arkansas
$231K -$4.57K -19 -2%
SWA
1518
SOA Wealth Advisors
New York
$231K +$721 +3 +0.3%
BS
1519
Brighton Securities
New York
$230K -$56.5K -235 -20%
CPC
1520
Consolidated Planning Corp
Georgia
$229K -$426K -1,771 -65%
SVWAG
1521
Sound View Wealth Advisors Group
Georgia
$229K -$22.1K -92 -9%
SMA
1522
Seven Mile Advisory
New Jersey
$229K +$224K +932 New
VWA
1523
Visionary Wealth Advisors
Illinois
$229K +$11.8K +49 +6%
ACM
1524
Allred Capital Management
Texas
$228K +$4.57K +19 +2%
AHC
1525
Adell Harriman & Carpenter
Texas
$226K -$1.2K -5 -0.5%
59 60
61
62 63