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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1501
Wedge Capital Management
North Carolina
$238K – – –
GPW
1502
Genesis Private Wealth
Virginia
$237K -$24K -100 -9%
OPWM
1503
Oregon Pacific Wealth Management
Oregon
$237K -$1.2K -5 -0.5%
AWM
1504
Axxcess Wealth Management
California
$236K -$5.29K -22 -2%
JCM
1505
Jacobi Capital Management
Pennsylvania
$236K +$481 +2 +0.2%
TAM
1506
Titleist Asset Management
Texas
$236K -$14.7K -61 -6%
FMP
1507
Financial Management Professionals
Texas
$235K +$1.92K +8 +0.8%
V
1508
VeraBank
Texas
$235K – – –
JTWM
1509
Jackson Thornton Wealth Management
Alabama
$235K +$237K +987 New
FCFC
1510
First Citizens Financial Corp
Iowa
$234K +$229K +953 New
TFA
1511
Toth Financial Advisory
Virginia
$234K +$721 +3 +0.3%
APG
1512
Abacus Planning Group
South Carolina
$233K +$721 +3 +0.3%
TL
1513
Tradewinds LLC
North Carolina
$232K +$227K +945 New
PPW
1514
Parcion Private Wealth
Washington
$232K +$227K +943 New
IFS
1515
Ifrah Financial Services
Arkansas
$231K -$4.57K -19 -2%
SWA
1516
SOA Wealth Advisors
New York
$231K +$721 +3 +0.3%
BS
1517
Brighton Securities
New York
$230K -$56.5K -235 -20%
CPC
1518
Consolidated Planning Corp
Georgia
$229K -$426K -1,771 -65%
SVWAG
1519
Sound View Wealth Advisors Group
Georgia
$229K -$22.1K -92 -9%
SMA
1520
Seven Mile Advisory
New Jersey
$229K +$224K +932 New
VWA
1521
Visionary Wealth Advisors
Illinois
$229K +$11.8K +49 +6%
ACM
1522
Allred Capital Management
Texas
$228K +$4.57K +19 +2%
AHC
1523
Adell Harriman & Carpenter
Texas
$226K -$1.2K -5 -0.5%
GCP
1524
GSA Capital Partners
United Kingdom
$226K +$221K +921 New
LF
1525
Lee Financial
Texas
$226K +$221K +918 New
59 60
61
62 63