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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1501
WealthBridge Investment Counsel
Alberta, Canada
$387K – – –
SFS
1502
Stiles Financial Services
Minnesota
$386K -$6.68K -21 -2%
AMCA
1503
Arthur M. Cohen & Associates
Illinois
$385K – – –
WA
1504
Waddell & Associates
Tennessee
$385K +$14.3K +45 +4%
MA
1505
MCF Advisors
Kentucky
$385K +$77.6K +244 +25%
WWM
1506
Wolff Wiese Magana
California
$384K +$2.23K +7 +0.6%
KCPG
1507
Kavar Capital Partners Group
Kansas
$383K -$1.27K -4 -0.3%
SFC
1508
SYM Financial Corp
Indiana
$381K +$15K +47 +4%
RF
1509
Roxbury Financial
New Jersey
$379K +$955 +3 +0.3%
AG
1510
AlTi Global
New York
$379K -$315K -990 -45%
GPA
1511
Guerra Pan Advisors
New Jersey
$378K +$103K +325 +38%
CSPIA
1512
Cary Street Partners Investment Advisory
Virginia
$376K +$98.3K +309 +35%
HMS
1513
Hanseatic Management Services
New Mexico
$376K +$376K +1,181 New
AR
1514
Apeiron RIA
Texas
$375K +$318 +1 +0.1%
BM
1515
Berman McAleer
Maryland
$375K – – –
PCA
1516
Purkiss Capital Advisors
Connecticut
$375K +$955 +3 +0.3%
TPA
1517
Trivium Point Advisory
Connecticut
$374K +$86.2K +271 +30%
AA
1518
Argent Advisors
Louisiana
$373K -$25.8K -81 -6%
ML
1519
McAdam LLC
Pennsylvania
$373K -$17.8K -56 -5%
AF
1520
Advisornet Financial
Minnesota
$372K -$5.73K -18 -2%
TAFW
1521
Tred Avon Family Wealth
Maryland
$372K – – –
CIS
1522
Custom Index Systems
New York
$371K -$2.54K -8 -0.7%
TAM
1523
Titleist Asset Management
Texas
$369K +$60.8K +191 +20%
BAWM
1524
Bennett Associates Wealth Management
Pennsylvania
$368K -$92.9K -292 -20%
PFA
1525
Pure Financial Advisors
California
$368K +$33.7K +106 +10%
59 60
61
62 63