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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1526
Coston McIsaac & Partners
Maine
$43K – – –
CPG
1527
Cornerstone Planning Group
New Jersey
$42.9K -$2.56K -12 -5%
TCA
1528
Trifecta Capital Advisors
Illinois
$42.7K +$33.7K +158 +545%
CFS
1529
CGC Financial Services
Oregon
$42.2K – – –
CFD
1530
Creative Financial Designs
Indiana
$38.6K – – –
NCM
1531
Northwest Capital Management
Oregon
$36.8K – – –
SCA
1532
Stuart Chaussee & Associates
California
$36.5K – – –
RCM
1533
Raleigh Capital Management
North Carolina
$36.5K +$8.96K +42 +36%
BFPW
1534
BOK Financial Private Wealth
Colorado
$36.1K – – –
CFO
1535
CVA Family Office
Colorado
$35.8K +$9.6K +45 +40%
PSB
1536
Piscataqua Savings Bank
New Hampshire
$35.8K – – –
PWMG
1537
Private Wealth Management Group
New Jersey
$35.6K +$1.71K +8 +5%
OP
1538
ORG Partners
Indiana
$35.3K +$28.8K +135 +675%
RTC
1539
Riverview Trust Company
Washington
$35.2K – – –
VWA
1540
Valued Wealth Advisors
Utah
$34.5K +$4.48K +21 +16%
KC
1541
Kepos Capital
New York
$34K -$12.6K -59 -28%
CTC
1542
Cetera Trust Company
Minnesota
$33.3K – – –
MAM
1543
Magellan Asset Management
Australia
$33.3K – – –
CH
1544
Canton Hathaway
Rhode Island
$31K – – –
ME
1545
McIlrath & Eck
Washington
$30.8K +$2.77K +13 +11%
DSC
1546
Duncker Streett & Co
Missouri
$30.4K – – –
NRG
1547
Nemes Rush Group
Michigan
$29.7K -$21.1K -99 -43%
PB
1548
Pinnacle Bancorp
Nebraska
$29.4K – – –
WBC
1549
West Branch Capital
Massachusetts
$29K -$5.33K -25 -16%
MRCM
1550
M&R Capital Management
New Jersey
$28.8K – – –
60 61
62
63 64