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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1526
Heritage Wealth Advisors
Virginia
$76.7K -$8K -37 -9%
FFO
1527
Fortitude Family Office
Arizona
$76.2K – – –
PP
1528
PFS Partners
New Jersey
$74.6K +$80K +370 New
HBW
1529
Hazlett, Burt & Watson
West Virginia
$74K +$432 +2 +0.5%
BGA
1530
Battery Global Advisors
Massachusetts
$72.2K – – –
SHIM
1531
Stone House Investment Management
Pennsylvania
$72.2K +$77.4K +358 New
WTFG
1532
Wood Tarver Financial Group
Idaho
$71.6K – – –
BIA
1533
Bell Investment Advisors
California
$71.2K +$3.03K +14 +4%
PAS
1534
Point72 Asia (Singapore)
Singapore
$68.6K +$73.5K +340 New
EDRH
1535
Edmond de Rothschild Holding
Switzerland
$67.8K – – –
HNW
1536
High Note Wealth
Minnesota
$67.4K – – –
AF
1537
Abound Financial
California
$66.1K +$70.9K +328 New
NFSG
1538
Newbridge Financial Services Group
Florida
$65.9K +$432 +2 +0.6%
WPA
1539
Wealth Preservation Advisors
Tennessee
$64.1K +$68.7K +318 New
WA
1540
Whipplewood Advisors
Colorado
$63.9K +$67.4K +312 +102%
FCT
1541
First Community Trust
Iowa
$62.9K – – –
CT
1542
Clearstead Trust
Maine
$61.7K – – –
HCP
1543
Hexagon Capital Partners
Arkansas
$60.5K +$864 +4 +1%
GKIM
1544
GW&K Investment Management
Massachusetts
$59K +$5.19K +24 +9%
CWC
1545
Carolinas Wealth Consulting
North Carolina
$57.9K +$216 +1 +0.3%
SVCP
1546
Silicon Valley Capital Partners
California
$57.8K +$432 +2 +0.7%
RA
1547
Rise Advisors
New York
$56.6K +$4.11K +19 +7%
CPG
1548
Cornerstone Planning Group
New Jersey
$55.8K +$19K +88 +41%
KC
1549
Knuff & Co
California
$55.5K – – –
C
1550
Covestor
United Kingdom
$55K +$1.95K +9 +3%
60 61
62
63 64