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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
1526
GSA Capital Partners
United Kingdom
$226K +$221K +921 New
LF
1527
Lee Financial
Texas
$226K +$221K +918 New
FWA
1528
Flagship Wealth Advisors
Massachusetts
$225K +$16.1K +67 +8%
QFA
1529
Quantum Financial Advisors
California
$225K – – –
UAG
1530
United Advisor Group
Ohio
$224K +$220K +913 New
AIA
1531
Accelerate Investment Advisors
California
$224K -$10.8K -45 -5%
SA
1532
Strategic Advisors
New York
$224K +$962 +4 +0.4%
CCG
1533
Catalina Capital Group
California
$223K +$6.73K +28 +3%
KWA
1534
Kellett Wealth Advisors
Ohio
$223K – – –
WA
1535
Westfuller Advisors
New York
$221K +$7.21K +30 +3%
GW
1536
Griffith & Werner
Georgia
$221K +$229K +952 New
PPC
1537
Park Place Capital
Alabama
$219K – – –
BTWM
1538
Baker Tilly Wealth Management
Wisconsin
$218K +$214K +889 New
AWM
1539
Ariadne Wealth Management
California
$218K +$221K +918 New
MA
1540
MJP Associates
Connecticut
$218K +$7.93K +33 +4%
PAW
1541
Plan A Wealth
Nebraska
$217K +$1.2K +5 +0.6%
EC
1542
Enhancing Capital
Pennsylvania
$217K – – –
HWM
1543
Hobbs Wealth Management
Indiana
$217K +$212K +882 New
LAM
1544
Longboard Asset Management
Arizona
$216K +$212K +881 New
CWS
1545
Cypress Wealth Services
California
$216K +$212K +880 New
MCCP
1546
Mission Creek Capital Partners
California
$216K – – –
ESB
1547
Essex Savings Bank
Connecticut
$214K -$2.4K -10 -1%
RWMG
1548
Redwood Wealth Management Group
New Jersey
$213K -$5.77K -24 -3%
B
1549
Bellecapital
Switzerland
$213K – – –
OTL
1550
Oak Thistle LLC
New York
$213K -$668K -2,780 -76%
60 61
62
63 64