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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1551
Aviso Financial
Ontario, Canada
$26K +$24.3K +114 New
RDIA
1552
RE Dickinson Investment Advisors
Iowa
$25.8K – – –
OCM
1553
Orion Capital Management
California
$25.3K – – –
BONH
1554
Bank of New Hampshire
New Hampshire
$25.1K – – –
LFA
1555
Legend Financial Advisors
Pennsylvania
$25.1K – – –
SC
1556
Steph & Co
Wisconsin
$24.7K +$1.92K +9 +9%
GEA
1557
Glen Eagle Advisors
New Jersey
$24.4K +$10K +47 +78%
CYG
1558
Clean Yield Group
Vermont
$24K – – –
AWM
1559
Abound Wealth Management
Tennessee
$23.4K – – –
CAM
1560
Close Asset Management
United Kingdom
$23K – – –
AWM
1561
AllSquare Wealth Management
New York
$22.8K – – –
CTA
1562
Colonial Trust Advisors
South Carolina
$22.8K +$8.54K +40 +67%
TF
1563
Tompkins Financial
New York
$22.6K – – –
ORAM
1564
One River Asset Management
Connecticut
$22.4K +$20.9K +98 New
TC
1565
Trust Company
Kansas
$21K – – –
TSWM
1566
Tyler-Stone Wealth Management
Ohio
$21K – – –
WPWM
1567
Western Pacific Wealth Management
Illinois
$21K +$19.6K +92 New
WIM
1568
Westside Investment Management
California
$21K +$2.13K +10 +12%
RFG
1569
RFP Financial Group
Georgia
$20.8K +$7.25K +34 +60%
CMA
1570
Cedar Mountain Advisors
Oregon
$20.8K – – –
CSWM
1571
Cassady Schiller Wealth Management
Ohio
$19.9K – – –
OWA
1572
Opal Wealth Advisors
New York
$19.2K +$17.9K +84 New
APC
1573
Aspire Private Capital
North Carolina
$18.3K -$6.4K -30 -27%
FFA
1574
Frazier Financial Advisors
Ohio
$18K -$3.84K -18 -19%
RTL
1575
Red Tortoise LLC
Georgia
$18K – – –
61 62
63
64 65