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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1551
New Millennium Group
Utah
$28.6K +$26.7K +125 New
AW
1552
Avion Wealth
Texas
$28K +$2.77K +13 +12%
AF
1553
Aviso Financial
Ontario, Canada
$26K +$24.3K +114 New
RDIA
1554
RE Dickinson Investment Advisors
Iowa
$25.8K – – –
OCM
1555
Orion Capital Management
California
$25.3K – – –
BONH
1556
Bank of New Hampshire
New Hampshire
$25.1K – – –
LFA
1557
Legend Financial Advisors
Pennsylvania
$25.1K – – –
SC
1558
Steph & Co
Wisconsin
$24.7K +$1.92K +9 +9%
GEA
1559
Glen Eagle Advisors
New Jersey
$24.4K +$10K +47 +78%
CYG
1560
Clean Yield Group
Vermont
$24K – – –
AWM
1561
Abound Wealth Management
Tennessee
$23.4K – – –
CAM
1562
Close Asset Management
United Kingdom
$23K – – –
AWM
1563
AllSquare Wealth Management
New York
$22.8K – – –
CTA
1564
Colonial Trust Advisors
South Carolina
$22.8K +$8.54K +40 +67%
TF
1565
Tompkins Financial
New York
$22.6K – – –
ORAM
1566
One River Asset Management
Connecticut
$22.4K +$20.9K +98 New
TC
1567
Trust Company
Kansas
$21K – – –
TSWM
1568
Tyler-Stone Wealth Management
Ohio
$21K – – –
WPWM
1569
Western Pacific Wealth Management
Illinois
$21K +$19.6K +92 New
WIM
1570
Westside Investment Management
California
$21K +$2.13K +10 +12%
RFG
1571
RFP Financial Group
Georgia
$20.8K +$7.25K +34 +60%
CMA
1572
Cedar Mountain Advisors
Oregon
$20.8K – – –
CSWM
1573
Cassady Schiller Wealth Management
Ohio
$19.9K – – –
OWA
1574
Opal Wealth Advisors
New York
$19.2K +$17.9K +84 New
APC
1575
Aspire Private Capital
North Carolina
$18.3K -$6.4K -30 -27%
61 62
63
64 65