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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
1551
Live Oak Investment Partners
Texas
$41.4K – – –
SWM
1552
Sugarloaf Wealth Management
Georgia
$40.8K – – –
KIM
1553
Kestra Investment Management
Texas
$40.5K +$42.2K +191 New
PGAM
1554
Princeton Global Asset Management
New Jersey
$40.4K -$4.64K -21 -10%
CMP
1555
Coston McIsaac & Partners
Maine
$40K – – –
TCA
1556
Trifecta Capital Advisors
Illinois
$39.7K – – –
CFS
1557
CGC Financial Services
Oregon
$39.3K – – –
FUBT
1558
First United Bank & Trust
Maryland
$37.8K – – –
LFA
1559
LGT Financial Advisors
Texas
$37.8K – – –
PK
1560
Pflug Koory
Nebraska
$36.5K – – –
RCM
1561
Raleigh Capital Management
North Carolina
$35.9K -$1.55K -7 -4%
PB
1562
Pinnacle Bancorp
Nebraska
$35.9K – – –
BFPW
1563
BOK Financial Private Wealth
Colorado
$35.7K +$2.21K +10 +6%
BCMLT
1564
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.4K -$4.86K -22 -12%
RTC
1565
Riverview Trust Company
Washington
$35.3K +$884 +4 +2%
FMTCOCP
1566
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K -$27K -122 -42%
CJ
1567
Caitlin John
Michigan
$34.3K – – –
NCM
1568
Northwest Capital Management
Oregon
$34.2K – – –
SCA
1569
Stuart Chaussee & Associates
California
$34K – – –
PWMG
1570
Private Wealth Management Group
New Jersey
$33.6K – – –
CFD
1571
Creative Financial Designs
Indiana
$33.4K -$9.29K -42 -21%
PSB
1572
Piscataqua Savings Bank
New Hampshire
$33.4K – – –
WTA
1573
Washington Trust Advisors
Massachusetts
$32.9K – – –
FLP
1574
Financial Life Planners
Arizona
$32.7K +$34K +154 New
VWA
1575
Valued Wealth Advisors
Utah
$31.1K +$1.1K +5 +4%
61 62
63
64 65