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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1551
Rise Advisors
New York
$56.6K +$4.11K +19 +7%
CPG
1552
Cornerstone Planning Group
New Jersey
$55.8K +$19K +88 +41%
KC
1553
Knuff & Co
California
$55.5K – – –
C
1554
Covestor
United Kingdom
$55K +$1.95K +9 +3%
MAM
1555
Meeder Asset Management
Ohio
$54.5K -$2.84M -13,129 -98%
GSWM
1556
Golden State Wealth Management
California
$54.3K -$3.89K -18 -6%
HIW
1557
Holos Integrated Wealth
Pennsylvania
$54K -$19K -88 -25%
TFGT
1558
TS Financial Group (TSFG)
Illinois
$54K – – –
KFI
1559
Key Financial Inc
Pennsylvania
$53.6K – – –
MTIC
1560
Missouri Trust & Investment Company
Missouri
$53.6K +$14.3K +66 +33%
HFS
1561
Hantz Financial Services
Michigan
$53K -$13K -60 -19%
HC
1562
Hoese & Co
Minnesota
$51K – – –
WF
1563
Wayfinding Financial
Washington
$51K +$54.9K +254 New
USB
1564
Union Savings Bank
Connecticut
$50.8K – – –
FUBT
1565
First United Bank & Trust
Maryland
$49.4K +$14.5K +67 +38%
EFMH
1566
E Fund Management (HK)
Hong Kong
$49K +$43.7K +202 +505%
NC
1567
NewSquare Capital
Pennsylvania
$48.4K +$45K +208 +650%
HIA
1568
Harbor Investment Advisory
Maryland
$47.8K – – –
PS
1569
Pinney & Scofield
Massachusetts
$47.2K – – –
CBT
1570
Crews Bank & Trust
Florida
$47K – – –
PWA
1571
Physician Wealth Advisors
Utah
$46.1K +$648 +3 +1%
FNWM
1572
Financial Network Wealth Management
Utah
$45K +$49.3K +228 New
DCM
1573
Disciplina Capital Management
Tennessee
$44.5K -$58.8K -272 -55%
ACA
1574
Atlas Capital Advisors
Wyoming
$44.2K -$17.1K -79 -27%
CWM
1575
CarsonAllaria Wealth Management
Illinois
$42.6K +$216 +1 +0.5%
61 62
63
64 65