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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1576
Global Financial Private Client
Florida
$30.6K +$1.1K +5 +4%
CWP
1577
Concord Wealth Partners
Virginia
$30.2K -$109K -493 -78%
CSWM
1578
Cassady Schiller Wealth Management
Ohio
$30.2K +$12.2K +55 +63%
MCM
1579
Mainstream Capital Management
California
$30.2K +$31.4K +142 New
HFS
1580
Hopwood Financial Services
Virginia
$29.5K +$30.7K +139 New
CH
1581
Canton Hathaway
Rhode Island
$29K – – –
ME
1582
McIlrath & Eck
Washington
$28.8K +$221 +1 +0.7%
DSC
1583
Duncker Streett & Co
Missouri
$28.3K – – –
DF
1584
Dunhill Financial
United Kingdom
$27.9K +$7.07K +32 +32%
WBC
1585
West Branch Capital
Massachusetts
$27.8K – – –
MFG
1586
Menard Financial Group
Texas
$27K +$28.1K +127 New
OCM
1587
Orion Capital Management
California
$26.8K +$27.9K +126 New
NMG
1588
New Millennium Group
Utah
$26.6K – – –
BHWM
1589
Beaird Harris Wealth Management
Texas
$26.1K +$23.4K +106 +624%
AW
1590
Avion Wealth
Texas
$26K -$1.33K -6 -5%
AWM
1591
Abound Wealth Management
Tennessee
$24.6K -$884 -4 -3%
RDIA
1592
RE Dickinson Investment Advisors
Iowa
$24K – – –
BOJHT
1593
Bank of Jackson Hole Trust
Wyoming
$23.4K +$24.3K +110 New
CYG
1594
Clean Yield Group
Vermont
$22.3K – – –
MCA
1595
Midwest Capital Advisors
Michigan
$22.3K +$23.2K +105 New
AWM
1596
AllSquare Wealth Management
New York
$21.2K – – –
APW
1597
Atlantic Private Wealth
North Carolina
$21.2K – – –
GWP
1598
Gen-Wealth Partners
Michigan
$21.2K – – –
CAM
1599
Close Asset Management
United Kingdom
$21K – – –
AP
1600
Atwood & Palmer
Missouri
$20.4K +$7.74K +35 +57%
62 63
64
65 66