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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1576
Wealth Preservation Advisors
Tennessee
$73.1K -$2.29K -11 -3%
FCT
1577
First Community Trust
Iowa
$71.2K -$2.71K -13 -4%
SVCP
1578
Silicon Valley Capital Partners
California
$68.6K +$208 +1 +0.3%
PMFA
1579
Plante Moran Financial Advisors
Michigan
$67.8K -$51K -245 -46%
CPG
1580
Cornerstone Planning Group
New Jersey
$65.6K -$1.67K -8 -3%
KC
1581
Knuff & Co
California
$65.5K – – –
TFGT
1582
TS Financial Group (TSFG)
Illinois
$64K +$208 +1 +0.4%
KFI
1583
Key Financial Inc
Pennsylvania
$63.3K – – –
GSWM
1584
Golden State Wealth Management
California
$62.4K -$1.46K -7 -3%
WC
1585
Wexford Capital
Florida
$61.4K +$53.7K +258 New
MAM
1586
Meeder Asset Management
Ohio
$60.5K -$3.33K -16 -6%
PS
1587
Pinney & Scofield
Massachusetts
$60.5K +$4.17K +20 +9%
SHIM
1588
Stone House Investment Management
Pennsylvania
$60.2K -$21.9K -105 -29%
HC
1589
Hoese & Co
Minnesota
$60.2K – – –
HIW
1590
Holos Integrated Wealth
Pennsylvania
$60K – – –
EFMH
1591
E Fund Management (HK)
Hong Kong
$57.6K – – –
GKIM
1592
GW&K Investment Management
Massachusetts
$57K -$10.8K -52 -18%
USB
1593
Union Savings Bank
Connecticut
$56.6K – – –
HIA
1594
Harbor Investment Advisory
Maryland
$56.4K – – –
SIM
1595
Sentry Investment Management
Wisconsin
$56K +$47.7K +229 New
UCB
1596
United Community Bank
South Carolina
$55K +$39.6K +190 +463%
SWP
1597
Strategic Wealth Partners
Ohio
$54.7K +$47.9K +230 New
CT
1598
Clearstead Trust
Maine
$52.8K -$17.5K -84 -27%
DCM
1599
Disciplina Capital Management
Tennessee
$52.8K +$208 +1 +0.5%
C
1600
Covestor
United Kingdom
$52K -$11.5K -55 -20%
62 63
64
65 66