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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1601
Gen-Wealth Partners
Michigan
$21.2K – – –
CAM
1602
Close Asset Management
United Kingdom
$21K – – –
AP
1603
Atwood & Palmer
Missouri
$20.4K +$7.74K +35 +57%
EPW
1604
Endeavor Private Wealth
Kansas
$20.1K +$20.8K +94 New
OC
1605
Oarsman Capital
Wisconsin
$19.8K -$5.75K -26 -22%
TC
1606
Trust Company
Kansas
$19.5K – – –
WIM
1607
Westside Investment Management
California
$19.5K – – –
AFG
1608
Albion Financial Group
Utah
$18.5K +$6.41K +29 +50%
T
1609
Transce3nd
Texas
$18.5K +$19.2K +87 New
MSWA
1610
Marshall & Sterling Wealth Advisors
New York
$17.4K +$18.1K +82 New
RTL
1611
Red Tortoise LLC
Georgia
$16.8K – – –
SSG
1612
Summit Securities Group
New York
$16.6K +$17.2K +78 New
CMA
1613
Cedar Mountain Advisors
Oregon
$16.4K -$3.1K -14 -15%
SC
1614
Steph & Co
Wisconsin
$15.9K -$13.9K -63 -46%
BONH
1615
Bank of New Hampshire
New Hampshire
$14.9K – – –
PWA
1616
Provenance Wealth Advisors
Florida
$14.9K – – –
SIC
1617
SJS Investment Consulting
Ohio
$14K -$16.6K -75 -53%
CWM
1618
Centricity Wealth Management
Ohio
$13.6K +$14.1K +64 New
RWM
1619
Raffa Wealth Management
District of Columbia
$13.2K +$2.43K +11 +22%
WWM
1620
Wolff Wiese Magana
California
$13K +$9.73K +44 +259%
PSFG
1621
Park Square Financial Group
Georgia
$13K +$13.5K +61 New
GEA
1622
Glen Eagle Advisors
New Jersey
$12.7K -$10.4K -47 -44%
RS
1623
Rakuten Securities
Japan
$12.7K +$12.4K +56 +1,400%
RMP
1624
Richards, Merrill & Peterson
Washington
$12.7K +$13.3K +60 New
CCMI
1625
Creative Capital Management Investments
California
$12.3K – – –
63 64
65
66 67