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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1601
Endeavor Private Wealth
Kansas
$20.1K +$20.8K +94 New
OC
1602
Oarsman Capital
Wisconsin
$19.8K -$5.75K -26 -22%
TC
1603
Trust Company
Kansas
$19.5K – – –
WIM
1604
Westside Investment Management
California
$19.5K – – –
AFG
1605
Albion Financial Group
Utah
$18.5K +$6.41K +29 +50%
T
1606
Transce3nd
Texas
$18.5K +$19.2K +87 New
MSWA
1607
Marshall & Sterling Wealth Advisors
New York
$17.4K +$18.1K +82 New
RTL
1608
Red Tortoise LLC
Georgia
$16.8K – – –
SSG
1609
Summit Securities Group
New York
$16.6K +$17.2K +78 New
CMA
1610
Cedar Mountain Advisors
Oregon
$16.4K -$3.1K -14 -15%
SC
1611
Steph & Co
Wisconsin
$15.9K -$13.9K -63 -46%
BONH
1612
Bank of New Hampshire
New Hampshire
$14.9K – – –
PWA
1613
Provenance Wealth Advisors
Florida
$14.9K – – –
SIC
1614
SJS Investment Consulting
Ohio
$14K -$16.6K -75 -53%
CWM
1615
Centricity Wealth Management
Ohio
$13.6K +$14.1K +64 New
RWM
1616
Raffa Wealth Management
District of Columbia
$13.2K +$2.43K +11 +22%
WWM
1617
Wolff Wiese Magana
California
$13K +$9.73K +44 +259%
PSFG
1618
Park Square Financial Group
Georgia
$13K +$13.5K +61 New
GEA
1619
Glen Eagle Advisors
New Jersey
$12.7K -$10.4K -47 -44%
RS
1620
Rakuten Securities
Japan
$12.7K +$12.4K +56 +1,400%
RMP
1621
Richards, Merrill & Peterson
Washington
$12.7K +$13.3K +60 New
CCMI
1622
Creative Capital Management Investments
California
$12.3K – – –
KFP
1623
Keener Financial Planning
Texas
$12K – – –
AF
1624
Atala Financial
California
$11.9K +$12.4K +56 New
DPW
1625
DiNuzzo Private Wealth
Pennsylvania
$11.7K -$221 -1 -2%
63 64
65
66 67