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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Connecticut Wealth Management
Connecticut
$316K +$15.3K +48 +5%
CCMG
1602
Connecticut Capital Management Group
Connecticut
$312K +$1.91K +6 +0.6%
EWS
1603
Evergreen Wealth Solutions
Pennsylvania
$312K +$312K +982 New
OA
1604
Oasis Advisors
Iowa
$312K +$312K +980 New
HFP
1605
Holistic Financial Partners
Indiana
$312K -$23.5K -74 -7%
FFA
1606
Fi3 Financial Advisors
Indiana
$312K -$1.91K -6 -0.6%
GAG
1607
GM Advisory Group
New York
$310K +$7.32K +23 +2%
BTWM
1608
Baker Tilly Wealth Management
Wisconsin
$309K +$16.9K +53 +6%
GTAM
1609
Global Trust Asset Management
Florida
$309K – – –
HH
1610
Hilltop Holdings
Texas
$308K +$6.68K +21 +2%
VWA
1611
Visionary Wealth Advisors
Illinois
$307K +$11.1K +35 +4%
IWAO
1612
Independence Wealth Advisors (Ohio)
Ohio
$307K +$307K +966 New
PAMS
1613
Pinpoint Asset Management (Singapore)
$307K +$307K +964 New
TC
1614
Tannin Capital
North Carolina
$306K +$13K +41 +4%
SIC
1615
SJS Investment Consulting
Ohio
$306K -$116K -363 -27%
SNBOSD
1616
Security National Bank of So Dak
Iowa
$305K – – –
SFO
1617
Stokes Family Office
Louisiana
$305K -$161K -505 -35%
JMA
1618
J.M. Arbour
Maine
$304K -$25.1K -79 -8%
TFA
1619
Toth Financial Advisory
Virginia
$304K +$955 +3 +0.3%
FA
1620
FDx Advisors
Illinois
$304K -$305K -959 -50%
FCFC
1621
First Citizens Financial Corp
Iowa
$303K +$26.1K +82 +9%
SL
1622
Sentinus LLC
Illinois
$303K +$21K +66 +7%
AIM
1623
Axiom Investment Management
New York
$303K +$303K +952 New
EV
1624
EJMK Ventures
Illinois
$303K +$303K +951 New
BFA
1625
Beaumont Financial Advisors
Massachusetts
$302K +$25.8K +81 +9%
63 64
65
66 67