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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
1626
First Citizens Financial Corp
Iowa
$383K +$4.75K +12 +1%
JMA
1627
J.M. Arbour
Maine
$382K +$1.58K +4 +0.4%
OAM
1628
Oxford Asset Management
United Kingdom
$382K +$380K +961 New
BCM
1629
Becker Capital Management
Oregon
$381K -$37.6K -95 -9%
TFA
1630
Toth Financial Advisory
Virginia
$381K +$792 +2 +0.2%
CWM
1631
Connecticut Wealth Management
Connecticut
$380K -$13.9K -35 -4%
VWA
1632
Visionary Wealth Advisors
Illinois
$380K -$3.96K -10 -1%
GTAM
1633
Global Trust Asset Management
Florida
$379K -$6.73K -17 -2%
1WM
1634
1900 Wealth Management
Texas
$378K +$20.2K +51 +6%
RFP
1635
Root Financial Partners
California
$377K +$110K +279 +42%
BPWM
1636
Badgley Phelps Wealth Managers
Washington
$377K -$30.5K -77 -8%
BTWM
1637
Baker Tilly Wealth Management
Wisconsin
$377K -$9.1K -23 -2%
MEG
1638
Millstone Evans Group
Colorado
$377K -$32.9K -83 -8%
SWM
1639
Shepherd Wealth Management
Ohio
$376K – – –
E
1640
Entelevest
Florida
$376K +$8.71K +22 +2%
ITG
1641
Index Technologies Group
New York
$376K +$374K +946 New
EW
1642
Elyxium Wealth
California
$375K +$374K +944 New
NG
1643
Novem Group
New York
$373K -$2.38K -6 -0.6%
BPAMU
1644
BTG Pactual Asset Management US
New York
$372K +$74.8K +189 +25%
AIM
1645
Aigen Investment Management
New York
$369K -$4.62M -11,665 -93%
HC
1646
Hamilton Capital
Ohio
$369K +$47.9K +121 +15%
AIP
1647
Almanack Investment Partners
Pennsylvania
$368K +$367K +926 New
FFA
1648
First Foundation Advisors
California
$368K +$79.2K +200 +28%
SA
1649
Strategic Advisors
New York
$368K +$1.19K +3 +0.3%
QFA
1650
Quantum Financial Advisors
California
$365K -$9.5K -24 -3%
64 65
66
67 68