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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1626
Washington Trust Advisors
Massachusetts
$36.9K – – –
VWA
1627
Valued Wealth Advisors
Utah
$36.7K +$1.87K +9 +6%
PWMG
1628
Private Wealth Management Group
New Jersey
$35.2K -$2.29K -11 -7%
CTC
1629
Cetera Trust Company
Minnesota
$34.8K – – –
OP
1630
ORG Partners
Indiana
$34.6K +$5K +24 +20%
CFO
1631
CVA Family Office
Colorado
$34.5K -$51.8K -249 -63%
AEPWM
1632
Atlantic Edge Private Wealth Management
Florida
$34.5K – – –
HFS
1633
Hopwood Financial Services
Virginia
$33.1K – – –
CH
1634
Canton Hathaway
Rhode Island
$33K – – –
ME
1635
McIlrath & Eck
Washington
$32.5K +$208 +1 +0.7%
WBC
1636
West Branch Capital
Massachusetts
$31.2K – – –
CIAS
1637
CBIZ Investment Advisory Services
Ohio
$31.2K +$16.2K +78 +147%
VT
1638
Volterra Technologies
New York
$30.9K +$27.1K +130 New
OCM
1639
Orion Capital Management
California
$30K – – –
EP
1640
Essential Partners
California
$29.8K +$26K +125 New
ABWM
1641
Alpine Bank Wealth Management
Colorado
$29.5K -$2.29K -11 -8%
NMG
1642
New Millennium Group
Utah
$29.5K – – –
BHWM
1643
Beaird Harris Wealth Management
Texas
$29.3K – – –
FFC
1644
First Financial Corp
Indiana
$27.4K -$14.8K -71 -38%
WIM
1645
Westside Investment Management
California
$27.3K +$4.58K +22 +24%
AG
1646
AmeriFlex Group
Nevada
$27.1K – – –
RWM
1647
RMG Wealth Management
Wisconsin
$26.3K +$22.7K +109 New
BOJHT
1648
Bank of Jackson Hole Trust
Wyoming
$26.2K – – –
RWM
1649
Rialto Wealth Management
New York
$25.5K +$3.54K +17 +19%
HHMI
1650
Howard Hughes Medical Institute
Maryland
$25.5K +$22.3K +107 New
64 65
66
67 68