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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1626
Hazlett, Burt & Watson
West Virginia
$91K +$240 +1 +0.3%
WA
1627
WPG Advisers
Maryland
$88.9K -$7.93K -33 -8%
BGA
1628
Battery Global Advisors
Massachusetts
$88K – – –
FMII
1629
Farmers & Merchants Investments Inc
Nebraska
$87.2K -$185K -770 -68%
JWA
1630
JFS Wealth Advisors
Pennsylvania
$87.2K +$240 +1 +0.3%
MAM
1631
Meeder Asset Management
Ohio
$86.2K +$23.3K +97 +38%
WTA
1632
Washington Trust Advisors
Massachusetts
$86K +$46.9K +195 +126%
PMFA
1633
Plante Moran Financial Advisors
Michigan
$82.8K +$12.5K +52 +18%
EDRH
1634
Edmond de Rothschild Holding
Switzerland
$82.6K – – –
NFSG
1635
Newbridge Financial Services Group
Florida
$81K +$481 +2 +0.6%
HNW
1636
High Note Wealth
Minnesota
$79.6K +$721 +3 +0.9%
WPA
1637
Wealth Preservation Advisors
Tennessee
$79.1K +$3.61K +15 +5%
RA
1638
Rise Advisors
New York
$78.6K +$1.92K +8 +3%
TWD
1639
True Wealth Design
Ohio
$74.8K +$62.5K +260 +591%
JWM
1640
JPL Wealth Management
Colorado
$73.5K +$71.9K +299 New
FCT
1641
First Community Trust
Iowa
$73.5K – – –
SC
1642
SouthState Corp
Florida
$72.7K -$107K -446 -60%
CPG
1643
Cornerstone Planning Group
New Jersey
$71.9K +$2.88K +12 +4%
SVCP
1644
Silicon Valley Capital Partners
California
$71.1K +$240 +1 +0.3%
PWA
1645
Physician Wealth Advisors
Utah
$68.8K +$23.1K +96 +52%
KC
1646
Knuff & Co
California
$67.6K – – –
TFGT
1647
TS Financial Group (TSFG)
Illinois
$67K – – –
PB
1648
Pinnacle Bancorp
Nebraska
$65.6K +$23.6K +98 +58%
GSWM
1649
Golden State Wealth Management
California
$64.4K – – –
OP
1650
ORG Partners
Indiana
$63.9K +$27.9K +116 +81%
64 65
66
67 68