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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1651
Ignite Planners
California
$356K +$12.7K +32 +4%
ESB
1652
Essex Savings Bank
Connecticut
$355K -$1.19K -3 -0.3%
ACM
1653
Allred Capital Management
Texas
$354K -$11.5K -29 -3%
JCIA
1654
Jackson Creek Investment Advisors
Colorado
$354K -$319K -807 -46%
RWM
1655
RKL Wealth Management
Pennsylvania
$353K +$29.7K +75 +9%
SQA
1656
Simon Quick Advisors
New Jersey
$353K +$351K +888 New
PWM
1657
Pines Wealth Management
North Carolina
$351K +$350K +885 New
EC
1658
Enhancing Capital
Pennsylvania
$350K – – –
QFW
1659
QTR Family Wealth
Florida
$350K +$15.8K +40 +5%
OAM
1660
Occidental Asset Management
California
$350K +$349K +881 New
FFA
1661
Founders Financial Alliance
North Carolina
$350K +$24.5K +62 +8%
CFM
1662
Compass Financial Management
Florida
$349K +$351K +888 New
EP
1663
Ehrenkranz Partners
New York
$349K – – –
KWA
1664
Kellett Wealth Advisors
Ohio
$348K +$57.4K +145 +20%
IFS
1665
Ifrah Financial Services
Arkansas
$348K -$7.92K -20 -2%
FWA
1666
FSM Wealth Advisors
Ohio
$348K +$24.1K +61 +7%
NERM
1667
New England Research & Management
Illinois
$348K +$346K +875 New
SFO
1668
Stokes Family Office
Louisiana
$347K -$33.2K -84 -9%
PAW
1669
Plan A Wealth
Nebraska
$346K +$5.54K +14 +2%
LWM
1670
Liberty Wealth Management
California
$345K – – –
OAM
1671
Ostrum Asset Management
France
$345K – – –
FA
1672
FDx Advisors
Illinois
$345K -$33.6K -85 -9%
JRSI
1673
Jeter Robert S II
$344K +$4.35K +11 +1%
BFA
1674
Beaumont Financial Advisors
Massachusetts
$343K -$33.6K -85 -9%
HWM
1675
HighMark Wealth Management
Minnesota
$343K – – –
65 66
67
68 69