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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1651
Midwest Capital Advisors
Michigan
$25K – – –
TC
1652
Trust Company
Kansas
$24K -$416 -2 -2%
CAM
1653
Close Asset Management
United Kingdom
$24K – – –
AWM
1654
AllSquare Wealth Management
New York
$23.8K – – –
APW
1655
Atlantic Private Wealth
North Carolina
$23.8K – – –
GWP
1656
Gen-Wealth Partners
Michigan
$23.8K – – –
LC
1657
Lavaca Capital
Texas
$23.8K +$20.8K +100 New
DSC
1658
Duncker Streett & Co
Missouri
$23.1K – – –
GC
1659
Garde Capital
Washington
$22.9K – – –
OWA
1660
Opal Wealth Advisors
New York
$21.4K +$18.7K +90 New
PSFG
1661
Park Square Financial Group
Georgia
$21.2K – – –
AFG
1662
Albion Financial Group
Utah
$20.7K – – –
MSWA
1663
Marshall & Sterling Wealth Advisors
New York
$19.5K – – –
CCMI
1664
Creative Capital Management Investments
California
$19.5K +$5K +24 +41%
RTL
1665
Red Tortoise LLC
Georgia
$18.8K – – –
CMA
1666
Cedar Mountain Advisors
Oregon
$17.1K – – –
BONH
1667
Bank of New Hampshire
New Hampshire
$16.7K – – –
LFASL
1668
Lugano Financial Advisors SA (LFA)
Switzerland
$16.7K – – –
PWA
1669
Provenance Wealth Advisors
Florida
$16.7K – – –
AWM
1670
Abound Wealth Management
Tennessee
$16.5K -$3.12K -15 -18%
SIS
1671
Sound Income Strategies
Florida
$16.1K – – –
SC
1672
Steph & Co
Wisconsin
$15.7K -$416 -2 -3%
CWP
1673
Concord Wealth Partners
Virginia
$15.5K – – –
CWM
1674
Centricity Wealth Management
Ohio
$15.2K – – –
CWIG
1675
Chung Wu Investment Group
Texas
$15K +$13.1K +63 New
65 66
67
68 69