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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1676
North Capital
Utah
$45.2K +$1.44K +6 +3%
PSB
1677
Piscataqua Savings Bank
New Hampshire
$44.7K – – –
TIM
1678
Tortoise Investment Management
New York
$43.7K +$481 +2 +1%
PK
1679
Pflug Koory
Nebraska
$43.2K – – –
SSG
1680
Summit Securities Group
New York
$41.3K +$40.4K +168 New
CFO
1681
CVA Family Office
Colorado
$40.3K +$4.57K +19 +13%
NWM
1682
Nova Wealth Management
Florida
$39.8K -$4.81K -20 -11%
NEWAS
1683
N.E.W. Advisory Services
Wisconsin
$39.8K – – –
SCA
1684
Stuart Chaussee & Associates
California
$39.3K – – –
AW
1685
Avion Wealth
Texas
$39K -$721 -3 -2%
BFPW
1686
BOK Financial Private Wealth
Colorado
$38.8K – – –
SIS
1687
Sound Income Strategies
Florida
$38.6K +$22.8K +95 +142%
FLP
1688
Financial Life Planners
Arizona
$38.3K +$37.5K +156 New
VWM
1689
Valley Wealth Managers
New Jersey
$38.1K +$37.3K +155 New
VWA
1690
Valued Wealth Advisors
Utah
$38K +$240 +1 +0.6%
WC
1691
Wexford Capital
Florida
$37.6K -$25.2K -105 -41%
CTC
1692
Cetera Trust Company
Minnesota
$35.9K – – –
AEPWM
1693
Atlantic Edge Private Wealth Management
Florida
$35.6K – – –
WIM
1694
Westside Investment Management
California
$34.9K +$7.21K +30 +26%
HFS
1695
Hopwood Financial Services
Virginia
$34.2K – – –
CH
1696
Canton Hathaway
Rhode Island
$34K – – –
ME
1697
McIlrath & Eck
Washington
$33.7K – – –
PWMG
1698
Private Wealth Management Group
New Jersey
$33.7K -$2.65K -11 -7%
LFASL
1699
Lugano Financial Advisors SA (LFA)
Switzerland
$33.2K +$15.6K +65 +93%
CFG
1700
Clayton Financial Group
Missouri
$31K +$30.3K +126 New
66 67
68
69 70