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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1701
Raffa Wealth Management
District of Columbia
$10.7K -$4.79K -23 -34%
CAM
1702
Chesapeake Asset Management
New York
$10.7K -$625 -3 -6%
HFS
1703
Hughes Financial Services
Virginia
$10.6K -$1.67K -8 -14%
TWD
1704
True Wealth Design
Ohio
$10.5K +$4.79K +23 +110%
TCA
1705
Trifecta Capital Advisors
Illinois
$10.5K -$29.8K -143 -76%
HDIM
1706
Hanson & Doremus Investment Management
Vermont
$10K – – –
W
1707
WealthCollab
Washington
$9.76K – – –
AS
1708
Altshuler Shaham
Israel
$9.76K +$3.33K +16 +64%
HWP
1709
Highline Wealth Partners
California
$9.52K -$7.08K -34 -46%
AF
1710
Alerus Financial
North Dakota
$9.28K +$8.12K +39 New
AP
1711
Aspect Partners
Virginia
$9.04K – – –
PA
1712
Pineridge Advisors
Missouri
$8.72K +$208 +1 +3%
WCM
1713
WealthTrak Capital Management
Virginia
$8.57K +$2.29K +11 +44%
AP
1714
Atwood & Palmer
Missouri
$8.33K – – –
CNBTD
1715
Citizens National Bank Trust Department
Mississippi
$7.86K – – –
LFA
1716
LGT Financial Advisors
Texas
$7.66K +$1.46K +7 +28%
IWP
1717
IAG Wealth Partners
Wisconsin
$7.62K – – –
CWA
1718
Carolina Wealth Advisors
South Carolina
$7.38K – – –
SMFG
1719
Sumitomo Mitsui Financial Group
Japan
$7.35K +$6.46K +31 New
MWM
1720
Mascoma Wealth Management
New Hampshire
$6.9K – – –
SA
1721
SRH Advisors
Kansas
$6.43K – – –
RS
1722
Rakuten Securities
Japan
$6.43K +$1.67K +8 +42%
EPAM
1723
Evelyn Partners Asset Management
$6.19K – – –
SRCM
1724
Signature Resources Capital Management
California
$6.19K +$5.41K +26 New
VWWMG
1725
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K – – –
67 68
69
70 71