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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1701
Wealth Architects
California
$257K -$4.77K -15 -2%
TWP
1702
Tyche Wealth Partners
Texas
$257K -$87.8K -276 -25%
RWMG
1703
Redwood Wealth Management Group
New Jersey
$256K -$13.4K -42 -5%
PFM
1704
Patton Fund Management
Texas
$256K – – –
GWCM
1705
Godshalk Welsh Capital Management
Pennsylvania
$255K – – –
HCA
1706
Hyperion Capital Advisors
New York
$255K – – –
GWANC
1707
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K -$13.4K -42 -5%
SWM
1708
SeaCrest Wealth Management
New York
$251K +$24.8K +78 +11%
5NPW
1709
55 North Private Wealth
Florida
$251K +$251K +789 New
TWM
1710
Thrive Wealth Management
Pennsylvania
$251K +$4.14K +13 +2%
EMAM
1711
Encompass More Asset Management
California
$250K +$250K +787 New
AGC
1712
Aspen Grove Capital
Colorado
$249K +$3.82K +12 +2%
MC
1713
Mirabaud & Cie
Switzerland
$249K – – –
GC
1714
Grimes & Company
Massachusetts
$249K +$2.54K +8 +1%
ZF
1715
Zhang Financial
Michigan
$248K +$248K +779 New
FOA
1716
Five Oceans Advisors
California
$248K +$636 +2 +0.3%
JCM
1717
Jacobsen Capital Management
Utah
$247K -$955 -3 -0.4%
QPW
1718
Quantum Private Wealth
Florida
$247K +$247K +777 New
HWP
1719
Hibernia Wealth Partners
Louisiana
$247K +$247K +776 New
HP
1720
Holistic Planning
Texas
$246K -$23.2K -73 -9%
AMM
1721
American Money Management
California
$245K -$3.18K -10 -1%
SPFA
1722
Summit Place Financial Advisors
New Jersey
$245K +$245K +769 New
WIM
1723
Warwick Investment Management
Texas
$244K +$244K +767 New
BMC
1724
Beaton Management Company
Massachusetts
$244K – – –
EFSCE
1725
Enterprise Financial Services Corp (EFSC)
Missouri
$244K +$1.27K +4 +0.5%
67 68
69
70 71