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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1726
Kestra Investment Management
Texas
$1.82K -$39.3K -182 -95%
MSFP
1727
Mark Sheptoff Financial Planning
Connecticut
$1.81K – – –
T
1728
Tidemark
California
$1.81K – – –
BHWM
1729
Bay Harbor Wealth Management
Maryland
$1.81K +$1.95K +9 New
ACA
1730
American Capital Advisory
Idaho
$1.61K +$1.73K +8 New
CIAM
1731
Caitong International Asset Management
Hong Kong
$1.61K -$157K -727 -99%
PA
1732
PSI Advisors
Florida
$1.61K – – –
WA
1733
WestEnd Advisors
North Carolina
$1.41K +$1.08K +5 +250%
MAFA
1734
MJT & Associates Financial Advisory
Minnesota
$1.41K +$1.51K +7 New
TCM
1735
Tradewinds Capital Management
Washington
$1.21K -$1.08K -5 -45%
CAC
1736
Core Alternative Capital
Georgia
$1.21K -$3.46K -16 -73%
STB
1737
S&T Bank
Pennsylvania
$1.21K +$1.3K +6 New
HHGA
1738
Halbert Hargrove Global Advisors
California
$1.16K +$1.3K +6 New
Q1WB
1739
Quest 10 Wealth Builders
Virginia
$1.06K +$1.08K +5 New
BGWM
1740
Bridge Generations Wealth Management
Florida
$1.01K +$1.08K +5 New
RWM
1741
Ruedi Wealth Management
Illinois
$1.01K – – –
RBC
1742
Roble Belko & Company
Pennsylvania
$1K +$1.3K +6 New
GA
1743
GoalVest Advisory
New York
$807 -$82.8K -383 -99%
BIM
1744
Breakwater Investment Management
Washington
$807 – – –
PWM
1745
Parkworth Wealth Management
California
$807 – – –
HIA
1746
HFM Investment Advisors
New Jersey
$606 +$648 +3 New
KB
1747
Kimelman & Baird
New York
$404 – – –
PCTC
1748
Perkins Coie Trust Company
Washington
$403 +$432 +2 New
IWM
1749
Inlight Wealth Management
Georgia
$202 +$216 +1 New
BMC
1750
Bear Mountain Capital
Washington
$195 +$216 +1 New
68 69
70
71 72