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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1726
American Capital Advisory
Idaho
$1.61K +$1.73K +8 New
CIAM
1727
Caitong International Asset Management
Hong Kong
$1.61K -$157K -727 -99%
PA
1728
PSI Advisors
Florida
$1.61K – – –
WA
1729
WestEnd Advisors
North Carolina
$1.41K +$1.08K +5 +250%
MAFA
1730
MJT & Associates Financial Advisory
Minnesota
$1.41K +$1.51K +7 New
TCM
1731
Tradewinds Capital Management
Washington
$1.21K -$1.08K -5 -45%
CAC
1732
Core Alternative Capital
Georgia
$1.21K -$3.46K -16 -73%
STB
1733
S&T Bank
Pennsylvania
$1.21K +$1.3K +6 New
HHGA
1734
Halbert Hargrove Global Advisors
California
$1.16K +$1.3K +6 New
Q1WB
1735
Quest 10 Wealth Builders
Virginia
$1.06K +$1.08K +5 New
BGWM
1736
Bridge Generations Wealth Management
Florida
$1.01K +$1.08K +5 New
RWM
1737
Ruedi Wealth Management
Illinois
$1.01K – – –
RBC
1738
Roble Belko & Company
Pennsylvania
$1K +$1.3K +6 New
GA
1739
GoalVest Advisory
New York
$807 -$82.8K -383 -99%
BIM
1740
Breakwater Investment Management
Washington
$807 – – –
PWM
1741
Parkworth Wealth Management
California
$807 – – –
HIA
1742
HFM Investment Advisors
New Jersey
$606 +$648 +3 New
KB
1743
Kimelman & Baird
New York
$404 – – –
PCTC
1744
Perkins Coie Trust Company
Washington
$403 +$432 +2 New
IWM
1745
Inlight Wealth Management
Georgia
$202 +$216 +1 New
BMC
1746
Bear Mountain Capital
Washington
$195 +$216 +1 New
CAM
1747
Creekmur Asset Management
Illinois
$19 – – –
PAMP
1748
Polar Asset Management Partners
Ontario, Canada
– -$48.9M -230,000 Closed
MG
1749
Marex Group
– -$31.9M -150,000 Closed
MCP
1750
Meridiem Capital Partners
Texas
– -$23M -108,227 Closed
68 69
70
71 72