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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1751
Caldwell Sutter Capital
California
$3.09K – – –
BHWM
1752
Bay Harbor Wealth Management
Maryland
$2.86K +$625 +3 +33%
PWM
1753
Parkworth Wealth Management
California
$2.86K +$1.67K +8 +200%
PPA
1754
Painted Porch Advisors
California
$2.62K -$1.04K -5 -31%
PS
1755
PayPay Securities
Japan
$2.62K -$416 -2 -15%
FW
1756
Fairway Wealth
Ohio
$2.62K – – –
SIC
1757
SJS Investment Consulting
Ohio
$2.38K -$14.4K -69 -87%
JGIA
1758
Jackson Grant Investment Advisers
Connecticut
$2.38K – – –
MAS
1759
MPWM Advisory Solutions
Georgia
$2.38K – – –
OSNBOA
1760
Old Second National Bank of Aurora
Illinois
$2.38K +$2.08K +10 New
CAWM
1761
Capital A Wealth Management
Pennsylvania
$2.18K -$133K -639 -98%
MSFP
1762
Mark Sheptoff Financial Planning
Connecticut
$2.14K – – –
T
1763
Tidemark
California
$2.14K – – –
MAFA
1764
MJT & Associates Financial Advisory
Minnesota
$1.67K – – –
WA
1765
WestEnd Advisors
North Carolina
$1.67K – – –
HIA
1766
HFM Investment Advisors
New Jersey
$1.67K +$833 +4 +133%
AIA
1767
Aventus Investment Advisors
Florida
$1.67K +$1.46K +7 New
GC
1768
GFG Capital
Florida
$1.67K +$1.46K +7 New
TCM
1769
Tradewinds Capital Management
Washington
$1.43K – – –
CAC
1770
Core Alternative Capital
Georgia
$1.43K – – –
ACA
1771
American Capital Advisory
Idaho
$1.19K -$625 -3 -38%
BGWM
1772
Bridge Generations Wealth Management
Florida
$1.19K – – –
BIM
1773
Breakwater Investment Management
Washington
$953 – – –
SWIM
1774
Smallwood Wealth Investment Management
New Jersey
$952 +$833 +4 New
Q1WB
1775
Quest 10 Wealth Builders
Virginia
$778 -$416 -2 -40%
69 70
71
72 73