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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1751
Parkworth Wealth Management
California
$2.86K +$1.67K +8 +200%
PPA
1752
Painted Porch Advisors
California
$2.62K -$1.04K -5 -31%
PS
1753
PayPay Securities
Japan
$2.62K -$416 -2 -15%
FW
1754
Fairway Wealth
Ohio
$2.62K – – –
SIC
1755
SJS Investment Consulting
Ohio
$2.38K -$14.4K -69 -87%
JGIA
1756
Jackson Grant Investment Advisers
Connecticut
$2.38K – – –
MAS
1757
MPWM Advisory Solutions
Georgia
$2.38K – – –
OSNBOA
1758
Old Second National Bank of Aurora
Illinois
$2.38K +$2.08K +10 New
CAWM
1759
Capital A Wealth Management
Pennsylvania
$2.18K -$133K -639 -98%
MSFP
1760
Mark Sheptoff Financial Planning
Connecticut
$2.14K – – –
T
1761
Tidemark
California
$2.14K – – –
MAFA
1762
MJT & Associates Financial Advisory
Minnesota
$1.67K – – –
WA
1763
WestEnd Advisors
North Carolina
$1.67K – – –
HIA
1764
HFM Investment Advisors
New Jersey
$1.67K +$833 +4 +133%
AIA
1765
Aventus Investment Advisors
Florida
$1.67K +$1.46K +7 New
GC
1766
GFG Capital
Florida
$1.67K +$1.46K +7 New
TCM
1767
Tradewinds Capital Management
Washington
$1.43K – – –
CAC
1768
Core Alternative Capital
Georgia
$1.43K – – –
ACA
1769
American Capital Advisory
Idaho
$1.19K -$625 -3 -38%
BGWM
1770
Bridge Generations Wealth Management
Florida
$1.19K – – –
BIM
1771
Breakwater Investment Management
Washington
$953 – – –
SWIM
1772
Smallwood Wealth Investment Management
New Jersey
$952 +$833 +4 New
Q1WB
1773
Quest 10 Wealth Builders
Virginia
$778 -$416 -2 -40%
STB
1774
S&T Bank
Pennsylvania
$714 -$625 -3 -50%
DF
1775
DecisionPoint Financial
Arizona
$482 +$416 +2 New
69 70
71
72 73