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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1776
Missouri Trust & Investment Company
Missouri
$54.2K – – –
CYG
1777
Clean Yield Group
Vermont
$53.2K – – –
LAS
1778
Lloyd Advisory Services
Georgia
$52.9K +$49K +195 New
KAS
1779
Kemnay Advisory Services
New York
$52.9K +$49K +195 New
CBT
1780
Crews Bank & Trust
Florida
$52.6K – – –
SC
1781
Steph & Co
Wisconsin
$52.1K +$31.2K +124 +182%
CMP
1782
Coston McIsaac & Partners
Maine
$52K – – –
FUBT
1783
First United Bank & Trust
Maryland
$51K -$5.03K -20 -10%
VWM
1784
Valley Wealth Managers
New Jersey
$48.8K +$6.28K +25 +16%
PK
1785
Pflug Koory
Nebraska
$47.7K – – –
AIM
1786
Access Investment Management
Georgia
$46.4K – – –
CFO
1787
CVA Family Office
Colorado
$46.4K +$1.76K +7 +4%
CFG
1788
Clayton Financial Group
Missouri
$46.1K +$11.1K +44 +35%
PGAM
1789
Princeton Global Asset Management
New Jersey
$45.6K +$30.9K +123 +273%
ACA
1790
Atlas Capital Advisors
Wyoming
$44.2K +$41K +163 New
NEWAS
1791
N.E.W. Advisory Services
Wisconsin
$43.9K – – –
BFPW
1792
BOK Financial Private Wealth
Colorado
$42.9K – – –
VWA
1793
Valued Wealth Advisors
Utah
$42.6K +$502 +2 +1%
DSC
1794
Duncker Streett & Co
Missouri
$42.3K -$10.3K -41 -21%
AW
1795
Avion Wealth
Texas
$42K -$502 -2 -1%
SL
1796
Salomon & Ludwin
Virginia
$41.3K +$19.1K +76 +104%
WIM
1797
Westside Investment Management
California
$40.3K +$1K +4 +3%
TWM
1798
Timmons Wealth Management
Massachusetts
$39.6K +$36.7K +146 New
CTC
1799
Cetera Trust Company
Minnesota
$39.6K – – –
AEPWM
1800
Atlantic Edge Private Wealth Management
Florida
$39.3K – – –
70 71
72
73 74