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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1876
Woodmont Investment Counsel
Tennessee
$245K +$244K +617 New
FWP
1877
Falcon Wealth Planning
California
$245K +$244K +616 New
RPGK
1878
Retirement Planning Group (Kansas)
Kansas
$245K +$244K +616 New
CPL
1879
CAP Partners LLC
Tennessee
$244K +$243K +615 New
KFS
1880
Kelly Financial Services
Massachusetts
$244K +$243K +614 New
1CP
1881
1015 Capital Partners
Pennsylvania
$243K – – –
BWA
1882
Brave Warrior Advisors
New York
$243K +$242K +612 New
SFWA
1883
Summit Financial Wealth Advisors
Louisiana
$243K +$242K +612 New
PCS
1884
Private Client Services
Kentucky
$243K +$242K +612 New
PGWM
1885
Parisi Gray Wealth Management
New Jersey
$242K +$241K +610 New
ONST
1886
Old North State Trust
North Carolina
$241K +$240K +607 New
VC
1887
Vicus Capital
Pennsylvania
$241K +$240K +607 New
RFW
1888
Rainier Family Wealth
Washington
$241K +$240K +607 New
MIM
1889
MTM Investment Management
South Carolina
$241K – – –
TF
1890
Trek Financial
Arizona
$241K +$240K +606 New
CA
1891
Calton & Associates
Florida
$241K +$240K +606 New
BAMG
1892
Brand Asset Management Group
Missouri
$241K -$51.1K -129 -18%
SIA
1893
SeaBridge Investment Advisors
New Jersey
$240K +$239K +605 New
CWM
1894
Chemistry Wealth Management
New York
$239K +$239K +603 New
RB
1895
Renasant Bank
Mississippi
$239K +$238K +602 New
FA
1896
Fortis Advisors
Pennsylvania
$238K +$237K +600 New
GWM
1897
GoalFusion Wealth Management
Texas
$238K +$237K +600 New
OBGC
1898
O'Brien Greene & Co
Pennsylvania
$238K +$237K +600 New
PIA
1899
Prakash Investment Advisors
Massachusetts
$238K +$237K +600 New
HFS
1900
Howard Financial Services
Texas
$238K +$237K +599 New
74 75
76
77 78