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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1926
Pflug Koory
Nebraska
$56K – – –
PGAM
1927
Princeton Global Asset Management
New Jersey
$54.1K +$636 +2 +1%
CFG
1928
Clayton Financial Group
Missouri
$54.1K – – –
SC
1929
Steph & Co
Wisconsin
$53.8K -$7.32K -23 -12%
AW
1930
Avion Wealth
Texas
$53K +$3.18K +10 +6%
AWM
1931
Activest Wealth Management
Florida
$52.9K +$38.2K +120 +261%
RWM
1932
RMG Wealth Management
Wisconsin
$52.4K – – –
ACA
1933
Atlas Capital Advisors
Wyoming
$51.9K – – –
NEWAS
1934
N.E.W. Advisory Services
Wisconsin
$51.5K – – –
FLP
1935
Financial Life Planners
Arizona
$50K +$50K +157 New
VWM
1936
Valley Wealth Managers
New Jersey
$49.3K -$7.96K -25 -14%
IWM
1937
IMG Wealth Management
Florida
$48K +$19.1K +60 +66%
SL
1938
Salomon & Ludwin
Virginia
$47.4K – – –
WA
1939
Westfuller Advisors
New York
$47.3K -$240K -754 -83%
WIM
1940
Westside Investment Management
California
$47.1K – – –
JGCM
1941
Joseph Group Capital Management
Ohio
$46.8K +$36.6K +115 +359%
TWM
1942
Timmons Wealth Management
Massachusetts
$46.5K – – –
CTC
1943
Cetera Trust Company
Minnesota
$46.4K – – –
VWA
1944
Valued Wealth Advisors
Utah
$46K -$3.82K -12 -8%
DWP
1945
Destiny Wealth Partners
Florida
$45.5K +$45.5K +143 New
AFC
1946
Ares Financial Consulting
California
$45.2K – – –
PMFA
1947
Plante Moran Financial Advisors
Michigan
$44.5K -$58.9K -185 -57%
ME
1948
McIlrath & Eck
Washington
$43.8K +$318 +1 +0.7%
CH
1949
Canton Hathaway
Rhode Island
$43.6K – – –
LFASL
1950
Lugano Financial Advisors SA (LFA)
Switzerland
$42.9K – – –
76 77
78
79 80