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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1926
Coston McIsaac & Partners
Maine
$61K +$318 +1 +0.5%
AIM
1927
Access Investment Management
Georgia
$60.1K – – –
FUBT
1928
First United Bank & Trust
Maryland
$59.8K – – –
CFS
1929
CGC Financial Services
Oregon
$58.9K -$63.6K -200 -52%
AWM
1930
Abound Wealth Management
Tennessee
$57.7K +$21.3K +67 +59%
CCA
1931
Catalyst Capital Advisors
New York
$57.3K -$155K -487 -73%
PK
1932
Pflug Koory
Nebraska
$56K – – –
PGAM
1933
Princeton Global Asset Management
New Jersey
$54.1K +$636 +2 +1%
CFG
1934
Clayton Financial Group
Missouri
$54.1K – – –
SC
1935
Steph & Co
Wisconsin
$53.8K -$7.32K -23 -12%
AW
1936
Avion Wealth
Texas
$53K +$3.18K +10 +6%
AWM
1937
Activest Wealth Management
Florida
$52.9K +$38.2K +120 +261%
RWM
1938
RMG Wealth Management
Wisconsin
$52.4K – – –
ACA
1939
Atlas Capital Advisors
Wyoming
$51.9K – – –
NEWAS
1940
N.E.W. Advisory Services
Wisconsin
$51.5K – – –
FLP
1941
Financial Life Planners
Arizona
$50K +$50K +157 New
VWM
1942
Valley Wealth Managers
New Jersey
$49.3K -$7.96K -25 -14%
IWM
1943
IMG Wealth Management
Florida
$48K +$19.1K +60 +66%
SL
1944
Salomon & Ludwin
Virginia
$47.4K – – –
WA
1945
Westfuller Advisors
New York
$47.3K -$240K -754 -83%
WIM
1946
Westside Investment Management
California
$47.1K – – –
JGCM
1947
Joseph Group Capital Management
Ohio
$46.8K +$36.6K +115 +359%
TWM
1948
Timmons Wealth Management
Massachusetts
$46.5K – – –
CTC
1949
Cetera Trust Company
Minnesota
$46.4K – – –
VWA
1950
Valued Wealth Advisors
Utah
$46K -$3.82K -12 -8%
76 77
78
79 80