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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
2051
Fourth Dimension Wealth
Ohio
$82.6K +$82.3K +208 New
LF
2052
LifeSteps Financial
California
$78.2K +$78K +197 New
CYG
2053
Clean Yield Group
Vermont
$77.8K – – –
CBT
2054
Crews Bank & Trust
Florida
$77.1K – – –
CMP
2055
Coston McIsaac & Partners
Maine
$76K – – –
KFG
2056
Kingdom Financial Group
Arizona
$75.4K +$72K +182 +2,275%
AIM
2057
Access Investment Management
Georgia
$75.1K – – –
KAS
2058
Kemnay Advisory Services
New York
$74.7K -$1.98K -5 -3%
FUBT
2059
First United Bank & Trust
Maryland
$74.7K – – –
PMFA
2060
Plante Moran Financial Advisors
Michigan
$73.9K +$18.2K +46 +33%
NB
2061
NBH Bank
Colorado
$71.5K +$71.2K +180 New
AW
2062
Avion Wealth
Texas
$71K +$5.14K +13 +8%
PK
2063
Pflug Koory
Nebraska
$69.9K – – –
NEWAS
2064
N.E.W. Advisory Services
Wisconsin
$69.9K +$5.54K +14 +9%
CCWM
2065
Cassaday & Co Wealth Management
Virginia
$69.1K -$44.3K -112 -39%
PGAM
2066
Princeton Global Asset Management
New Jersey
$67.6K – – –
BDPWM
2067
Barnes Dennig Private Wealth Management
Ohio
$66.3K +$15K +38 +29%
ECA
2068
Elevated Capital Advisors
Utah
$66.3K -$156K -393 -70%
ISWM
2069
Intesa Sanpaolo Wealth Management
$64.7K +$64.5K +163 New
JGCM
2070
Joseph Group Capital Management
Ohio
$64.3K +$5.94K +15 +10%
ABWM
2071
Alpine Bank Wealth Management
Colorado
$63.1K +$62.9K +159 New
FLP
2072
Financial Life Planners
Arizona
$62.6K +$396 +1 +0.6%
VWM
2073
Valley Wealth Managers
New Jersey
$61.6K – – –
PAP
2074
Persistent Asset Partners
Hong Kong
$60.4K +$60.2K +152 New
WIM
2075
Westside Investment Management
California
$58.8K – – –
81 82
83
84 85