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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2051
Fedenia Advisers
Wisconsin
$104K +$103K +261 New
PB
2052
Prosperity Bancshares
Texas
$102K +$6.33K +16 +7%
PSB
2053
Piscataqua Savings Bank
New Hampshire
$102K – – –
SHIM
2054
Stone House Investment Management
Pennsylvania
$102K +$396 +1 +0.4%
HIW
2055
Holos Integrated Wealth
Pennsylvania
$102K – – –
USB
2056
Union Savings Bank
Connecticut
$100K – – –
UCB
2057
United Community Bank
South Carolina
$97.3K -$57.8K -146 -37%
CWM
2058
Copia Wealth Management
Oregon
$96.2K +$2.38K +6 +3%
PS
2059
Pinney & Scofield
Massachusetts
$95.7K – – –
VPW
2060
Vaquero Private Wealth
Texas
$93.7K +$93.4K +236 New
CFD
2061
Creative Financial Designs
Indiana
$91.1K – – –
C
2062
Covestor
United Kingdom
$90K +$11.9K +30 +15%
LAS
2063
Lloyd Advisory Services
Georgia
$89.9K +$86.3K +218 +2,725%
SSG
2064
Summit Securities Group
New York
$89.4K +$89.1K +225 New
RS
2065
Rakuten Securities
Japan
$85K +$74K +187 +693%
DCM
2066
Disciplina Capital Management
Tennessee
$83K +$396 +1 +0.5%
FDW
2067
Fourth Dimension Wealth
Ohio
$82.6K +$82.3K +208 New
LF
2068
LifeSteps Financial
California
$78.2K +$78K +197 New
CYG
2069
Clean Yield Group
Vermont
$77.8K – – –
CBT
2070
Crews Bank & Trust
Florida
$77.1K – – –
CMP
2071
Coston McIsaac & Partners
Maine
$76K – – –
KFG
2072
Kingdom Financial Group
Arizona
$75.4K +$72K +182 +2,275%
AIM
2073
Access Investment Management
Georgia
$75.1K – – –
KAS
2074
Kemnay Advisory Services
New York
$74.7K -$1.98K -5 -3%
FUBT
2075
First United Bank & Trust
Maryland
$74.7K – – –
81 82
83
84 85