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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2076
Plante Moran Financial Advisors
Michigan
$73.9K +$18.2K +46 +33%
NB
2077
NBH Bank
Colorado
$71.5K +$71.2K +180 New
AW
2078
Avion Wealth
Texas
$71K +$5.14K +13 +8%
PK
2079
Pflug Koory
Nebraska
$69.9K – – –
NEWAS
2080
N.E.W. Advisory Services
Wisconsin
$69.9K +$5.54K +14 +9%
CCWM
2081
Cassaday & Co Wealth Management
Virginia
$69.1K -$44.3K -112 -39%
PGAM
2082
Princeton Global Asset Management
New Jersey
$67.6K – – –
BDPWM
2083
Barnes Dennig Private Wealth Management
Ohio
$66.3K +$15K +38 +29%
ECA
2084
Elevated Capital Advisors
Utah
$66.3K -$156K -393 -70%
ISWM
2085
Intesa Sanpaolo Wealth Management
$64.7K +$64.5K +163 New
JGCM
2086
Joseph Group Capital Management
Ohio
$64.3K +$5.94K +15 +10%
ABWM
2087
Alpine Bank Wealth Management
Colorado
$63.1K +$62.9K +159 New
FLP
2088
Financial Life Planners
Arizona
$62.6K +$396 +1 +0.6%
VWM
2089
Valley Wealth Managers
New Jersey
$61.6K – – –
PAP
2090
Persistent Asset Partners
Hong Kong
$60.4K +$60.2K +152 New
WIM
2091
Westside Investment Management
California
$58.8K – – –
AFC
2092
Ares Financial Consulting
California
$58.4K +$2.38K +6 +4%
MIM
2093
Marshall Investment Management
Colorado
$58.4K +$58.2K +147 New
TWM
2094
Timmons Wealth Management
Massachusetts
$58K – – –
CTC
2095
Cetera Trust Company
Minnesota
$58K – – –
VWA
2096
Valued Wealth Advisors
Utah
$57.4K – – –
FA
2097
Fountainhead AM
New Jersey
$57.3K +$7.12K +18 +14%
CH
2098
Canton Hathaway
Rhode Island
$54.4K – – –
CCA
2099
Catalyst Capital Advisors
New York
$54K -$17.4K -44 -24%
LFASL
2100
Lugano Financial Advisors SA (LFA)
Switzerland
$53.6K – – –
82 83
84
85 86