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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2076
Ares Financial Consulting
California
$58.4K +$2.38K +6 +4%
MIM
2077
Marshall Investment Management
Colorado
$58.4K +$58.2K +147 New
TWM
2078
Timmons Wealth Management
Massachusetts
$58K – – –
CTC
2079
Cetera Trust Company
Minnesota
$58K – – –
VWA
2080
Valued Wealth Advisors
Utah
$57.4K – – –
FA
2081
Fountainhead AM
New Jersey
$57.3K +$7.12K +18 +14%
CH
2082
Canton Hathaway
Rhode Island
$54.4K – – –
CCA
2083
Catalyst Capital Advisors
New York
$54K -$17.4K -44 -24%
LFASL
2084
Lugano Financial Advisors SA (LFA)
Switzerland
$53.6K – – –
SL
2085
Salomon & Ludwin
Virginia
$52.9K -$5.14K -13 -9%
PWMG
2086
Private Wealth Management Group
New Jersey
$52.4K – – –
AWM
2087
Abound Wealth Management
Tennessee
$52.1K -$19.8K -50 -28%
RWM
2088
Rialto Wealth Management
New York
$51.2K +$5.54K +14 +12%
UFPG
2089
United Financial Planning Group
New York
$50.4K – – –
ADL
2090
Asset Dedication LLC
California
$49.6K -$122K -307 -71%
NWM
2091
Nova Wealth Management
Florida
$49.6K – – –
TC
2092
Trust Company
Kansas
$49.6K +$19.8K +50 +67%
EWM
2093
Evolution Wealth Management
Florida
$48.1K +$10.3K +26 +27%
RWM
2094
RMG Wealth Management
Wisconsin
$47.7K – – –
IWM
2095
IMG Wealth Management
Florida
$46.9K -$13.1K -33 -22%
AIC
2096
Archer Investment Corporation
Indiana
$46K -$294K -744 -87%
OCM
2097
Orion Capital Management
California
$44.1K – – –
KFA
2098
Kelleher Financial Advisors
New York
$43.3K +$43.1K +109 New
FNWA
2099
Financial Network Wealth Advisors
Utah
$42.1K +$9.89K +25 +31%
Q1WB
2100
Quest 10 Wealth Builders
Virginia
$41.8K +$15.4K +39 +59%
82 83
84
85 86