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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2126
Evelyn Partners
$30.2K +$30.1K +76 New
BHWM
2127
Beaird Harris Wealth Management
Texas
$29.4K – – –
RWM
2128
Raffa Wealth Management
District of Columbia
$29.4K +$2.38K +6 +9%
PWA
2129
Provenance Wealth Advisors
Florida
$28.6K +$792 +2 +3%
HWP
2130
Highline Wealth Partners
California
$28.6K +$2.38K +6 +9%
BFP
2131
Birchwood Financial Partners
Minnesota
$28.2K -$396 -1 -1%
AW
2132
Ankerstar Wealth
Texas
$27.8K – – –
KFP
2133
Kerr Financial Planning
California
$27.3K – – –
EF
2134
Entrust Financial
Pennsylvania
$26.6K -$21.8K -55 -45%
AP
2135
Aspect Partners
Virginia
$26.2K +$792 +2 +3%
MNA
2136
Manning & Napier Advisors
New York
$25.1K -$792 -2 -3%
CMA
2137
Cedar Mountain Advisors
Oregon
$25K -$1.19K -3 -5%
CWIG
2138
Chung Wu Investment Group
Texas
$25K – – –
CTB
2139
Country Trust Bank
Illinois
$25K – – –
CIM
2140
Contravisory Investment Management
Massachusetts
$24.6K +$24.5K +62 New
MI
2141
Markowski Investments
Florida
$24.2K +$24.1K +61 New
STB
2142
S&T Bank
Pennsylvania
$23.8K +$792 +2 +3%
VERPA
2143
Virginia Estate & Retirement Planning Advisors
Virginia
$23.8K +$23.7K +60 New
SFCL
2144
Strengthening Families & Communities LLC
Massachusetts
$23.5K +$5.94K +15 +34%
TCM
2145
Triumph Capital Management
Colorado
$23.4K -$4.35K -11 -16%
DRP
2146
Decker Retirement Planning
Utah
$23K – – –
FMTCOCP
2147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
W
2148
WealthCollab
Washington
$22.5K – – –
DPW
2149
DiNuzzo Private Wealth
Pennsylvania
$22.2K – – –
HWA
2150
HHM Wealth Advisors
Tennessee
$22.2K +$14.2K +36 +180%
84 85
86
87 88