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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2126
CGC Financial Services
Oregon
$37.3K -$36K -91 -49%
TM
2127
Torren Management
California
$37K – – –
HDIM
2128
Hanson & Doremus Investment Management
Vermont
$37K – – –
GEA
2129
Glen Eagle Advisors
New Jersey
$36.9K +$2.77K +7 +8%
ASA
2130
Axxion S.A.
Luxembourg
$35.7K +$35.6K +90 New
CJ
2131
Caitlin John
Michigan
$35K – – –
CCMI
2132
Creative Capital Management Investments
California
$35K +$11.9K +30 +52%
FGC
2133
Financial Gravity Companies
Texas
$34.6K +$34.4K +87 New
BFS
2134
Bare Financial Services
Pennsylvania
$34.2K +$9.5K +24 +39%
QT
2135
Quantbot Technologies
New York
$33.4K -$194K -490 -85%
MSWA
2136
Marshall & Sterling Wealth Advisors
New York
$32.6K – – –
HFS
2137
Hughes Financial Services
Virginia
$32.6K +$9.1K +23 +39%
DF
2138
Dunhill Financial
United Kingdom
$31.6K +$9.1K +23 +41%
MAM
2139
Marquette Asset Management
Minnesota
$31.4K – – –
CFM
2140
Cornerstone Financial Management
Massachusetts
$31.4K +$11.1K +28 +55%
DWM
2141
Dogwood Wealth Management
Kansas
$30.6K +$792 +2 +3%
EP
2142
Evelyn Partners
$30.2K +$30.1K +76 New
BHWM
2143
Beaird Harris Wealth Management
Texas
$29.4K – – –
RWM
2144
Raffa Wealth Management
District of Columbia
$29.4K +$2.38K +6 +9%
PWA
2145
Provenance Wealth Advisors
Florida
$28.6K +$792 +2 +3%
HWP
2146
Highline Wealth Partners
California
$28.6K +$2.38K +6 +9%
BFP
2147
Birchwood Financial Partners
Minnesota
$28.2K -$396 -1 -1%
AW
2148
Ankerstar Wealth
Texas
$27.8K – – –
KFP
2149
Kerr Financial Planning
California
$27.3K – – –
EF
2150
Entrust Financial
Pennsylvania
$26.6K -$21.8K -55 -45%
84 85
86
87 88