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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2151
Synergy Investment Management
Florida
$21.9K +$23.4K +59 +1,967%
GCM
2152
Glynn Capital Management
California
$21.8K +$5.54K +14 +34%
OAG
2153
Oakmont Advisory Group
New Mexico
$21.5K +$21.4K +54 New
KG
2154
Kilter Group
New York
$21.1K -$396 -1 -2%
PS
2155
Planning Strategies
Pennsylvania
$21.1K +$21K +53 New
GSEP
2156
Golden State Equity Partners
California
$21K -$149K -376 -88%
TAP
2157
Tounjian Advisory Partners
Florida
$20.7K -$344K -868 -94%
WA
2158
Whipplewood Advisors
Colorado
$20.7K -$55.4K -140 -73%
YP
2159
YANKCOM Partnership
South Dakota
$20.7K – – –
HHCP
2160
Hilton Head Capital Partners
South Carolina
$20.3K -$24.9K -63 -55%
WAS
2161
Winch Advisory Services
Wisconsin
$20.1K – – –
CBT
2162
CoreFirst Bank & Trust
Kansas
$19.9K – – –
FP
2163
Financial Perspectives
Minnesota
$19.9K – – –
JFA
2164
JNBA Financial Advisors
Minnesota
$19.5K +$19.4K +49 New
NI
2165
NCP Inc
California
$19.1K – – –
OSNBOA
2166
Old Second National Bank of Aurora
Illinois
$18.3K – – –
CWP
2167
Concord Wealth Partners
Virginia
$17.6K +$17.4K +44 New
APW
2168
Acima Private Wealth
Virginia
$17.5K – – –
CB
2169
Centennial Bank
Arkansas
$17.5K – – –
PAI
2170
Pittenger & Anderson Inc
Nebraska
$16.7K – – –
PCA
2171
Providence Capital Advisors
North Carolina
$16.7K +$16.6K +42 New
RRMM
2172
Regatta Research & Money Management
Louisiana
$16.7K +$16.6K +42 New
GG
2173
Gleason Group
Kentucky
$16.7K +$16.6K +42 New
SWIM
2174
Smallwood Wealth Investment Management
New Jersey
$16.3K +$396 +1 +3%
AA
2175
Addison Advisors
Vermont
$16.3K -$239K -603 -94%
85 86
87
88 89