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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2226
Key Capital Management
Tennessee
$5.16K +$1.98K +5 +63%
FC
2227
Financial Consulate
Maryland
$4.37K +$792 +2 +22%
FIM
2228
FWL Investment Management
Texas
$4.37K +$4.35K +11 New
CIAS
2229
CBIZ Investment Advisory Services
Ohio
$4.14K – – –
SWAG
2230
Spectrum Wealth Advisory Group
California
$3.98K +$3.96K +10 New
AIS
2231
Advocate Investing Services
Maryland
$3.97K – – –
CSC
2232
Caldwell Sutter Capital
California
$3.97K – – –
JGIA
2233
Jackson Grant Investment Advisers
Connecticut
$3.97K – – –
MAS
2234
MPWM Advisory Solutions
Georgia
$3.97K – – –
NL
2235
NVWM LLC
Pennsylvania
$3.97K +$792 +2 +25%
AF
2236
Aviso Financial
Ontario, Canada
$3.97K – – –
MWA
2237
Medallion Wealth Advisors
Connecticut
$3.97K +$792 +2 +25%
MSFP
2238
Mark Sheptoff Financial Planning
Connecticut
$3.58K – – –
WA
2239
WestEnd Advisors
North Carolina
$3.58K +$396 +1 +13%
GA
2240
GoalVest Advisory
New York
$3.58K +$792 +2 +29%
QWM
2241
Quaker Wealth Management
New Jersey
$3.58K +$792 +2 +29%
MBFW
2242
Morton Brown Family Wealth
Pennsylvania
$3.58K +$3.56K +9 New
GF
2243
GGM Financials
Ohio
$3.19K +$3.17K +8 New
PS
2244
PayPay Securities
Japan
$3.18K -$396 -1 -11%
GCM
2245
Gunpowder Capital Management
Maryland
$3.18K – – –
PJC
2246
Phillip James Consulting
Minnesota
$2.78K – – –
TCM
2247
Tradewinds Capital Management
Washington
$2.38K – – –
SFS
2248
Sunrise Financial Services
Washington
$2.38K – – –
KA
2249
Kozak & Associates
Colorado
$2.34K +$2.38K +6 New
II
2250
Inspire Investing
Idaho
$2.02K -$3.96K -10 -67%
88 89
90
91 92