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Advanced Drainage Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AW
526
Avion Wealth
Texas
$1K
RWS
527
Retirement Wealth Solutions
Wisconsin
$942 -$143 -1 -14%
CFM
528
Cornerstone Financial Management
Massachusetts
$785
SC
529
SouthState Corp
Florida
$785
DF
530
DecisionPoint Financial
Arizona
$755 +$286 +2 +67%
PS
531
Planning Strategies
Pennsylvania
$628 +$572 +4 New
ANBT
532
American National Bank & Trust
Texas
$625
CPG
533
Cornerstone Planning Group
New Jersey
$567
LSA
534
Leonteq Securities AG
Switzerland
$471 -$107K -746 -100%
ACA
535
American Capital Advisory
Idaho
$471
FMP
536
Financial Management Professionals
Texas
$471
UFF
537
USA Financial Formulas
Michigan
$471
HFS
538
Hughes Financial Services
Virginia
$471 +$286 +2 +200%
AF
539
Advisornet Financial
Minnesota
$314
MCM
540
MV Capital Management
Maryland
$314
QWM
541
Quaker Wealth Management
New Jersey
$314
MCA
542
Maryland Capital Advisors
Maryland
$314 +$286 +2 New
PWA
543
Principia Wealth Advisory
Texas
$314 +$286 +2 New
DF
544
Dunhill Financial
United Kingdom
$241
S
545
Sachetta
Massachusetts
$157 -$572 -4 -80%
3FI
546
3 Factor Indexing
California
$157
GIA
547
GHP Investment Advisors
Colorado
$157
IAS
548
IMA Advisory Services
Colorado
$157
TFM
549
TFC Financial Management
Massachusetts
$157
William Blair Investment Management
550
William Blair Investment Management
Illinois
-$89.9M -655,684 Closed