ADFI(ADFI)
ADFI
$8.38—Stale · unknown old
USBATS • Last print unknown ago
$8.38—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 5.42M | Jun 30, 26 | +88.57K | 89.15% |
| J.M. Arbour, LLC | 188.44K | Jun 30, 26 | +13.17K | 3.10% |
| Independent Advisor Alliance | 57.06K | Jun 30, 26 | -1.01K | 0.94% |
| CITADEL ADVISORS LLC | 46.35K | Jun 30, 26 | -6.41K | 0.76% |
| AE Wealth Management LLC | 33.02K | Jun 30, 26 | +32.75K | 0.54% |
| AdvisorNet Financial, Inc | 26.49K | Jun 30, 26 | -15.67K | 0.44% |
| TCFG Investment Advisors, LLC | 20.68K | Jun 30, 26 | -463 | 0.34% |
| Mosley Wealth Management | 18.96K | Jun 30, 26 | -43.35K | 0.31% |
| JANE STREET GROUP, LLC | 16.24K | Jun 30, 26 | +16.24K | 0.27% |
| Walser Wealth Management Company, A Ltd Liability Co | 10.92K | Jun 30, 26 | +9 | 0.18% |
| UBS Group AG | 1.43K | Jun 30, 26 | +1.43K | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 452 | Jun 30, 26 | -- | 0.01% |
| GeoWealth Management, LLC | 405 | Jun 30, 26 | +188 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 258 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | -- | Jun 30, 26 | -526 | -- |
| Anfield Capital Management, LLC | 215.70K | Mar 31, 26 | +549 | 3.55% |
| TCFG WEALTH MANAGEMENT, LLC | 21.14K | Mar 31, 26 | -582 | 0.35% |
| Motiv8 Investments LLC | 177 | Dec 31, 25 | +177 | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 26.32K | Dec 31, 23 | -3.57K | 0.43% |