15 institutions currently hold ADFI, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| Foundations Investment Advisors, LLC | $45.2M | 0.56% |
| Anfield Capital Management, LLC | $1.8M | 0.50% |
| J.M. Arbour, LLC | $1.5M | 1.43% |
| Mosley Wealth Management | $535.9K | 0.24% |
| Independent Advisor Alliance | $493.0K | 0.01% |
| CITADEL ADVISORS LLC | $447.9K | 0.00% |
| AdvisorNet Financial, Inc | $358.0K | 0.02% |
| TCFG Investment Advisors, LLC | $179.9K | 0.07% |
| TCFG WEALTH MANAGEMENT, LLC | $179.9K | 0.07% |
| Walser Wealth Management Company, A Ltd Liability Co | $92.7K | 0.04% |
| MORGAN STANLEY | $4.5K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.8K | 0.00% |
| AE Wealth Management LLC | $2.4K | 0.00% |
| HARBOUR INVESTMENTS, INC. | $2.2K | 0.00% |
| GeoWealth Management, LLC | $1.8K | 0.00% |