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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
926
Harbor Investment Advisory
Maryland
$213K -$8.15K -53 -4%
PWM
927
PRW Wealth Management
Massachusetts
$212K -$61.5K -400 -23%
PCA
928
Peddock Capital Advisors
Massachusetts
$212K – – –
SC
929
SouthState Corp
Florida
$212K +$210K +1,368 New
BMO
930
Beck Mack & Oliver
New York
$211K -$4.61K -30 -2%
AFS
931
Axiom Financial Strategies
Indiana
$209K +$207K +1,345 New
FPS
932
Fieldpoint Private Securities
Connecticut
$208K +$14.5K +94 +8%
TSW
933
Thompson Siegel & Walmsley
Virginia
$207K +$43.7K +284 +27%
WTB
934
Washington Trust Bank
Washington
$207K +$205K +1,336 New
BOS
935
Bingham Osborn & Scarborough
California
$206K +$204K +1,330 New
BCM
936
Becker Capital Management
Oregon
$205K +$204K +1,324 New
MCM
937
MV Capital Management
Maryland
$203K +$1.23K +8 +0.6%
SFG
938
StrategIQ Financial Group
Indiana
$202K -$15.4K -100 -7%
HI
939
Harrington Investments
California
$201K +$200K +1,298 New
AWM
940
Affinity Wealth Management
Delaware
$201K +$200K +1,299 New
DBIA
941
Dumont & Blake Investment Advisors
New Jersey
$200K +$198K +1,290 New
CWP
942
Concord Wealth Partners
Virginia
$199K +$158K +1,025 +397%
RWB
943
RMR Wealth Builders
New Jersey
$197K – – –
FA
944
Fortis Advisors
Pennsylvania
$194K – – –
BCA
945
Berman Capital Advisors
Georgia
$193K +$46K +299 +32%
MAM
946
Magellan Asset Management
Australia
$188K – – –
IA
947
IFP Advisors
Florida
$182K +$22.1K +144 +14%
TH
948
TCTC Holdings
Texas
$180K – – –
RG
949
Retirement Group
California
$178K – – –
LC
950
Lindbrook Capital
California
$176K +$10.1K +66 +6%
36 37
38
39 40