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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
PRW Wealth Management
Massachusetts
$212K -$61.5K -400 -23%
PCA
927
Peddock Capital Advisors
Massachusetts
$212K – – –
SC
928
SouthState Corp
Florida
$212K +$210K +1,368 New
BMO
929
Beck Mack & Oliver
New York
$211K -$4.61K -30 -2%
AFS
930
Axiom Financial Strategies
Indiana
$209K +$207K +1,345 New
FPS
931
Fieldpoint Private Securities
Connecticut
$208K +$14.5K +94 +8%
TSW
932
Thompson Siegel & Walmsley
Virginia
$207K +$43.7K +284 +27%
WTB
933
Washington Trust Bank
Washington
$207K +$205K +1,336 New
BOS
934
Bingham Osborn & Scarborough
California
$206K +$204K +1,330 New
BCM
935
Becker Capital Management
Oregon
$205K +$204K +1,324 New
MCM
936
MV Capital Management
Maryland
$203K +$1.23K +8 +0.6%
SFG
937
StrategIQ Financial Group
Indiana
$202K -$15.4K -100 -7%
HI
938
Harrington Investments
California
$201K +$200K +1,298 New
AWM
939
Affinity Wealth Management
Delaware
$201K +$200K +1,299 New
DBIA
940
Dumont & Blake Investment Advisors
New Jersey
$200K +$198K +1,290 New
CWP
941
Concord Wealth Partners
Virginia
$199K +$158K +1,025 +397%
RWB
942
RMR Wealth Builders
New Jersey
$197K – – –
FA
943
Fortis Advisors
Pennsylvania
$194K – – –
BCA
944
Berman Capital Advisors
Georgia
$193K +$46K +299 +32%
MAM
945
Magellan Asset Management
Australia
$188K – – –
IA
946
IFP Advisors
Florida
$182K +$22.1K +144 +14%
TH
947
TCTC Holdings
Texas
$180K – – –
RG
948
Retirement Group
California
$178K – – –
LC
949
Lindbrook Capital
California
$176K +$10.1K +66 +6%
AL
950
ADE LLC
Maryland
$171K – – –
36 37
38
39 40