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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1026
Titleist Capital
Texas
$316K +$2.59K +16 +0.8%
WSTAM
1027
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$322K +1,987 New
LIA
1028
LBMC Investment Advisors
Tennessee
$313K – – –
MMPW
1029
Mitchell McLeod Pugh & Williams
Alabama
$311K – – –
IA
1030
Inspire Advisors
Idaho
$310K -$46.7K -288 -13%
CCA
1031
Cobblestone Capital Advisors
New York
$310K – – –
BC
1032
Burney Company
Virginia
$310K +$9.72K +60 +3%
FC
1033
Ferris Capital
Massachusetts
$308K – – –
KBFS
1034
Kohmann Bosshard Financial Services
Ohio
$306K +$300K +1,850 New
PWP
1035
Principle Wealth Partners
Connecticut
$303K +$324 +2 +0.1%
BWM
1036
Baystate Wealth Management
Massachusetts
$303K +$1.46K +9 +0.5%
MCM
1037
MAI Capital Management
Ohio
$303K +$32.4K +200 +12%
DLCIG
1038
D.L. Carlson Investment Group
New Hampshire
$300K -$6.16K -38 -2%
HPWM
1039
Highland Private Wealth Management
Washington
$299K +$20.3K +125 +7%
RI
1040
Ridgewood Investments
New Jersey
$299K +$36.9K +228 +14%
SAM
1041
Strategy Asset Managers
California
$299K +$294K +1,812 New
LC
1042
Lindbrook Capital
California
$294K +$18.3K +113 +7%
VFA
1043
Valeo Financial Advisors
Indiana
$294K +$50.1K +309 +21%
NP
1044
NorthRock Partners
Minnesota
$293K +$288K +1,776 New
SA
1045
Syntax Advisors
New York
$292K +$25.8K +159 +10%
VCG
1046
Vantage Consulting Group
Virginia
$292K +$25.8K +159 +10%
CA
1047
CoreCap Advisors
Michigan
$291K -$159K -979 -36%
SDWMA
1048
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$1.3K -8 -0.5%
PFA
1049
Pathway Financial Advisors
Vermont
$289K – – –
HL
1050
HeadInvest LLC
Maine
$289K +$24K +148 +9%
40 41
42
43 44