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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
1051
Oak Thistle LLC
New York
$296K +$299K +1,688 New
BFA
1052
Beaumont Financial Advisors
Massachusetts
$295K -$58.7K -331 -16%
HCP
1053
Hexagon Capital Partners
Arkansas
$295K -$33K -186 -10%
LC
1054
Lindbrook Capital
California
$292K -$4.61K -26 -2%
IWC
1055
Integrated Wealth Concepts
Massachusetts
$289K +$71.1K +401 +32%
GTAM
1056
Global Trust Asset Management
Florida
$288K – – –
IWP
1057
Insight Wealth Partners
Texas
$288K +$291K +1,641 New
MCM
1058
MAI Capital Management
Ohio
$287K +$68.8K +388 +31%
WMA
1059
Wealth Management Associates
New Jersey
$286K +$14.4K +81 +5%
BCM
1060
Brookstone Capital Management
Illinois
$286K -$886 -5 -0.3%
AR
1061
Apeiron RIA
Texas
$286K +$289K +1,629 New
PFA
1062
Pathway Financial Advisors
Vermont
$286K +$310K +1,747 New
NIPH
1063
NN Investment Partners Holdings
Netherlands
$284K -$7.15M -40,344 -96%
MCM
1064
Mengis Capital Management
Oregon
$284K +$286K +1,616 New
ITIM
1065
Indiana Trust & Investment Management
Indiana
$283K – – –
THWM
1066
Taylor Hoffman Wealth Management
Virginia
$282K -$1.87M -10,536 -87%
VCG
1067
Vantage Consulting Group
Virginia
$282K -$2.66K -15 -0.9%
HL
1068
HeadInvest LLC
Maine
$282K +$284K +1,604 New
SA
1069
Syntax Advisors
New York
$282K +$285K +1,606 New
PP
1070
Patten & Patten
Tennessee
$281K -$354 -2 -0.1%
CCT
1071
Capital City Trust
Florida
$281K – – –
EH
1072
Equitable Holdings
New York
$280K – – –
RI
1073
Ridgewood Investments
New Jersey
$278K – – –
CNC
1074
Canandaigua National Corp
New York
$277K -$4.25K -24 -2%
MBT
1075
Montecito Bank & Trust
California
$275K – – –
41 42
43
44 45