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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1076
Evolution Wealth Advisors
Florida
$235K +$72.6K +433 +45%
CCG
1077
Cypress Capital Group
Florida
$235K +$236K +1,404 New
AIM
1078
AMI Investment Management
Indiana
$234K – – –
CI
1079
Cambiar Investors
Colorado
$234K – – –
CNB
1080
Camden National Bank
Maine
$234K – – –
AFS
1081
Axiom Financial Strategies
Indiana
$232K +$503 +3 +0.2%
VFA
1082
Valeo Financial Advisors
Indiana
$231K +$231K +1,378 New
PCA
1083
Peddock Capital Advisors
Massachusetts
$229K – – –
SC
1084
SouthState Corp
Florida
$229K – – –
NCM
1085
Narwhal Capital Management
Georgia
$229K +$229K +1,368 New
PWM
1086
PRW Wealth Management
Massachusetts
$229K +$230K +1,369 New
MAG
1087
MRA Advisory Group
New Jersey
$228K +$229K +1,363 New
MWM
1088
Minot Wealth Management
Massachusetts
$227K +$13.4K +80 +6%
EWM
1089
EPG Wealth Management
Georgia
$225K +$12.9K +77 +6%
HAS
1090
HBW Advisory Services
California
$225K +$19.3K +115 +9%
TCOO
1091
Trust Company of Oklahoma
Oklahoma
$225K – – –
ZCM
1092
Ziegler Capital Management
Illinois
$224K +$335 +2 +0.1%
GIA
1093
Guyasuta Investment Advisors
Pennsylvania
$224K +$13.6K +81 +6%
HIA
1094
Harbor Investment Advisory
Maryland
$223K -$15.3K -91 -6%
SRC
1095
Shufro Rose & Co
New York
$223K +$223K +1,329 New
RGC
1096
Roberts, Glore & Co
Illinois
$223K +$223K +1,331 New
CAMG
1097
CWA Asset Management Group
Florida
$222K +$12.4K +74 +6%
1WA
1098
180 Wealth Advisors
Washington
$222K +$216K +1,290 New
FB
1099
First Bancorp
Maine
$222K +$222K +1,326 New
EPA
1100
Element Pointe Advisors
Florida
$221K – – –
42 43
44
45 46