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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1076
Perennial Investment Advisors
California
$502K +$853 +4 +0.2%
CWM
1077
Cornerstone Wealth Management
Missouri
$502K +$16.6K +78 +4%
CDH
1078
Charles D. Hyman
$499K – – –
EFG
1079
Everhart Financial Group
Ohio
$499K +$80.4K +377 +21%
SIM
1080
Sentry Investment Management
Wisconsin
$498K -$95.4K -447 -17%
FMWA
1081
Forvis Mazars Wealth Advisors
Missouri
$493K – – –
CT
1082
Chicago Trust
Illinois
$492K +$125K +587 +37%
CC
1083
Callan Capital
California
$488K +$57.8K +271 +15%
PT
1084
Plimoth Trust
Massachusetts
$488K – – –
CFP
1085
Catalyst Financial Partners
Massachusetts
$488K +$19.4K +91 +4%
FAT
1086
First American Trust
California
$486K +$10.9K +51 +2%
MHIC
1087
Marble Harbor Investment Counsel
Massachusetts
$485K – – –
ACM
1088
Argent Capital Management
Missouri
$483K -$114K -533 -20%
SCM
1089
Stevens Capital Management
Pennsylvania
$482K +$451K +2,113 New
FWTB
1090
First Western Trust Bank
Colorado
$479K +$427 +2 +0.1%
GWMR
1091
GC Wealth Management RIA
Massachusetts
$475K +$44.8K +210 +11%
RA
1092
RFG Advisory
Alabama
$474K -$236K -1,108 -35%
PCA
1093
Pallas Capital Advisors
Massachusetts
$472K +$46.1K +216 +12%
HM
1094
Harvest Management
New York
$472K – – –
DDPIC
1095
Deroy & Devereaux Private Investment Counsel
Michigan
$470K – – –
JIC
1096
Joel Isaacson & Co
New York
$469K – – –
FFN
1097
Focus Financial Network
Minnesota
$465K +$93.9K +440 +29%
OPTFSNA
1098
Old Point Trust & Financial Services N A
Virginia
$465K -$29.9K -140 -6%
HT
1099
Heritage Trust
Oklahoma
$464K – – –
IA
1100
IFP Advisors
Florida
$459K +$269K +1,261 +168%
42 43
44
45 46