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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1101
Syntax Advisors
New York
$211K -$50.9K -323 -18%
VCG
1102
Vantage Consulting Group
Virginia
$211K -$50.9K -323 -18%
EWM
1103
EPG Wealth Management
Georgia
$211K +$157 +1 +0.1%
EFS
1104
Essex Financial Services
Connecticut
$211K +$26.8K +170 +13%
DA
1105
Dillon & Associates
Michigan
$211K +$33.2K +211 +17%
HIA
1106
Harbor Investment Advisory
Maryland
$209K -$2.52K -16 -1%
NEPPG
1107
New England Professional Planning Group
Rhode Island
$209K – – –
BJL
1108
Brighton Jones LLC
Washington
$207K +$8.66K +55 +4%
CPIG
1109
Chicago Partners Investment Group
Illinois
$207K +$189K +1,202 New
FMWA
1110
Forvis Mazars Wealth Advisors
Missouri
$206K -$1.1K -7 -0.5%
VWA
1111
V Wealth Advisors
Kansas
$206K +$4.09K +26 +2%
CAMG
1112
CWA Asset Management Group
Florida
$206K +$15.4K +98 +7%
GL
1113
Graypoint LLC
New York
$205K -$218K -1,387 -50%
SFG
1114
StrategIQ Financial Group
Indiana
$205K -$7.87K -50 -3%
CNB
1115
Camden National Bank
Maine
$205K -$1.1K -7 -0.5%
AIM
1116
AMI Investment Management
Indiana
$205K – – –
CI
1117
Cambiar Investors
Colorado
$205K – – –
PVH
1118
Psagot Value Holdings
Israel
$205K – – –
GC
1119
Gratus Capital
Georgia
$205K +$221K +1,405 New
CSB
1120
City State Bank
Iowa
$204K +$11K +70 +5%
MC
1121
Machina Capital
France
$203K +$219K +1,389 New
CA
1122
CoreCap Advisors
Michigan
$202K -$59.7K -379 -21%
MFA
1123
Mayflower Financial Advisors
Massachusetts
$201K +$19.5K +124 +10%
PWM
1124
PRW Wealth Management
Massachusetts
$200K -$3.31K -21 -2%
CWM
1125
Curi Wealth Management
North Carolina
$198K -$25.2K -160 -11%
43 44
45
46 47