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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1101
GC Wealth Management RIA
Massachusetts
$470K -$8.11K -36 -2%
OPTFSNA
1102
Old Point Trust & Financial Services N A
Virginia
$468K – – –
CF
1103
Convergence Financial
Missouri
$468K -$57K -253 -11%
ARC
1104
Advisor Resource Council
Texas
$467K +$457K +2,028 New
FIA
1105
Foundations Investment Advisors
Arizona
$465K +$39.7K +176 +10%
PCM
1106
Prelude Capital Management
New York
$465K +$455K +2,020 New
GVAG
1107
Great Valley Advisor Group
Delaware
$465K +$128K +570 +39%
GWM
1108
GDS Wealth Management
Texas
$463K +$454K +2,013 New
MPW
1109
MA Private Wealth
California
$463K – – –
NAM
1110
NTV Asset Management
West Virginia
$462K – – –
BAAM
1111
Baker Avenue Asset Management
California
$462K +$41.9K +186 +10%
RC
1112
RBF Capital
California
$460K – – –
CA
1113
Centerpoint Advisors
Massachusetts
$460K – – –
RA
1114
RFG Advisory
Alabama
$459K -$18.3K -81 -4%
CAG
1115
Csenge Advisory Group
Florida
$459K +$33.3K +148 +8%
VVP
1116
Venture Visionary Partners
Ohio
$457K -$86.1K -382 -16%
MFIM
1117
Mesirow Financial Investment Management
Illinois
$456K +$60.6K +269 +16%
QWP
1118
Quotient Wealth Partners
Texas
$455K +$10.8K +48 +2%
LAM
1119
L2 Asset Management
Massachusetts
$453K +$16K +71 +4%
DDPIC
1120
Deroy & Devereaux Private Investment Counsel
Michigan
$451K -$22.5K -100 -5%
LA
1121
Lifeworks Advisors
Michigan
$449K -$270K -1,199 -38%
PCA
1122
Pallas Capital Advisors
Massachusetts
$448K -$5.18K -23 -1%
EFG
1123
Ethos Financial Group
Pennsylvania
$446K -$97.3K -432 -18%
FB
1124
Fulton Bank
Pennsylvania
$446K +$151K +672 +53%
HB
1125
HTLF Bank
Colorado
$445K -$65.1K -289 -13%
43 44
45
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