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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1126
Clifford Group
Massachusetts
$300K – – –
TAM
1127
Townsend Asset Management
North Carolina
$299K – – –
WA
1128
Wealth Alliance
New York
$299K -$128K -696 -29%
CC
1129
Callan Capital
California
$299K +$35K +190 +13%
GCM
1130
Gables Capital Management
Florida
$298K – – –
QC
1131
Quent Capital
New York
$297K +$25.4K +138 +9%
CCT
1132
Capital City Trust
Florida
$295K – – –
BOSSRA
1133
B.O.S.S. Retirement Advisors
Utah
$293K -$11.2K -61 -4%
EP
1134
Edgestream Partners
New Jersey
$292K +$308K +1,670 New
DIM
1135
Delta Investment Management
California
$292K +$46.3K +251 +18%
FPWM
1136
FSB Premier Wealth Management
Iowa
$291K +$29.3K +159 +11%
CCA
1137
Column Capital Advisors
Indiana
$290K -$738 -4 -0.2%
BFA
1138
Beaumont Financial Advisors
Massachusetts
$290K +$76.5K +415 +33%
WMA
1139
Wealth Management Associates
New Jersey
$290K +$29.3K +159 +11%
BCP
1140
Blue Chip Partners
Michigan
$288K -$3.5K -19 -1%
CC
1141
Courier Capital
New York
$287K -$9.22K -50 -3%
BFO
1142
Biltmore Family Office
North Carolina
$286K – – –
FMWA
1143
Forvis Mazars Wealth Advisors
Missouri
$285K -$184 -1 -0.1%
PCA
1144
Pallas Capital Advisors
Massachusetts
$285K +$337K +1,826 New
PAMG
1145
Patton Albertson Miller Group
Tennessee
$283K – – –
HI
1146
Harrington Investments
California
$282K +$14.4K +78 +5%
AR
1147
Advisory Research
Illinois
$281K +$88.5K +480 +43%
WFA
1148
Websterrogers Financial Advisors
South Carolina
$280K – – –
PP
1149
Patten & Patten
Tennessee
$280K – – –
NB
1150
Northwest Bancshares
Pennsylvania
$279K +$5.72K +31 +2%
44 45
46
47 48