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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1126
Townsend Asset Management
North Carolina
$299K – – –
WA
1127
Wealth Alliance
New York
$299K -$128K -696 -29%
CC
1128
Callan Capital
California
$299K +$35K +190 +13%
GCM
1129
Gables Capital Management
Florida
$298K – – –
QC
1130
Quent Capital
New York
$297K +$25.4K +138 +9%
CCT
1131
Capital City Trust
Florida
$295K – – –
BOSSRA
1132
B.O.S.S. Retirement Advisors
Utah
$293K -$11.2K -61 -4%
EP
1133
Edgestream Partners
New Jersey
$292K +$308K +1,670 New
DIM
1134
Delta Investment Management
California
$292K +$46.3K +251 +18%
FPWM
1135
FSB Premier Wealth Management
Iowa
$291K +$29.3K +159 +11%
CCA
1136
Column Capital Advisors
Indiana
$290K -$738 -4 -0.2%
BFA
1137
Beaumont Financial Advisors
Massachusetts
$290K +$76.5K +415 +33%
WMA
1138
Wealth Management Associates
New Jersey
$290K +$29.3K +159 +11%
BCP
1139
Blue Chip Partners
Michigan
$288K -$3.5K -19 -1%
CC
1140
Courier Capital
New York
$287K -$9.22K -50 -3%
BFO
1141
Biltmore Family Office
North Carolina
$286K – – –
FMWA
1142
Forvis Mazars Wealth Advisors
Missouri
$285K -$184 -1 -0.1%
PCA
1143
Pallas Capital Advisors
Massachusetts
$285K +$337K +1,826 New
PAMG
1144
Patton Albertson Miller Group
Tennessee
$283K – – –
HI
1145
Harrington Investments
California
$282K +$14.4K +78 +5%
AR
1146
Advisory Research
Illinois
$281K +$88.5K +480 +43%
WFA
1147
Websterrogers Financial Advisors
South Carolina
$280K – – –
PP
1148
Patten & Patten
Tennessee
$280K – – –
NB
1149
Northwest Bancshares
Pennsylvania
$279K +$5.72K +31 +2%
NAM
1150
NTV Asset Management
West Virginia
$278K +$54.8K +297 +23%
44 45
46
47 48