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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1126
Pathway Financial Advisors
Vermont
$347K – – –
IF
1127
Intrua Financial
Texas
$347K +$357 +2 +0.1%
GJWM
1128
Gilliland Jeter Wealth Management
Arkansas
$346K +$311K +1,744 New
BFM
1129
Boston Financial Management
Massachusetts
$346K +$3.57K +20 +1%
AOI
1130
Auto-Owners Insurance
Michigan
$345K – – –
GWMI
1131
Guardian Wealth Management (Illinois)
Illinois
$344K -$7.68K -43 -2%
PWM
1132
Power Wealth Management
Georgia
$340K +$306K +1,714 New
CG
1133
Clifford Group
Massachusetts
$340K – – –
TAM
1134
Townsend Asset Management
North Carolina
$340K – – –
MW
1135
Marcum Wealth
Ohio
$338K -$28.6K -160 -9%
FA
1136
Faithward Advisors
Pennsylvania
$338K -$74.3K -416 -19%
BAAM
1137
Baker Avenue Asset Management
California
$338K -$10.9K -61 -3%
GCM
1138
Gables Capital Management
Florida
$338K – – –
PCA
1139
Pallas Capital Advisors
Massachusetts
$337K -$23K -129 -7%
IP
1140
Investment Partners
Ohio
$336K -$27K -151 -8%
AC
1141
Allstate Corporation
Illinois
$335K -$28.6K -160 -9%
CCT
1142
Capital City Trust
Florida
$334K – – –
RWM
1143
Rockline Wealth Management
New York
$334K +$300K +1,682 New
KWM
1144
Kolinsky Wealth Management
New Jersey
$334K -$57K -319 -16%
USCWA
1145
U.S. Capital Wealth Advisors
Texas
$332K -$73.2K -410 -20%
FMWA
1146
Forvis Mazars Wealth Advisors
Missouri
$332K +$7.5K +42 +3%
NAM
1147
NTV Asset Management
West Virginia
$331K +$14.3K +80 +5%
AWMT
1148
AAFMAA Wealth Management & Trust
North Carolina
$330K -$9.64K -54 -3%
FIA
1149
Foundations Investment Advisors
Arizona
$330K +$39.3K +220 +15%
PPWP
1150
Premier Path Wealth Partners
New Jersey
$330K +$297K +1,661 New
44 45
46
47 48