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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1151
Quent Capital
New York
$307K -$2.15K -12 -0.8%
PWMG
1152
Prestige Wealth Management Group
New Jersey
$307K +$26.7K +149 +11%
BFM
1153
Boston Financial Management
Massachusetts
$306K +$29K +162 +12%
IVP
1154
Intrinsic Value Partners
Arizona
$306K – – –
AF
1155
Advisornet Financial
Minnesota
$304K +$3.77K +21 +1%
WMA
1156
Wealth Management Associates
New Jersey
$304K – – –
THWM
1157
Taylor Hoffman Wealth Management
Virginia
$302K – – –
DLCIG
1158
D.L. Carlson Investment Group
New Hampshire
$301K +$23.3K +130 +9%
3IP
1159
3Chopt Investment Partners
Virginia
$300K +$236K +1,316 +642%
CC
1160
Callan Capital
California
$299K – – –
RP
1161
Riverwater Partners
Wisconsin
$298K – – –
SSB
1162
Sandy Spring Bank
Maryland
$297K +$13.8K +77 +5%
JAG
1163
Journey Advisory Group
Kentucky
$293K +$18.8K +105 +8%
HW
1164
Hancock Whitney
Mississippi
$293K +$12.9K +72 +5%
CNBT
1165
Canandaigua National Bank & Trust
New York
$293K +$267K +1,488 New
WSTAM
1166
Wilbanks Smith & Thomas Asset Management
Virginia
$292K +$22.9K +128 +9%
RWA
1167
Roberts Wealth Advisors
California
$292K – – –
BFA
1168
Brendel Financial Advisors
New Hampshire
$291K +$265K +1,476 New
CCA
1169
Cobblestone Capital Advisors
New York
$291K -$179K -1,000 -40%
AR
1170
Apeiron RIA
Texas
$290K -$40.7K -227 -13%
CFP
1171
Catalyst Financial Partners
Massachusetts
$289K +$263K +1,467 New
WA
1172
WBH Advisory
Maryland
$289K +$263K +1,466 New
GVAG
1173
Great Valley Advisor Group
Delaware
$288K +$34.2K +191 +15%
ANB
1174
Amarillo National Bank
Texas
$287K – – –
WMA
1175
West Michigan Advisors
Michigan
$287K +$261K +1,455 New
45 46
47
48 49