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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1151
NTV Asset Management
West Virginia
$278K +$54.8K +297 +23%
SOW
1152
State of Wyoming
Wyoming
$276K -$112K -607 -28%
SAI
1153
Systematic Alpha Investments
New Jersey
$274K – – –
EFG
1154
Everhart Financial Group
Ohio
$274K +$7.01K +38 +2%
HFS
1155
Heritage Financial Services
Massachusetts
$273K -$24.9K -135 -8%
IVP
1156
Intrinsic Value Partners
Arizona
$272K – – –
EIG
1157
Ellenbecker Investment Group
Wisconsin
$271K +$286K +1,550 New
SLWA
1158
San Luis Wealth Advisors
California
$270K -$29.7K -161 -9%
ST
1159
Smithfield Trust
Pennsylvania
$269K -$190K -1,032 -40%
CCA
1160
Cobblestone Capital Advisors
New York
$269K – – –
PWMAG
1161
Pinnacle Wealth Management Advisory Group
New Jersey
$268K -$17.5K -95 -6%
THWM
1162
Taylor Hoffman Wealth Management
Virginia
$268K – – –
PWMG
1163
Prestige Wealth Management Group
New Jersey
$268K +$4.61K +25 +2%
ITIM
1164
Indiana Trust & Investment Management
Indiana
$264K – – –
FFN
1165
Focus Financial Network
Minnesota
$263K +$7.75K +42 +3%
FIA
1166
Foundations Investment Advisors
Arizona
$263K -$442K -2,396 -61%
RWA
1167
Roberts Wealth Advisors
California
$259K – – –
KAS
1168
KPP Advisory Services
Kentucky
$259K +$272K +1,477 New
GWM
1169
GSB Wealth Management
Connecticut
$258K +$5.9K +32 +2%
NRC
1170
New Republic Capital
North Carolina
$257K +$270K +1,466 New
CNBT
1171
Canandaigua National Bank & Trust
New York
$256K -$8.48K -46 -3%
ANB
1172
Amarillo National Bank
Texas
$255K – – –
ISWM
1173
Independent Solutions Wealth Management
New York
$255K -$177K -958 -40%
SIC
1174
Salem Investment Counselors
North Carolina
$255K +$37.2K +202 +16%
BHWM
1175
Bar Harbor Wealth Management
New Hampshire
$255K – – –
45 46
47
48 49