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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1151
Bar Harbor Wealth Management
New Hampshire
$415K -$2.25K -10 -0.6%
RI
1152
Ridgewood Investments
New Jersey
$415K – – –
AWM
1153
Aberdeen Wealth Management
Illinois
$412K – – –
EWA
1154
Exencial Wealth Advisors
Oklahoma
$408K +$11.3K +50 +3%
FFN
1155
Focus Financial Network
Minnesota
$406K -$47.3K -210 -11%
BCM
1156
Blume Capital Management
California
$405K +$2.48K +11 +0.6%
WI
1157
WrapManager Inc
California
$404K -$33.3K -148 -8%
WFI
1158
West Family Investments
California
$404K +$146K +647 +58%
IP
1159
Investment Partners
Ohio
$403K +$1.13K +5 +0.3%
PFA
1160
Pathway Financial Advisors
Vermont
$402K -$33.8K -150 -8%
SQA
1161
Simon Quick Advisors
New Jersey
$402K +$68K +302 +21%
GJWM
1162
Gilliland Jeter Wealth Management
Arkansas
$401K – – –
DCM
1163
Donaldson Capital Management
Indiana
$401K -$22.8K -101 -5%
AOI
1164
Auto-Owners Insurance
Michigan
$400K – – –
KA
1165
KLCM Advisors
Wisconsin
$397K +$11.3K +50 +3%
CG
1166
Clifford Group
Massachusetts
$394K – – –
BFM
1167
Boston Financial Management
Massachusetts
$394K – – –
TAM
1168
Townsend Asset Management
North Carolina
$394K – – –
GAAM
1169
Guinness Atkinson Asset Management
California
$394K +$48.7K +216 +14%
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$393K +$14.2K +63 +4%
GCM
1171
Gables Capital Management
Florida
$391K – – –
MW
1172
Marcum Wealth
Ohio
$387K -$18.3K -81 -5%
EWA
1173
EverSource Wealth Advisors
Alabama
$387K +$1.58K +7 +0.4%
TAM
1174
Tucker Asset Management
Colorado
$386K +$48.9K +217 +15%
BFO
1175
Biltmore Family Office
North Carolina
$385K +$7.89K +35 +2%
45 46
47
48 49