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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1176
Curi Wealth Management
North Carolina
$222K +$211K +1,353 New
CAM
1177
Cozad Asset Management
Illinois
$221K +$211K +1,350 New
SA
1178
Syntax Advisors
New York
$221K -$35.6K -228 -14%
VCG
1179
Vantage Consulting Group
Virginia
$221K -$35.6K -228 -14%
LFA
1180
LGT Financial Advisors
Texas
$218K +$208K +1,331 New
HIA
1181
Harbor Investment Advisory
Maryland
$218K -$468 -3 -0.2%
LWAC
1182
Laurel Wealth Advisors (California)
California
$217K -$20.9K -134 -9%
BOSSRA
1183
B.O.S.S. Retirement Advisors
Utah
$217K +$206K +1,321 New
AFS
1184
Axiom Financial Strategies
Indiana
$214K +$204K +1,305 New
SWA
1185
SFMG Wealth Advisors
Texas
$214K +$204K +1,304 New
VVP
1186
Venture Visionary Partners
Ohio
$213K +$203K +1,301 New
SRG
1187
SBB Research Group
Illinois
$213K +$203K +1,299 New
HI
1188
Harrington Investments
California
$213K +$203K +1,298 New
JIC
1189
Joel Isaacson & Co
New York
$212K +$202K +1,293 New
HAS
1190
HBW Advisory Services
California
$212K +$201K +1,290 New
NAM
1191
NTV Asset Management
West Virginia
$212K +$202K +1,292 New
RCM
1192
Radnor Capital Management
Pennsylvania
$211K +$187K +1,200 New
OPTFSNA
1193
Old Point Trust & Financial Services N A
Virginia
$211K +$201K +1,285 New
BFM
1194
Boothbay Fund Management
New York
$210K -$434K -2,782 -69%
CIAS
1195
Capital Investment Advisory Services
North Carolina
$209K -$103K -660 -34%
FCM
1196
Fourpath Capital Management
Oklahoma
$209K +$199K +1,272 New
GVAG
1197
Great Valley Advisor Group
Delaware
$208K +$198K +1,269 New
RZH
1198
Relyea Zuckerberg Hanson
Connecticut
$208K +$198K +1,266 New
GC
1199
Gratus Capital
Georgia
$207K +$197K +1,259 New
EIP
1200
Ellis Investment Partners
Pennsylvania
$206K +$468 +3 +0.2%
46 47
48
49 50