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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1176
Grove Bank & Trust
Florida
$254K +$7.01K +38 +3%
LAM
1177
L2 Asset Management
Massachusetts
$254K -$205K -1,113 -85%
MA
1178
MJP Associates
Connecticut
$254K +$45.4K +246 +20%
SFS
1179
Stiles Financial Services
Minnesota
$252K -$113K -612 -30%
UF
1180
Univest Financial
Pennsylvania
$251K – – –
NEPPG
1181
New England Professional Planning Group
Rhode Island
$251K – – –
WP
1182
WMS Partners
Maryland
$250K -$22.5K -122 -8%
IFG
1183
Independent Financial Group
California
$249K +$24.5K +133 +10%
AR
1184
Apeiron RIA
Texas
$249K -$14.4K -78 -5%
JAG
1185
Journey Advisory Group
Kentucky
$249K – – –
SSB
1186
Sandy Spring Bank
Maryland
$249K -$4.61K -25 -2%
DWA
1187
Dorsey Wright & Associates
California
$248K – – –
GIA
1188
Guyasuta Investment Advisors
Pennsylvania
$247K -$2.95K -16 -1%
CWS
1189
Confluence Wealth Services
Pennsylvania
$247K +$260K +1,410 New
SFG
1190
StrategIQ Financial Group
Indiana
$247K +$4.43K +24 +2%
AA
1191
Alta Advisers
United Kingdom
$245K – – –
AIM
1192
AMI Investment Management
Indiana
$245K – – –
CWP
1193
Concord Wealth Partners
Virginia
$243K +$232K +1,258 +960%
DLCIG
1194
D.L. Carlson Investment Group
New Hampshire
$243K -$9.77K -53 -4%
B
1195
Bailard
California
$241K – – –
LWM
1196
Laidlaw Wealth Management
New York
$241K -$34.5K -187 -12%
FL
1197
Fort LP
Maryland
$241K +$37.4K +203 +17%
LAS
1198
Lloyd Advisory Services
Georgia
$240K +$253K +1,373 New
NG
1199
Norden Group
Utah
$240K +$253K +1,373 New
TFM
1200
TFC Financial Management
Massachusetts
$240K -$369 -2 -0.1%
46 47
48
49 50