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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1176
Heritage Financial Services
Massachusetts
$309K – – –
IVP
1177
Intrinsic Value Partners
Arizona
$308K – – –
GWMR
1178
GC Wealth Management RIA
Massachusetts
$308K +$277K +1,550 New
HI
1179
Harrington Investments
California
$306K -$12.5K -70 -4%
TF
1180
Trek Financial
Arizona
$306K -$34.3K -192 -11%
3IP
1181
3Chopt Investment Partners
Virginia
$306K +$275K +1,539 New
CC
1182
Courier Capital
New York
$305K -$17.9K -100 -6%
THWM
1183
Taylor Hoffman Wealth Management
Virginia
$304K – – –
PWMG
1184
Prestige Wealth Management Group
New Jersey
$302K -$1.61K -9 -0.6%
CT
1185
Chicago Trust
Illinois
$302K -$38K -213 -12%
SWM
1186
SeaCrest Wealth Management
New York
$301K -$23.8K -133 -8%
KAS
1187
KPP Advisory Services
Kentucky
$300K +$6.25K +35 +2%
FC
1188
Forte Capital
New York
$300K +$270K +1,511 New
ANB
1189
Amarillo National Bank
Texas
$300K +$9.64K +54 +4%
ITIM
1190
Indiana Trust & Investment Management
Indiana
$300K – – –
CAMG
1191
CWA Asset Management Group
Florida
$299K +$42.1K +236 +19%
AC
1192
ASB Consultores
Florida
$299K -$39.3K -220 -13%
GL
1193
Gerber LLC
Ohio
$299K +$269K +1,507 New
GWM
1194
Geneos Wealth Management
Colorado
$298K -$42.9K -240 -14%
BHCM
1195
Brevan Howard Capital Management
Jersey
$297K +$268K +1,498 New
DIM
1196
Delta Investment Management
California
$296K -$32.1K -180 -11%
EFG
1197
Everhart Financial Group
Ohio
$294K -$15.2K -85 -5%
GWM
1198
GSB Wealth Management
Connecticut
$293K – – –
PWMAG
1199
Pinnacle Wealth Management Advisory Group
New Jersey
$292K -$10.9K -61 -4%
LWM
1200
Liberty Wealth Management
California
$292K +$263K +1,470 New
46 47
48
49 50