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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
1176
Intrinsic Value Partners
Arizona
$308K – – –
GWMR
1177
GC Wealth Management RIA
Massachusetts
$308K +$277K +1,550 New
HI
1178
Harrington Investments
California
$306K -$12.5K -70 -4%
TF
1179
Trek Financial
Arizona
$306K -$34.3K -192 -11%
3IP
1180
3Chopt Investment Partners
Virginia
$306K +$275K +1,539 New
CC
1181
Courier Capital
New York
$305K -$17.9K -100 -6%
THWM
1182
Taylor Hoffman Wealth Management
Virginia
$304K – – –
PWMG
1183
Prestige Wealth Management Group
New Jersey
$302K -$1.61K -9 -0.6%
CT
1184
Chicago Trust
Illinois
$302K -$38K -213 -12%
SWM
1185
SeaCrest Wealth Management
New York
$301K -$23.8K -133 -8%
KAS
1186
KPP Advisory Services
Kentucky
$300K +$6.25K +35 +2%
FC
1187
Forte Capital
New York
$300K +$270K +1,511 New
ANB
1188
Amarillo National Bank
Texas
$300K +$9.64K +54 +4%
ITIM
1189
Indiana Trust & Investment Management
Indiana
$300K – – –
CAMG
1190
CWA Asset Management Group
Florida
$299K +$42.1K +236 +19%
AC
1191
ASB Consultores
Florida
$299K -$39.3K -220 -13%
GL
1192
Gerber LLC
Ohio
$299K +$269K +1,507 New
GWM
1193
Geneos Wealth Management
Colorado
$298K -$42.9K -240 -14%
BHCM
1194
Brevan Howard Capital Management
Jersey
$297K +$268K +1,498 New
DIM
1195
Delta Investment Management
California
$296K -$32.1K -180 -11%
EFG
1196
Everhart Financial Group
Ohio
$294K -$15.2K -85 -5%
GWM
1197
GSB Wealth Management
Connecticut
$293K – – –
PWMAG
1198
Pinnacle Wealth Management Advisory Group
New Jersey
$292K -$10.9K -61 -4%
LWM
1199
Liberty Wealth Management
California
$292K +$263K +1,470 New
WHG
1200
Westwood Holdings Group
Texas
$290K +$261K +1,463 New
46 47
48
49 50