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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1176
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$16.9K +88 +6%
IIA
1177
ICW Investment Advisors
Arizona
$308K +$31.7K +165 +12%
IVP
1178
Intrinsic Value Partners
Arizona
$307K – – –
SCM
1179
Sirios Capital Management
Massachusetts
$306K -$2.79M -14,494 -90%
MW
1180
Marcum Wealth
Ohio
$306K -$30.4K -158 -9%
PP
1181
Paloma Partners
Connecticut
$300K +$272K +1,414 +1,360%
THWM
1182
Taylor Hoffman Wealth Management
Virginia
$299K -$3.85K -20 -1%
ANB
1183
Amarillo National Bank
Texas
$299K – – –
GL
1184
Gerber LLC
Ohio
$298K +$385 +2 +0.1%
HI
1185
Harrington Investments
California
$298K -$6.15K -32 -2%
FIA
1186
Foundations Investment Advisors
Arizona
$298K -$41K -213 -12%
DLCIG
1187
D.L. Carlson Investment Group
New Hampshire
$298K +$5.19K +27 +2%
PWMG
1188
Prestige Wealth Management Group
New Jersey
$297K -$4.42K -23 -2%
SIM
1189
Stratos Investment Management
Ohio
$296K +$28.1K +146 +11%
DIM
1190
Delta Investment Management
California
$295K +$385 +2 +0.1%
KA
1191
KLCM Advisors
Wisconsin
$294K +$57.7K +300 +25%
IIC
1192
Integrated Investment Consultants
Michigan
$294K -$80.2K -417 -22%
NL
1193
NWAM LLC
Washington
$292K +$76.5K +398 +38%
GWM
1194
GSB Wealth Management
Connecticut
$292K – – –
LWM
1195
Liberty Wealth Management
California
$291K – – –
EWA
1196
EverSource Wealth Advisors
Alabama
$291K +$4.23K +22 +2%
FFN
1197
Focus Financial Network
Minnesota
$287K -$275K -1,431 -48%
MKA
1198
M. Kulyk & Associates
Georgia
$285K -$39.8K -207 -13%
RWA
1199
Roberts Wealth Advisors
California
$285K +$288K +1,498 New
GVAG
1200
Great Valley Advisor Group
Delaware
$284K -$1.65M -8,557 -86%
46 47
48
49 50