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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1176
Western Wealth Management
Colorado
$383K +$36.3K +164 +10%
RI
1177
Ridgewood Investments
New Jersey
$383K – – –
BHWM
1178
Bar Harbor Wealth Management
New Hampshire
$382K -$663 -3 -0.2%
MIM
1179
Morningstar Investment Management
Illinois
$380K – – –
AWM
1180
Aberdeen Wealth Management
Illinois
$380K – – –
MA
1181
Mezzasalma Advisors
New Jersey
$379K +$395K +1,785 New
JFGIW
1182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$379K -$544K -2,461 -58%
PWMAG
1183
Pinnacle Wealth Management Advisory Group
New Jersey
$378K +$35.4K +160 +10%
FFN
1184
Focus Financial Network
Minnesota
$377K +$2.43K +11 +0.6%
IP
1185
Investment Partners
Ohio
$373K +$1.1K +5 +0.3%
BCM
1186
Blume Capital Management
California
$372K -$2.43K -11 -0.6%
BFM
1187
Boston Financial Management
Massachusetts
$371K +$7.29K +33 +2%
GJWM
1188
Gilliland Jeter Wealth Management
Arkansas
$371K – – –
AOI
1189
Auto-Owners Insurance
Michigan
$369K – – –
PFBT
1190
Parkside Financial Bank & Trust
Missouri
$368K +$4.64K +21 +1%
AWM
1191
Accurate Wealth Management
Florida
$366K +$9.73K +44 +3%
HAM
1192
Hickory Asset Management
Ohio
$366K +$381K +1,723 New
KA
1193
KLCM Advisors
Wisconsin
$366K – – –
AAS
1194
Annex Advisory Services
Wisconsin
$365K +$380K +1,719 New
GVAG
1195
Great Valley Advisor Group
Delaware
$364K -$67.9K -307 -15%
CG
1196
Clifford Group
Massachusetts
$364K – – –
TAM
1197
Townsend Asset Management
North Carolina
$363K – – –
FFA
1198
First Foundation Advisors
California
$362K -$137K -619 -27%
GCM
1199
Gables Capital Management
Florida
$361K – – –
EFS
1200
Essex Financial Services
Connecticut
$359K +$7.07K +32 +2%
46 47
48
49 50