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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1201
TFC Financial Management
Massachusetts
$270K +$1.08K +6 +0.4%
PCA
1202
Peddock Capital Advisors
Massachusetts
$269K – – –
NEPPG
1203
New England Professional Planning Group
Rhode Island
$268K – – –
DBIA
1204
Dumont & Blake Investment Advisors
New Jersey
$267K – – –
CAM
1205
Cozad Asset Management
Illinois
$266K – – –
TCOO
1206
Trust Company of Oklahoma
Oklahoma
$265K -$11.3K -63 -4%
MW
1207
Marcum Wealth
Ohio
$263K +$240K +1,336 New
EFG
1208
Everhart Financial Group
Ohio
$263K +$239K +1,335 New
NIMI
1209
Natixis Investment Managers International
France
$261K -$54.7K -305 -19%
GWM
1210
Geneos Wealth Management
Colorado
$261K -$28.1K -157 -11%
JIC
1211
Joel Isaacson & Co
New York
$260K +$4.48K +25 +2%
HIA
1212
Harbor Investment Advisory
Maryland
$259K -$1.97K -11 -0.8%
RCM
1213
Radnor Capital Management
Pennsylvania
$258K +$19.7K +110 +9%
RZH
1214
Relyea Zuckerberg Hanson
Connecticut
$257K +$6.45K +36 +3%
HI
1215
Harrington Investments
California
$256K – – –
HAS
1216
HBW Advisory Services
California
$255K – – –
NAM
1217
NTV Asset Management
West Virginia
$255K – – –
PIAS
1218
PCA Investment Advisory Services
Ohio
$254K +$231K +1,290 New
AFS
1219
Axiom Financial Strategies
Indiana
$253K -$3.59K -20 -2%
OPTFSNA
1220
Old Point Trust & Financial Services N A
Virginia
$253K – – –
WANY
1221
Wealthspire Advisors (New York)
New York
$252K -$144K -806 -39%
CNB
1222
Camden National Bank
Maine
$252K +$229K +1,278 New
FCM
1223
Fourpath Capital Management
Oklahoma
$250K -$359 -2 -0.2%
VC
1224
Veery Capital
Delaware
$249K +$227K +1,265 New
EIP
1225
Ellis Investment Partners
Pennsylvania
$248K +$538 +3 +0.2%
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