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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1201
SFMG Wealth Advisors
Texas
$240K +$3.69K +20 +1%
PCA
1202
Peddock Capital Advisors
Massachusetts
$239K – – –
MFA
1203
Mayflower Financial Advisors
Massachusetts
$239K -$1.29K -7 -0.5%
DBIA
1204
Dumont & Blake Investment Advisors
New Jersey
$238K +$184 +1 +0.1%
RZH
1205
Relyea Zuckerberg Hanson
Connecticut
$238K +$4.79K +26 +2%
FFA
1206
Farther Finance Advisors
California
$238K +$105K +567 +72%
JWWM
1207
Johnson & White Wealth Management
Pennsylvania
$237K +$249K +1,352 New
CAM
1208
Cozad Asset Management
Illinois
$236K – – –
GIA
1209
Gladstone Institutional Advisory
Florida
$234K +$20.8K +113 +9%
PI
1210
PFG Investments
New York
$233K +$36.3K +197 +17%
JIC
1211
Joel Isaacson & Co
New York
$231K – – –
JWM
1212
Janiczek Wealth Management
Colorado
$229K +$25.6K +139 +12%
OL
1213
Optas LLC
Texas
$229K +$20.1K +109 +9%
RCM
1214
Radnor Capital Management
Pennsylvania
$229K +$242K +1,310 New
ILI
1215
Invesco LLC (Illinois)
Illinois
$229K +$29.7K +161 +14%
GCMG
1216
Gyroscope Capital Management Group
Florida
$228K +$240K +1,300 New
PVH
1217
Psagot Value Holdings
Israel
$227K +$13.6K +74 +6%
PIAS
1218
PCA Investment Advisory Services
Ohio
$226K +$184 +1 +0.1%
OPTFSNA
1219
Old Point Trust & Financial Services N A
Virginia
$225K – – –
ANBT
1220
American National Bank & Trust
Texas
$224K +$84.3K +457 +56%
CNB
1221
Camden National Bank
Maine
$224K – – –
CAMG
1222
CWA Asset Management Group
Florida
$223K +$922 +5 +0.4%
FCM
1223
Fourpath Capital Management
Oklahoma
$222K – – –
HW
1224
Hancock Whitney
Mississippi
$221K -$19.4K -105 -8%
AFS
1225
Axiom Financial Strategies
Indiana
$221K -$4.61K -25 -2%
47 48
49
50 51