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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
1226
PCA Investment Advisory Services
Ohio
$251K – – –
AFS
1227
Axiom Financial Strategies
Indiana
$250K – – –
OPTFSNA
1228
Old Point Trust & Financial Services N A
Virginia
$250K – – –
CNB
1229
Camden National Bank
Maine
$249K – – –
HIA
1230
Harbor Investment Advisory
Maryland
$248K -$7.59K -41 -3%
HAS
1231
HBW Advisory Services
California
$248K -$2.96K -16 -1%
FCM
1232
Fourpath Capital Management
Oklahoma
$247K -$185 -1 -0.1%
CAMG
1233
CWA Asset Management Group
Florida
$247K +$4.07K +22 +2%
3IP
1234
3Chopt Investment Partners
Virginia
$244K -$49.3K -266 -17%
SIC
1235
Salem Investment Counselors
North Carolina
$244K – – –
BWM
1236
Buckley Wealth Management
Nevada
$243K +$231K +1,245 New
KIA
1237
KCM Investment Advisors
California
$242K +$10.6K +57 +5%
TCOO
1238
Trust Company of Oklahoma
Oklahoma
$242K -$18.5K -100 -7%
BFA
1239
Beaumont Financial Advisors
Massachusetts
$242K +$10.4K +56 +5%
BTI
1240
Blue Trust Inc
Georgia
$241K -$360K -1,945 -61%
HFP
1241
Holistic Financial Partners
Indiana
$239K +$228K +1,229 New
BIA
1242
Bigelow Investment Advisors
Maine
$239K – – –
GIA
1243
Gladstone Institutional Advisory
Florida
$238K +$13.3K +72 +6%
AHC
1244
Adell Harriman & Carpenter
Texas
$237K -$6.3K -34 -3%
WIC
1245
WealthBridge Investment Counsel
Alberta, Canada
$237K – – –
WA
1246
WBH Advisory
Maryland
$237K -$46.3K -250 -17%
RG
1247
Rathbones Group
United Kingdom
$237K – – –
EFS
1248
Essex Financial Services
Connecticut
$237K -$39.3K -212 -15%
FB
1249
Fulton Bank
Pennsylvania
$236K +$26.7K +144 +13%
AWM
1250
Alterna Wealth Management
Texas
$235K +$224K +1,208 New
48 49
50
51 52