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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1276
Guyasuta Investment Advisors
Pennsylvania
$300K – – –
CAGAS
1277
Capital Advisory Group Advisory Services
Minnesota
$300K +$8.4K +38 +3%
RZH
1278
Relyea Zuckerberg Hanson
Connecticut
$299K +$12.8K +58 +4%
WA
1279
WBH Advisory
Maryland
$298K +$59.7K +270 +24%
NL
1280
NWAM LLC
Washington
$298K -$17.2K -78 -5%
AIM
1281
AMI Investment Management
Indiana
$297K – – –
WRPWM
1282
Werba Rubin Papier Wealth Management
California
$297K +$17.2K +78 +6%
TWM
1283
Tolleson Wealth Management
Texas
$297K +$309K +1,398 New
FI
1284
FWG Investments
Kentucky
$296K -$9.29K -42 -3%
BS
1285
Brighton Securities
New York
$296K +$308K +1,393 New
CH
1286
Cromwell Holdings
Wyoming
$294K – – –
DWM
1287
Drive Wealth Management
Utah
$293K +$9.73K +44 +3%
SFS
1288
Stiles Financial Services
Minnesota
$293K -$6.19K -28 -2%
TAM
1289
Tucker Asset Management
Colorado
$292K -$66.3K -300 -18%
PMAM
1290
Picton Mahoney Asset Management
Ontario, Canada
$292K – – –
PCM
1291
Parsons Capital Management
Rhode Island
$292K -$222K -1,002 -42%
SSB
1292
Sandy Spring Bank
Maryland
$291K – – –
GAAM
1293
Guinness Atkinson Asset Management
California
$291K -$75.6K -342 -20%
PCA
1294
Peddock Capital Advisors
Massachusetts
$290K – – –
PWMG
1295
Prestige Wealth Management Group
New Jersey
$290K +$4.86K +22 +2%
CA
1296
Carson Advisory
Georgia
$289K -$6.19K -28 -2%
RF
1297
Roxbury Financial
New Jersey
$287K +$291K +1,316 New
PIAS
1298
PCA Investment Advisory Services
Ohio
$287K +$221 +1 +0.1%
RIG
1299
Renaissance Investment Group
Massachusetts
$287K – – –
JWWM
1300
Johnson & White Wealth Management
Pennsylvania
$286K – – –
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