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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1301
Philadelphia Trust Company
Pennsylvania
$217K – – –
HCM
1302
Hollencrest Capital Management
California
$216K -$223K -1,161 -51%
CD
1303
Chapin Davis
Maryland
$216K +$5.77K +30 +3%
AFG
1304
Atomi Financial Group
New York
$215K +$209K +1,089 New
SL
1305
SFM LLC
New Hampshire
$215K – – –
WIA
1306
World Investment Advisors
California
$215K +$209K +1,089 New
JWCA
1307
J.W. Cole Advisors
Florida
$215K +$12.7K +66 +6%
AGC
1308
Aspen Grove Capital
Colorado
$214K -$192 -1 -0.1%
VCG
1309
Vantage Consulting Group
Virginia
$213K -$9.04K -47 -4%
NIM
1310
Northeast Investment Management
Massachusetts
$213K -$9.61K -50 -4%
MFG
1311
Mosaic Financial Group
Illinois
$212K +$206K +1,070 New
CC
1312
Courier Capital
New York
$212K -$89.6K -466 -30%
SMA
1313
Sage Mountain Advisors
Georgia
$211K -$11K -57 -5%
RWP
1314
Revolve Wealth Partners
New Jersey
$211K +$3.27K +17 +2%
HCM
1315
Hengehold Capital Management
Ohio
$211K -$385 -2 -0.2%
AFS
1316
Axiom Financial Strategies
Indiana
$211K +$385 +2 +0.2%
GDP
1317
Great Diamond Partners
Maine
$210K +$385 +2 +0.2%
EIG
1318
Ellenbecker Investment Group
Wisconsin
$209K -$11.7K -61 -5%
SWM
1319
Silverlake Wealth Management
Vermont
$208K -$2.31K -12 -1%
FTIS
1320
First Trust Investment Solutions
Florida
$207K +$7.11K +37 +4%
WRPWM
1321
Werba Rubin Papier Wealth Management
California
$207K – – –
MCM
1322
Mengis Capital Management
Oregon
$206K – – –
EFSCE
1323
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$1.73K +9 +0.9%
FFA
1324
Fragasso Financial Advisors
Pennsylvania
$205K +$200K +1,038 New
BCM
1325
Becker Capital Management
Oregon
$205K -$28.8K -150 -13%
51 52
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54 55