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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1326
MOTCO
Texas
$195K -$1.97K -11 -1%
SWA
1327
SOA Wealth Advisors
New York
$190K +$717 +4 +0.4%
GWS
1328
Glassman Wealth Services
Virginia
$184K -$24.9K -139 -13%
EWM
1329
Endurance Wealth Management
Rhode Island
$180K – – –
TWA
1330
TCI Wealth Advisors
Arizona
$178K – – –
WPA
1331
West Paces Advisors
Georgia
$178K +$1.61K +9 +1%
CIM
1332
Contravisory Investment Management
Massachusetts
$178K +$2.51K +14 +2%
CFGS
1333
Concourse Financial Group Securities
Alabama
$176K +$34.6K +193 +28%
PFBT
1334
Parkside Financial Bank & Trust
Missouri
$174K +$9.5K +53 +6%
TAM
1335
Tucker Asset Management
Colorado
$172K +$9.32K +52 +6%
LF
1336
Lee Financial
Texas
$171K +$15.6K +87 +11%
HWM
1337
HighMark Wealth Management
Minnesota
$170K +$155K +863 New
CAL
1338
Capital Advisors Ltd
Ohio
$169K -$44.1K -246 -22%
CSB
1339
City State Bank
Iowa
$167K – – –
ANBT
1340
American National Bank & Trust
Texas
$162K – – –
AAS
1341
Ameritas Advisory Services
Nebraska
$156K +$142K +794 New
HI
1342
Harbour Investments
Wisconsin
$154K +$4.84K +27 +4%
FFA
1343
Farther Finance Advisors
California
$151K -$6.81K -38 -5%
TFP
1344
Tilia Fiduciary Partners
North Carolina
$149K – – –
FDCC
1345
Foster Dykema Cabot & Co
Massachusetts
$149K +$136K +756 New
MPWT
1346
MassMutual Private Wealth & Trust
Connecticut
$140K +$50.9K +284 +67%
MHR
1347
Matthew Hamilton Rosenberg
$138K – – –
ONST
1348
Old North State Trust
North Carolina
$137K +$2.33K +13 +2%
LWANC
1349
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K +$122K +682 New
GA
1350
GoalVest Advisory
New York
$125K +$114K +635 New
52 53
54
55 56