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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1326
Harbour Investments
Wisconsin
$172K +$19.4K +105 +13%
MPWT
1327
MassMutual Private Wealth & Trust
Connecticut
$172K +$32.2K +174 +24%
HWM
1328
HighMark Wealth Management
Minnesota
$168K – – –
ADL
1329
Asset Dedication LLC
California
$166K +$48.3K +261 +44%
TAM
1330
Tucker Asset Management
Colorado
$164K -$5.93K -32 -4%
ANBT
1331
American National Bank & Trust
Texas
$160K – – –
CFGS
1332
Concourse Financial Group Securities
Alabama
$160K -$13.3K -72 -8%
GWS
1333
Glassman Wealth Services
Virginia
$158K -$23K -124 -13%
FFA
1334
Farther Finance Advisors
California
$154K +$5K +27 +4%
FDCC
1335
Foster Dykema Cabot & Co
Massachusetts
$154K +$6.85K +37 +5%
LF
1336
Lee Financial
Texas
$150K -$17.8K -96 -11%
RG
1337
Retirement Group
California
$148K -$83.9K -453 -37%
TFP
1338
Tilia Fiduciary Partners
North Carolina
$147K – – –
CSB
1339
City State Bank
Iowa
$146K -$17.8K -96 -11%
MHR
1340
Matthew Hamilton Rosenberg
$136K – – –
LWANC
1341
Laurel Wealth Advisors (North Carolina)
North Carolina
$133K – – –
CHC
1342
City Holding Co
West Virginia
$131K +$14.1K +76 +13%
BWA
1343
BDO Wealth Advisors
Florida
$125K +$23.9K +129 +25%
MFA
1344
McClarren Financial Advisors
Pennsylvania
$123K – – –
CWC
1345
Carolinas Wealth Consulting
North Carolina
$119K -$99.3K -536 -47%
AA
1346
Addison Advisors
Vermont
$117K – – –
DCM
1347
Disciplina Capital Management
Tennessee
$111K +$64.3K +347 +157%
HWA
1348
Heritage Wealth Advisors
Virginia
$109K -$3.89K -21 -4%
FFC
1349
First Financial Corp
Indiana
$109K +$926 +5 +0.9%
KFS
1350
Kelly Financial Services
Massachusetts
$108K +$370 +2 +0.4%
52 53
54
55 56