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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1351
GoalVest Advisory
New York
$125K +$114K +635 New
MFA
1352
McClarren Financial Advisors
Pennsylvania
$124K – – –
AA
1353
Addison Advisors
Vermont
$119K – – –
CHC
1354
City Holding Co
West Virginia
$117K +$13.1K +73 +14%
ADL
1355
Asset Dedication LLC
California
$117K +$19.7K +110 +23%
BWM
1356
BerganKDV Wealth Management
Minnesota
$115K +$19.4K +108 +23%
HWA
1357
Heritage Wealth Advisors
Virginia
$114K +$37.3K +208 +56%
WTA
1358
Washington Trust Advisors
Massachusetts
$109K -$13.8K -77 -12%
FFC
1359
First Financial Corp
Indiana
$109K – – –
KFS
1360
Kelly Financial Services
Massachusetts
$109K +$538 +3 +0.5%
PFA
1361
Pathway Financial Advisers
Indiana
$105K +$179 +1 +0.2%
SC
1362
Stephens Consulting
Michigan
$105K – – –
MIA
1363
Milestone Investment Advisors
Wisconsin
$105K +$95.2K +531 New
CMF
1364
Counterpoint Mutual Funds
California
$105K +$95K +530 New
CA
1365
Crewe Advisors
Utah
$104K -$3.94K -22 -4%
BWA
1366
BDO Wealth Advisors
Florida
$102K +$38K +212 +70%
EDRH
1367
Edmond de Rothschild Holding
Switzerland
$101K -$233K -1,301 -72%
AWM
1368
Atticus Wealth Management
Florida
$100K – – –
OA
1369
Operose Advisors
Wisconsin
$98.6K +$44.8K +250 +100%
OAJ
1370
Ogorek Anthony Joseph
New York
$98K +$46.6K +260 +108%
DMBA
1371
Deseret Mutual Benefit Administrators
Utah
$96.8K – – –
CM
1372
Capula Management
Cayman Islands
$95.3K -$962K -5,367 -92%
ACA
1373
Atlas Capital Advisors
Wyoming
$95.1K -$3.23K -18 -4%
BCA
1374
Bray Capital Advisors
Florida
$94.3K – – –
WB
1375
Webster Bank
Connecticut
$93.9K +$53.8K +300 +170%
53 54
55
56 57