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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1351
MOTCO
Texas
$198K – – –
SWA
1352
SOA Wealth Advisors
New York
$194K +$536 +3 +0.3%
LFA
1353
LGT Financial Advisors
Texas
$192K +$3.75K +21 +2%
ORAM
1354
One River Asset Management
Connecticut
$191K -$338K -1,892 -66%
TFA
1355
Toth Financial Advisory
Virginia
$189K +$536 +3 +0.3%
HB
1356
Horizon Bancorp
Indiana
$184K -$179 -1 -0.1%
C
1357
Covestor
United Kingdom
$181K -$26.3K -147 -14%
TCWA
1358
Turtle Creek Wealth Advisors
Texas
$177K +$159K +890 New
PPC
1359
Park Place Capital
Alabama
$176K -$160K -898 -50%
MRCM
1360
M&R Capital Management
New Jersey
$176K +$59.1K +331 +60%
WPA
1361
West Paces Advisors
Georgia
$173K +$8.93K +50 +6%
HWM
1362
HighMark Wealth Management
Minnesota
$171K – – –
ADL
1363
Asset Dedication LLC
California
$166K +$15.9K +89 +12%
GWS
1364
Glassman Wealth Services
Virginia
$165K +$4.82K +27 +3%
IA
1365
IFP Advisors
Florida
$163K -$26.6K -149 -15%
HI
1366
Harbour Investments
Wisconsin
$162K +$35.4K +198 +32%
LF
1367
Lee Financial
Texas
$156K +$3.39K +19 +2%
SOW
1368
State of Wyoming
Wyoming
$153K -$144K -806 -51%
FDCP
1369
Foster Dykema Cabot & Partners
Massachusetts
$150K +$135K +756 New
MPWT
1370
MassMutual Private Wealth & Trust
Connecticut
$148K -$13K -73 -9%
OA
1371
Operose Advisors
Wisconsin
$146K -$61.6K -345 -32%
MFG
1372
Mendota Financial Group
Wisconsin
$144K +$129K +725 New
LWANC
1373
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K – – –
CHC
1374
City Holding Co
West Virginia
$133K – – –
A
1375
AJOVista
Massachusetts
$132K +$119K +665 New
53 54
55
56 57