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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1426
Cornerstone Wealth Group
North Carolina
$582K +$91.4K +231 +19%
CFA
1427
Collaborative Fund Advisors
Nevada
$582K +$580K +1,465 New
GWM
1428
GSB Wealth Management
Connecticut
$580K – – –
QC
1429
Quent Capital
New York
$579K -$3.17K -8 -0.5%
CH
1430
Cromwell Holdings
Wyoming
$579K +$91.8K +232 +19%
EAM
1431
Empirical Asset Management
Massachusetts
$579K +$29.3K +74 +5%
EPW
1432
Endeavor Private Wealth
Kansas
$576K +$23K +58 +4%
THCM
1433
Taylor Hoffman Capital Management
Virginia
$575K – – –
FMLI
1434
Fukoku Mutual Life Insurance
Japan
$573K – – –
FMP
1435
Financial Management Professionals
Texas
$571K +$243K +615 +75%
KIA
1436
KCM Investment Advisors
California
$570K +$5.54K +14 +1%
RA
1437
Range Advisory
Virginia
$570K +$120K +302 +27%
BCP
1438
Blue Chip Partners
Michigan
$569K -$23K -58 -4%
NEPPG
1439
New England Professional Planning Group
Rhode Island
$569K – – –
ANTB
1440
AMG National Trust Bank
Colorado
$567K +$277K +699 +96%
IP
1441
Investment Partners
Ohio
$564K -$18.6K -47 -3%
RCM
1442
Radnor Capital Management
Pennsylvania
$564K – – –
JC
1443
JM2 Capital
Oklahoma
$563K +$7.92K +20 +1%
DIM
1444
Delta Investment Management
California
$563K +$29.3K +74 +6%
FWI
1445
Facet Wealth Inc
Maryland
$562K +$110K +279 +25%
GIA
1446
Guyasuta Investment Advisors
Pennsylvania
$561K – – –
SAM
1447
Strategy Asset Managers
California
$560K -$81.9K -207 -13%
FFM
1448
Forum Financial Management
Illinois
$559K -$30.1K -76 -5%
FGI
1449
Foresight Global Investors
New York
$558K -$9.5K -24 -2%
MSR
1450
Main Street Research
Connecticut
$554K -$38K -96 -6%
56 57
58
59 60