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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1451
Hemington Wealth Management
Virginia
$114K +$116K +513 New
DCM
1452
Disciplina Capital Management
Tennessee
$113K -$19.6K -87 -15%
BCA
1453
Bray Capital Advisors
Florida
$110K – – –
1IA
1454
1620 Investment Advisors
Massachusetts
$110K -$50.9K -226 -32%
AGWCA
1455
Annis Gardner Whiting Capital Advisors
Florida
$107K -$1.58K -7 -1%
HNB
1456
Hilltop National Bank
Wyoming
$105K -$1.13K -5 -1%
TIM
1457
Tortoise Investment Management
New York
$103K +$19.4K +86 +24%
LFG
1458
Larson Financial Group
Missouri
$103K +$51.4K +228 +104%
MFG
1459
Mendota Financial Group
Wisconsin
$100K -$12.4K -55 -11%
CM
1460
Capula Management
Cayman Islands
$92.3K +$18.7K +83 +26%
CFGS
1461
Concourse Financial Group Securities
Alabama
$92.1K -$30.4K -135 -25%
EWP
1462
Elevation Wealth Partners
California
$92.1K -$4.73K -21 -5%
EWM
1463
Evermay Wealth Management
Virginia
$91.8K – – –
PMFA
1464
Plante Moran Financial Advisors
Michigan
$90K -$30.2K -134 -26%
FCA
1465
FinTrust Capital Advisors
South Carolina
$89.3K -$3.38K -15 -4%
CIA
1466
Cape Investment Advisory
Georgia
$88.4K +$30.9K +137 +55%
RFS
1467
Richardson Financial Services
Massachusetts
$88.3K +$676 +3 +0.8%
MA
1468
MCF Advisors
Kentucky
$88.3K -$15.3K -68 -15%
EBA
1469
Eagle Bay Advisors
New York
$88.2K +$7.89K +35 +10%
FFO
1470
Fortitude Family Office
Arizona
$87K – – –
GA
1471
GoalVest Advisory
New York
$85.7K – – –
MSWM
1472
Mowery & Schoenfeld Wealth Management
Illinois
$85.4K – – –
JWA
1473
JFS Wealth Advisors
Pennsylvania
$84.5K +$676 +3 +0.8%
C
1474
Covestor
United Kingdom
$84K -$68.9K -306 -46%
HBW
1475
Hazlett, Burt & Watson
West Virginia
$84K -$5.63K -25 -6%
57 58
59
60 61