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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1476
Tortoise Investment Management
New York
$111K +$16.4K +74 +17%
AWM
1477
Atticus Wealth Management
Florida
$111K – – –
BCM
1478
Berbice Capital Management
New York
$110K +$115K +520 New
OAJ
1479
Ogorek Anthony Joseph
New York
$107K +$442 +2 +0.4%
OA
1480
Operose Advisors
Wisconsin
$106K -$52.2K -236 -32%
FPB
1481
First PREMIER Bank
South Dakota
$106K – – –
DCM
1482
Disciplina Capital Management
Tennessee
$105K +$442 +2 +0.4%
1IA
1483
1620 Investment Advisors
Massachusetts
$103K +$1.77K +8 +2%
HWM
1484
Hemington Wealth Management
Virginia
$102K -$6.63K -30 -6%
BCA
1485
Bray Capital Advisors
Florida
$102K – – –
MA
1486
MCF Advisors
Kentucky
$101K +$19.9K +90 +23%
HNB
1487
Hilltop National Bank
Wyoming
$97.1K – – –
MFG
1488
Mendota Financial Group
Wisconsin
$92.4K -$221 -1 -0.2%
CFGS
1489
Concourse Financial Group Securities
Alabama
$92.3K +$2.65K +12 +3%
WB
1490
Webster Bank
Connecticut
$91.6K -$22.3K -101 -19%
MSWM
1491
Mowery & Schoenfeld Wealth Management
Illinois
$89.9K +$11.5K +52 +14%
HWA
1492
Heritage Wealth Advisors
Virginia
$88.9K -$62.8K -284 -40%
CIA
1493
Cape Investment Advisory
Georgia
$85.4K +$3.98K +18 +5%
EWP
1494
Elevation Wealth Partners
California
$85K – – –
EWM
1495
Evermay Wealth Management
Virginia
$84.8K – – –
AAP
1496
Arax Advisory Partners
Colorado
$83.5K +$19.5K +88 +29%
A
1497
AlphaQuest
New York
$83.1K -$115K -521 -57%
PMFA
1498
Plante Moran Financial Advisors
Michigan
$83.1K – – –
GA
1499
GoalVest Advisory
New York
$82.3K +$3.32K +15 +4%
CA
1500
Continuum Advisory
Idaho
$82K +$9.06K +41 +12%
58 59
60
61 62