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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1526
Pure Financial Advisors
California
$475K +$15.4K +39 +3%
HPC
1527
Hobart Private Capital
North Carolina
$475K +$473K +1,195 New
ML
1528
McAdam LLC
Pennsylvania
$474K +$8.31K +21 +2%
WHG
1529
Westwood Holdings Group
Texas
$473K +$472K +1,192 New
MFS
1530
McNamara Financial Services
Massachusetts
$473K -$32.5K -82 -6%
GPA
1531
Guerra Pan Advisors
New Jersey
$471K – – –
VIM
1532
Vista Investment Management
Pennsylvania
$471K +$26.9K +68 +6%
JAG
1533
Journey Advisory Group
Kentucky
$471K +$120K +302 +34%
FCAS
1534
First Command Advisory Services
Texas
$469K -$268K -677 -36%
BM
1535
Berman McAleer
Maryland
$467K -$792 -2 -0.2%
VA
1536
Veratis Advisors
North Carolina
$467K +$465K +1,175 New
AA
1537
Argent Advisors
Louisiana
$466K – – –
TAFW
1538
Tred Avon Family Wealth
Maryland
$466K +$1.19K +3 +0.3%
ITFISA
1539
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$466K +$452K +1,141 +3,566%
DCM
1540
Donaldson Capital Management
Indiana
$465K -$29.7K -75 -6%
AGWCA
1541
Annis Gardner Whiting Capital Advisors
Florida
$462K +$62.5K +158 +16%
RF
1542
Roxbury Financial
New Jersey
$461K -$11.5K -29 -2%
NI
1543
Natural Investments
California
$460K -$302K -763 -40%
RPC
1544
Rossmore Private Capital
Connecticut
$459K – – –
TFM
1545
TFC Financial Management
Massachusetts
$458K +$1.58K +4 +0.3%
RPWA
1546
Regent Peak Wealth Advisors
Georgia
$458K +$3.56K +9 +0.8%
KAS
1547
KPP Advisory Services
Kentucky
$458K -$48.3K -122 -10%
CRI
1548
Colonial River Investments
Virginia
$457K +$24.1K +61 +6%
M
1549
MOTCO
Texas
$457K +$24.5K +62 +6%
LEA
1550
Legacy Edge Advisors
New York
$456K – – –
60 61
62
63 64