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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1576
Cary Street Partners Investment Advisory
Virginia
$199K +$3.85K +16 +2%
OPTFSNA
1577
Old Point Trust & Financial Services N A
Virginia
$196K – – –
RIL
1578
Rothschild Investment LLC
Illinois
$192K +$24K +100 +15%
AA
1579
Addison Advisors
Vermont
$166K +$1.44K +6 +0.9%
BGAI
1580
Bruce G. Allen Investments
Colorado
$157K – – –
1IA
1581
1620 Investment Advisors
Massachusetts
$157K +$35.1K +146 +30%
SGK
1582
Steigerwald Gordon & Koch
Virginia
$156K +$153K +636 New
CSB
1583
City State Bank
Iowa
$156K – – –
HAP
1584
Harbor Asset Planning
Massachusetts
$155K – – –
PWM
1585
Proathlete Wealth Management
Florida
$153K – – –
OAJ
1586
Ogorek Anthony Joseph
New York
$150K +$481 +2 +0.3%
MIM
1587
MTM Investment Management
South Carolina
$149K -$3.13K -13 -2%
ADL
1588
Asset Dedication LLC
California
$146K +$2.4K +10 +2%
HWM
1589
Hemington Wealth Management
Virginia
$144K +$13.9K +58 +11%
DMBA
1590
Deseret Mutual Benefit Administrators
Utah
$141K +$9.62K +40 +8%
PFA
1591
Pathway Financial Advisers
Indiana
$139K +$137K +568 New
CHC
1592
City Holding Co
West Virginia
$136K -$26.4K -110 -17%
MA
1593
MCF Advisors
Kentucky
$133K -$1.2K -5 -0.9%
BHWM
1594
Bay Harbor Wealth Management
Maryland
$131K +$126K +523 +4,358%
SC
1595
Stephens Consulting
Michigan
$131K -$5.29K -22 -4%
BCM
1596
Berbice Capital Management
New York
$128K – – –
TWM
1597
Tripletail Wealth Management
Florida
$126K +$125K +521 New
FPB
1598
First PREMIER Bank
South Dakota
$123K – – –
MHR
1599
Matthew Hamilton Rosenberg
$121K – – –
GWSG
1600
GPS Wealth Strategies Group
Colorado
$117K – – –
62 63
64
65 66