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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1651
Key Financial Inc
Pennsylvania
$63.6K – – –
GKIM
1652
GW&K Investment Management
Massachusetts
$63K +$3.37K +14 +6%
SHIM
1653
Stone House Investment Management
Pennsylvania
$62.9K +$721 +3 +1%
PS
1654
Pinney & Scofield
Massachusetts
$60.9K -$1.44K -6 -2%
HIW
1655
Holos Integrated Wealth
Pennsylvania
$60.4K – – –
UCB
1656
United Community Bank
South Carolina
$60.2K +$3.37K +14 +6%
C
1657
Covestor
United Kingdom
$59K +$5.77K +24 +11%
HIA
1658
Harbor Investment Advisory
Maryland
$58.2K – – –
CWM
1659
Copia Wealth Management
Oregon
$58K +$51K +212 +883%
SWP
1660
Strategic Wealth Partners
Ohio
$56.5K – – –
QL
1661
Quarry LP
New York
$55K -$158K -658 -75%
DCM
1662
Disciplina Capital Management
Tennessee
$54.7K +$240 +1 +0.5%
FUBT
1663
First United Bank & Trust
Maryland
$51.1K +$4.81K +20 +11%
WBC
1664
West Branch Capital
Massachusetts
$50.4K +$17.8K +74 +56%
MTIC
1665
Missouri Trust & Investment Company
Missouri
$49.1K – – –
SA
1666
Strategic Advocates
Utah
$49.1K +$48.1K +200 New
CT
1667
Clearstead Trust
Maine
$48.4K -$6.01K -25 -11%
DSC
1668
Duncker Streett & Co
Missouri
$48.4K +$24K +100 +103%
AT
1669
Arlington Trust
Alabama
$48.2K – – –
CYG
1670
Clean Yield Group
Vermont
$48.2K – – –
CBT
1671
Crews Bank & Trust
Florida
$47.7K – – –
CMP
1672
Coston McIsaac & Partners
Maine
$47K – – –
AIM
1673
Access Investment Management
Georgia
$46.4K – – –
CFD
1674
Creative Financial Designs
Indiana
$45.7K – – –
CFS
1675
CGC Financial Services
Oregon
$45.5K – – –
65 66
67
68 69