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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1676
1620 Investment Advisors
Massachusetts
$182K +$8.04K +32 +5%
CCA
1677
Catalyst Capital Advisors
New York
$181K -$113K -450 -40%
S
1678
Sachetta
Massachusetts
$180K -$81.9K -326 -33%
SWA
1679
SOA Wealth Advisors
New York
$177K -$71.4K -284 -30%
SVCP
1680
Silicon Valley Capital Partners
California
$175K +$89.4K +356 +123%
SGK
1681
Steigerwald Gordon & Koch
Virginia
$174K +$1.76K +7 +1%
CSB
1682
City State Bank
Iowa
$174K +$1.76K +7 +1%
HAP
1683
Harbor Asset Planning
Massachusetts
$171K – – –
BWA
1684
Basecamp Wealth Advisors
Washington
$171K +$158K +630 New
AA
1685
Addison Advisors
Vermont
$170K -$12.1K -48 -7%
PWM
1686
Proathlete Wealth Management
Florida
$170K +$1.51K +6 +1%
KFAS
1687
Keating Financial Advisory Services
Kansas
$170K +$158K +627 New
BGAI
1688
Bruce G. Allen Investments
Colorado
$169K -$4.77K -19 -3%
RFP
1689
Root Financial Partners
California
$168K -$87.7K -349 -36%
NICM
1690
Neo Ivy Capital Management
New York
$168K -$522K -2,076 -77%
1CP
1691
1015 Capital Partners
Pennsylvania
$166K +$154K +613 New
OAJ
1692
Ogorek Anthony Joseph
New York
$165K -$251 -1 -0.2%
MIM
1693
MTM Investment Management
South Carolina
$164K +$251 +1 +0.2%
DMBA
1694
Deseret Mutual Benefit Administrators
Utah
$155K – – –
CHC
1695
City Holding Co
West Virginia
$150K – – –
RF
1696
Rossby Financial
Florida
$149K +$19.3K +77 +16%
WB
1697
Webster Bank
Connecticut
$149K +$29.6K +118 +27%
CIA
1698
Cape Investment Advisory
Georgia
$146K +$28.9K +115 +27%
LGWM
1699
Litman Gregory Wealth Management
California
$146K +$135K +539 New
TM
1700
Torren Management
California
$146K +$135K +538 New
66 67
68
69 70