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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1676
Laurel Wealth Advisors (North Carolina)
North Carolina
$185K +$171K +682 New
ECA
1677
Elevated Capital Advisors
Utah
$184K +$171K +679 New
1IA
1678
1620 Investment Advisors
Massachusetts
$182K +$8.04K +32 +5%
CCA
1679
Catalyst Capital Advisors
New York
$181K -$113K -450 -40%
S
1680
Sachetta
Massachusetts
$180K -$81.9K -326 -33%
SWA
1681
SOA Wealth Advisors
New York
$177K -$71.4K -284 -30%
SVCP
1682
Silicon Valley Capital Partners
California
$175K +$89.4K +356 +123%
SGK
1683
Steigerwald Gordon & Koch
Virginia
$174K +$1.76K +7 +1%
CSB
1684
City State Bank
Iowa
$174K +$1.76K +7 +1%
HAP
1685
Harbor Asset Planning
Massachusetts
$171K – – –
BWA
1686
Basecamp Wealth Advisors
Washington
$171K +$158K +630 New
AA
1687
Addison Advisors
Vermont
$170K -$12.1K -48 -7%
PWM
1688
Proathlete Wealth Management
Florida
$170K +$1.51K +6 +1%
KFAS
1689
Keating Financial Advisory Services
Kansas
$170K +$158K +627 New
BGAI
1690
Bruce G. Allen Investments
Colorado
$169K -$4.77K -19 -3%
RFP
1691
Root Financial Partners
California
$168K -$87.7K -349 -36%
NICM
1692
Neo Ivy Capital Management
New York
$168K -$522K -2,076 -77%
1CP
1693
1015 Capital Partners
Pennsylvania
$166K +$154K +613 New
OAJ
1694
Ogorek Anthony Joseph
New York
$165K -$251 -1 -0.2%
MIM
1695
MTM Investment Management
South Carolina
$164K +$251 +1 +0.2%
DMBA
1696
Deseret Mutual Benefit Administrators
Utah
$155K – – –
CHC
1697
City Holding Co
West Virginia
$150K – – –
RF
1698
Rossby Financial
Florida
$149K +$19.3K +77 +16%
WB
1699
Webster Bank
Connecticut
$149K +$29.6K +118 +27%
CIA
1700
Cape Investment Advisory
Georgia
$146K +$28.9K +115 +27%
66 67
68
69 70