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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
1701
First Financial Corp
Indiana
$28.3K – – –
OCM
1702
Orion Capital Management
California
$27.3K -$3.61K -15 -12%
BOJHT
1703
Bank of Jackson Hole Trust
Wyoming
$27K – – –
RWM
1704
Rialto Wealth Management
New York
$26.8K +$481 +2 +2%
APM
1705
Advanced Portfolio Management
New York
$26.5K +$26K +108 New
HHMI
1706
Howard Hughes Medical Institute
Maryland
$26.3K – – –
NCM
1707
Northwest Capital Management
Oregon
$26K – – –
ATC
1708
Adirondack Trust Company
New York
$26K +$25.5K +106 New
RWM
1709
RMG Wealth Management
Wisconsin
$26K – – –
MCA
1710
Midwest Capital Advisors
Michigan
$25.8K – – –
CAM
1711
Close Asset Management
United Kingdom
$25K – – –
TC
1712
Trust Company
Kansas
$24.8K – – –
APW
1713
Atlantic Private Wealth
North Carolina
$24.6K – – –
GWP
1714
Gen-Wealth Partners
Michigan
$24.6K – – –
LC
1715
Lavaca Capital
Texas
$24.6K – – –
AWM
1716
Abound Wealth Management
Tennessee
$24.1K +$6.97K +29 +42%
AWM
1717
Ameliora Wealth Management
Switzerland
$23.1K +$22.6K +94 New
HDIM
1718
Hanson & Doremus Investment Management
Vermont
$23K +$11.5K +48 +109%
PAM
1719
Palisade Asset Management
Minnesota
$22.4K +$21.9K +91 New
ACM
1720
Aster Capital Management
United Arab Emirates
$21.4K -$711K -2,959 -97%
AFG
1721
Albion Financial Group
Utah
$21.4K – – –
CIAS
1722
CBIZ Investment Advisory Services
Ohio
$20.1K -$11.8K -49 -37%
MSWA
1723
Marshall & Sterling Wealth Advisors
New York
$20.1K – – –
BDPWM
1724
Barnes Dennig Private Wealth Management
Ohio
$19.7K +$19.2K +80 New
RTL
1725
Red Tortoise LLC
Georgia
$19.4K – – –
67 68
69
70 71