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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1751
Berry Wealth Group
Texas
$233K -$79.9K -251 -26%
KWA
1752
Kellett Wealth Advisors
Ohio
$233K -$31.8K -100 -12%
TWA
1753
TCI Wealth Advisors
Arizona
$233K -$6.04K -19 -3%
SGK
1754
Steigerwald Gordon & Koch
Virginia
$233K +$28K +88 +14%
V
1755
VeraBank
Texas
$232K +$232K +730 New
ANTB
1756
AMG National Trust Bank
Colorado
$232K +$232K +729 New
MWA
1757
Muirfield Wealth Advisors
North Carolina
$231K +$231K +727 New
PA
1758
Planning Alternatives
Michigan
$231K +$231K +727 New
PSP
1759
Principal Street Partners
Tennessee
$231K +$231K +727 New
TGY2IT
1760
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$231K +$231K +727 New
FFA
1761
First Foundation Advisors
California
$231K +$231K +726 New
AOWM
1762
Asset One Wealth Management
Washington
$230K +$195K +614 New
SMA
1763
Seven Mile Advisory
New Jersey
$229K -$25.1K -79 -10%
OPTFSNA
1764
Old Point Trust & Financial Services N A
Virginia
$229K -$12.7K -40 -5%
THL
1765
Tillman Hartley LLC
Colorado
$229K -$29K -91 -11%
IAG
1766
Investment Advisory Group
Massachusetts
$229K +$229K +719 New
FSA
1767
Franklin Street Advisors
North Carolina
$227K +$227K +714 New
SB
1768
Strategic Blueprint
Georgia
$227K +$227K +712 New
VCM
1769
Virtue Capital Management
Tennessee
$226K +$238K +747 New
VFG
1770
Victory Financial Group
Texas
$226K -$88.1K -277 -28%
LWMM
1771
Legacy Wealth Management (Mississippi)
Mississippi
$225K +$225K +708 New
WCFA
1772
Walkner Condon Financial Advisors
Wisconsin
$225K +$225K +708 New
EIP
1773
Ellis Investment Partners
Pennsylvania
$225K +$225K +706 New
CCMG
1774
Clark Capital Management Group
Pennsylvania
$225K +$225K +706 New
CAG
1775
Csenge Advisory Group
Florida
$224K -$184K -578 -45%
69 70
71
72 73