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Analog Devices
ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1951
Intentional Wealth Strategies
Colorado
$42.3K +$42.3K +133 New
PWMG
1952
Private Wealth Management Group
New Jersey
$42K – – –
BDPWM
1953
Barnes Dennig Private Wealth Management
Ohio
$41K – – –
UFPG
1954
United Financial Planning Group
New York
$40.4K +$16.5K +52 +69%
FA
1955
Fountainhead AM
New Jersey
$40.1K +$40.1K +126 New
NWM
1956
Nova Wealth Management
Florida
$39.8K -$3.82K -12 -9%
EF
1957
Entrust Financial
Pennsylvania
$38.8K – – –
RWM
1958
Rialto Wealth Management
New York
$36.6K +$1.59K +5 +5%
HHCP
1959
Hilton Head Capital Partners
South Carolina
$36.3K +$5.41K +17 +18%
OCM
1960
Orion Capital Management
California
$35.3K – – –
MCA
1961
Midwest Capital Advisors
Michigan
$33.4K – – –
APW
1962
Atlantic Private Wealth
North Carolina
$31.8K – – –
GWP
1963
Gen-Wealth Partners
Michigan
$31.8K – – –
LC
1964
Lavaca Capital
Texas
$31.8K – – –
FFC
1965
First Financial Corp
Indiana
$31.5K -$5.09K -16 -14%
WBC
1966
West Branch Capital
Massachusetts
$31.5K – – –
EWM
1967
Evolution Wealth Management
Florida
$30.2K +$30.2K +95 New
AWM
1968
Ameliora Wealth Management
Switzerland
$29.9K – – –
TM
1969
Torren Management
California
$29.7K -$142K -445 -83%
HDIM
1970
Hanson & Doremus Investment Management
Vermont
$29K – – –
CJ
1971
Caitlin John
Michigan
$28K – – –
LIA
1972
Limestone Investment Advisors
New York
$28K +$28K +88 New
AFG
1973
Albion Financial Group
Utah
$27.7K -$11.5K -36 -29%
GEA
1974
Glen Eagle Advisors
New Jersey
$27.4K – – –
KFP
1975
Kerr Financial Planning
California
$26.3K +$318 +1 +1%
77 78
79
80 81