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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CUAMC
476
China Universal Asset Management Company
China
$3.36M +$2.05M +13,000 +130%
ETC
477
Exchange Traded Concepts
Oklahoma
$3.35M +$2.45M +15,570 +211%
PFO
478
Pathstone Family Office
New Jersey
$3.28M +$984K +6,248 +39%
NED
479
Nancy E. Dempze
$3.25M -$525K -3,335 -13%
TCWM
480
Total Clarity Wealth Management
Illinois
$3.23M +$210K +1,331 +6%
IC
481
IEQ Capital
California
$3.23M +$1.13M +7,207 +48%
KAS
482
Kestra Advisory Services
Texas
$3.22M +$1.42M +9,025 +69%
TBA
483
Tower Bridge Advisors
Pennsylvania
$3.13M -$739K -4,695 -18%
SDIC
484
South Dakota Investment Council
South Dakota
$3.13M +$1.15M +7,300 +52%
IAA
485
Independent Advisor Alliance
North Carolina
$3.1M -$258K -1,639 -7%
UCFA
486
United Capital Financial Advisors
Texas
$3.02M +$155K +983 +5%
BFS
487
Bradley Foster & Sargent
Connecticut
$3.01M -$63.6K -404 -2%
LS
488
Leelyn Smith
Illinois
$3M +$8.19K +52 +0.3%
BCM
489
Bourgeon Capital Management
Connecticut
$2.98M +$1.98M +12,600 +162%
V
490
Veritable
Delaware
$2.97M +$115K +730 +4%
GAM
491
Gotham Asset Management
New York
$2.96M +$2.34M +14,877 +277%
ASN
492
Advisory Services Network
Georgia
$2.91M +$68.5K +435 +2%
WC
493
Woodstock Corp
Massachusetts
$2.9M +$55.6K +353 +2%
SF
494
Synovus Financial
Georgia
$2.89M +$130K +827 +4%
IHL
495
Investment House LLC
California
$2.88M +$178K +1,130 +6%
GT
496
Glenmede Trust
Pennsylvania
$2.84M +$159K +1,011 +5%
HFBOT
497
Home Federal Bank of Tennessee
Tennessee
$2.83M – – –
DAC
498
Dividend Assets Capital
South Carolina
$2.83M +$86K +546 +3%
GAA
499
Green Alpha Advisors
Colorado
$2.83M +$1.63M +10,357 +115%
USAA
500
United Services Automobile Association
Texas
$2.81M +$3.03M +19,233 New
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