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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
551
Live Oak Private Wealth
North Carolina
$2.21M +$246K +1,562 +11%
MYAM
552
Meiji Yasuda Asset Management
Japan
$2.21M +$87.8K +558 +4%
OWP
553
Obermeyer Wealth Partners
Colorado
$2.2M – – –
PAS
554
Park Avenue Securities
New York
$2.19M +$111K +708 +5%
WJWM
555
Williams Jones Wealth Management
New York
$2.17M -$4.41K -28 -0.2%
FIM
556
Fruth Investment Management
Texas
$2.16M – – –
VNA
557
Valley National Advisers
Pennsylvania
$2.15M +$181K +1,149 +9%
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$2.1M +$695K +4,416 +44%
WOC
559
West Oak Capital
California
$2.1M -$76.2K -484 -3%
CWM
560
Cordatus Wealth Management
Pennsylvania
$2.08M -$27.4K -174 -1%
SIC
561
Shoker Investment Counsel
Ohio
$2.07M +$161K +1,021 +8%
AM
562
Account Management
Massachusetts
$2.07M – – –
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$2.07M +$329K +2,089 +17%
VFA
564
Voya Financial Advisors
Connecticut
$2.06M +$319K +2,027 +17%
PA
565
Parallel Advisors
California
$2.05M -$137K -873 -6%
CIS
566
Connors Investor Services
Pennsylvania
$2.04M -$1.41M -8,955 -39%
WMSA
567
Weiss Multi-Strategy Advisers
New York
$2.02M +$2.17M +13,810 New
TI
568
Tidal Investments
Wisconsin
$2.02M +$417K +2,650 +24%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$2.01M -$181K -1,147 -8%
AP
570
Advisor Partners
California
$2.01M +$274K +1,740 +15%
RIM
571
Redpoint Investment Management
Australia
$2.01M +$195K +1,237 +10%
CWM
572
Centric Wealth Management
Illinois
$2M +$38.3K +243 +2%
PCOC
573
Power Corp of Canada
Canada
$2M +$2.15M +13,688 New
CAM
574
Cresset Asset Management
Illinois
$2M -$353K -2,240 -14%
ECM
575
Everence Capital Management
Indiana
$1.98M – – –
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