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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
576
Financial Advisors
Massachusetts
$672K – – –
RFC
577
Regions Financial Corp
Alabama
$666K -$220K -2,002 -27%
CI
578
Conning Inc
Connecticut
$654K +$5.27K +48 +0.9%
DADC
579
D.A. Davidson & Co
Montana
$643K +$172K +1,568 +43%
MAM
580
Martingale Asset Management
Massachusetts
$643K +$575K +5,235 New
HWM
581
Hohimer Wealth Management
Washington
$632K – – –
SFFS
582
Stonehage Fleming Financial Services
Jersey
$628K – – –
AC
583
Alexandria Capital
Virginia
$621K – – –
MYAM
584
Meiji Yasuda Asset Management
Japan
$617K +$289K +2,630 +109%
PA
585
Parallel Advisors
California
$615K -$2.96K -27 -0.5%
KWM
586
Keebeck Wealth Management
Illinois
$610K +$31.1K +283 +6%
WAM
587
Wealthspire Advisors (Maryland)
Maryland
$606K -$6.15K -56 -1%
FHB
588
First Hawaiian Bank
Hawaii
$600K -$14.6K -133 -3%
EAM
589
Erste Asset Management
Austria
$595K – – –
VWM
590
Venturi Wealth Management
Texas
$594K +$135K +1,228 +34%
MAM
591
Meeder Asset Management
Ohio
$592K -$66.7K -607 -11%
QI
592
QS Investors
New York
$590K +$30K +273 +6%
LIM
593
Leavell Investment Management
Alabama
$588K – – –
SS
594
Sunbelt Securities
Texas
$577K -$4.94K -45 -0.9%
BG
595
Bollard Group
Massachusetts
$576K +$516K +4,700 New
HSA
596
HBK Sorce Advisory
Pennsylvania
$575K +$21.1K +192 +4%
DJSG
597
D.J. St. Germain
Massachusetts
$567K – – –
FAAS
598
First Allied Advisory Services
California
$566K +$48.1K +438 +10%
KLC
599
Knowledge Leaders Capital
Colorado
$563K +$504K +4,592 New
IAA
600
Independent Advisor Alliance
North Carolina
$559K -$280K -2,545 -36%
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