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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
626
Total Clarity Wealth Management
Illinois
$2.29M -$490K -2,744 -19%
CT
627
Coastline Trust
Rhode Island
$2.28M -$17.1K -96 -0.8%
BCFD
628
Boit C.F. David
$2.26M +$268K +1,500 +14%
PF
629
Phoenix Financial
Israel
$2.24M +$1.97M +11,050 New
DPAM
630
Degroof Petercam Asset Management
Belgium
$2.22M +$2M +11,200 New
CAL
631
Capital Analysts LLC
Pennsylvania
$2.2M +$42K +235 +2%
CI
632
Cavalier Investments
Georgia
$2.18M +$47.1K +264 +2%
UB
633
UMB Bank
Missouri
$2.17M +$1.43K +8 +0.1%
OWP
634
Obermeyer Wealth Partners
Colorado
$2.17M +$1.43K +8 +0.1%
S
635
SignatureFD
Georgia
$2.17M +$41.8K +234 +2%
TMAM
636
Tokio Marine Asset Management
Japan
$2.16M +$44.8K +251 +2%
AIA
637
AIMZ Investment Advisors
California
$2.15M +$179 +1 +0%
TG
638
TCW Group
California
$2.15M +$1.92M +10,778 New
MYIA
639
Mount Yale Investment Advisors
Colorado
$2.15M -$422K -2,362 -18%
BDS
640
Banco de Sabadell
Florida
$2.1M -$49.8K -279 -3%
VI
641
Vestcor Inc
New Brunswick, Canada
$2.1M -$20.4K -114 -1%
PFSC
642
Peoples Financial Services Corp
Pennsylvania
$2.09M -$8.93K -50 -0.5%
GP
643
Girard Partners
Pennsylvania
$2.07M +$6.96K +39 +0.4%
MAS
644
Meeder Advisory Services
Ohio
$2.05M -$67.1K -376 -4%
HWMA
645
Heritage Wealth Management (Arizona)
Arizona
$2.04M +$1.83M +10,269 New
BMWM
646
Brown Miller Wealth Management
Virginia
$2.03M -$22.5K -126 -1%
PAM
647
Panagora Asset Management
Massachusetts
$2.03M – – –
PFM
648
Patton Fund Management
Texas
$2.03M +$20K +112 +1%
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$2.03M +$24.5K +137 +1%
APWM
650
Argonautica Private Wealth Management
Massachusetts
$2.02M +$5.89K +33 +0.3%
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