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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
676
MUFG Securities Americas
New York
$2.62M +$460K +2,210 +25%
MYIA
677
Mount Yale Investment Advisors
Colorado
$2.61M -$44.6K -214 -2%
WMA
678
West Michigan Advisors
Michigan
$2.57M -$65K -312 -3%
HWMO
679
Heritage Wealth Management (Ohio)
Ohio
$2.57M -$79.1K -380 -3%
FNT
680
First National Trust
Pennsylvania
$2.57M -$41.2K -198 -2%
EHWM
681
Eads & Heald Wealth Management
Georgia
$2.54M -$51.6K -248 -2%
PWA
682
Phoenix Wealth Advisors
North Carolina
$2.52M -$58.7K -282 -3%
MGP
683
M&G plc
United Kingdom
$2.52M -$346K -1,663 -14%
CFO
684
Callan Family Office
Pennsylvania
$2.51M +$947K +4,548 +76%
HCM
685
Hutner Capital Management
Vermont
$2.51M -$407K -1,954 -16%
BPA
686
Beacon Pointe Advisors
California
$2.51M +$64.1K +308 +3%
SWA
687
Strata Wealth Advisors
Texas
$2.49M -$630K -3,025 -22%
SP
688
Stonebrook Private
Michigan
$2.47M +$35.6K +171 +2%
BWG
689
Berry Wealth Group
Texas
$2.47M -$51.6K -248 -2%
VI
690
Vestcor Inc
New Brunswick, Canada
$2.46M +$256K +1,228 +13%
IWC
691
Integrated Wealth Concepts
Massachusetts
$2.46M +$1.03M +4,927 +91%
WWA
692
WCG Wealth Advisors
Nevada
$2.43M -$843K -4,048 -28%
VNA
693
Valley National Advisers
Pennsylvania
$2.42M -$13.3K -64 -0.6%
TRCT
694
Tower Research Capital (TRC)
New York
$2.39M -$3.34M -16,036 -61%
NIM
695
Needham Investment Management
New York
$2.38M – – –
DI
696
DAGCO Inc
Ohio
$2.37M -$96.4K -463 -4%
CFSG
697
Community Financial Services Group
Vermont
$2.37M +$21.4K +103 +1%
OWP
698
Obermeyer Wealth Partners
Colorado
$2.35M -$66.2K -318 -3%
AIA
699
AIMZ Investment Advisors
California
$2.35M -$104K -499 -5%
TBT
700
Texas Bank & Trust
Texas
$2.34M +$63.7K +306 +3%
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