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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
676
Penobscot Investment Management
Massachusetts
$2.83M +$24K +100 +0.9%
BCM
677
Bourgeon Capital Management
Connecticut
$2.79M – – –
BC
678
Broadwater Capital
Massachusetts
$2.77M -$643M -2,673,586 -100%
HCM
679
Hutner Capital Management
Vermont
$2.77M +$176K +732 +7%
SAM
680
Silvercrest Asset Management
New York
$2.77M -$14.2K -59 -0.5%
PA
681
Pinnacle Associates
New York
$2.73M -$45.2K -188 -2%
EAM
682
Erste Asset Management
Austria
$2.72M -$11.3M -47,178 -81%
S
683
SignatureFD
Georgia
$2.7M -$130K -540 -5%
PWA
684
Phoenix Wealth Advisors
North Carolina
$2.69M +$82.7K +344 +3%
CAL
685
Capital Analysts LLC
Pennsylvania
$2.68M -$85.6K -356 -3%
VCM
686
Voleon Capital Management
California
$2.68M +$1.7M +7,078 +185%
QCM
687
Qsemble Capital Management
New York
$2.67M +$2.62M +10,880 New
RT
688
Rockland Trust
Massachusetts
$2.66M +$2.61M +10,836 New
IIM
689
Intact Investment Management
Quebec, Canada
$2.65M -$1.85M -7,700 -42%
BHWM
690
Bar Harbor Wealth Management
New Hampshire
$2.65M +$652K +2,711 +34%
AWA
691
Arkadios Wealth Advisors
Georgia
$2.64M +$561K +2,332 +28%
HWMO
692
Heritage Wealth Management (Ohio)
Ohio
$2.63M -$18.3K -76 -0.7%
FNT
693
First National Trust
Pennsylvania
$2.63M -$15.6K -65 -0.6%
EHWM
694
Eads & Heald Wealth Management
Georgia
$2.61M -$11.3K -47 -0.4%
MGP
695
M&G plc
United Kingdom
$2.61M – – –
SWA
696
Strata Wealth Advisors
Texas
$2.57M -$1.92K -8 -0.1%
TBT
697
Texas Bank & Trust
Texas
$2.56M +$141K +588 +6%
IWC
698
Integrated Wealth Concepts
Massachusetts
$2.56M +$20K +83 +0.8%
VFA
699
Voya Financial Advisors
Connecticut
$2.54M +$389K +1,617 +18%
SC
700
Savant Capital
Illinois
$2.54M +$130K +542 +6%
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