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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$8.58K -108 -27%
BWA
702
BDO Wealth Advisors
Florida
$23K +$23.8K +300 New
CCM
703
Cribstone Capital Management
Maine
$22K -$1.19K -15 -5%
RFA
704
Reilly Financial Advisors
California
$22K – – –
CJA
705
C-J Advisory
California
$22K +$7.95K +100 +54%
MWM
706
Mascoma Wealth Management
New Hampshire
$21K – – –
WA
707
WealthTrust-Arizona
Arizona
$19K – – –
WB
708
Webster Bank
Connecticut
$19K – – –
NCM
709
Nelson Capital Management
California
$16K – – –
BG
710
Bollard Group
Massachusetts
$16K +$15.9K +200 New
WIM
711
Westside Investment Management
California
$12K – – –
IR
712
Invictus RG
Bermuda
$12K -$637K -8,023 -98%
HCC
713
Hirtle Callaghan & Co
Pennsylvania
$12K -$2.86K -36 -20%
MWM
714
MinichMacGregor Wealth Management
New York
$12K -$159 -2 -1%
SBL
715
Sargent Bickham Lagudis
Colorado
$12K – – –
AF
716
Allworth Financial
California
$9K -$318 -4 -3%
LF
717
Lee Financial
Texas
$9K – – –
SSB
718
Sandy Spring Bank
Maryland
$9K +$1.51K +19 +19%
NIC
719
Northwest Investment Counselors
Oregon
$9K +$9.46K +119 New
FPFS
720
First Personal Financial Services
North Carolina
$8K -$167K -2,102 -95%
SNT
721
Security National Trust
West Virginia
$8K – – –
BL
722
Balentine LLC
Georgia
$7K – – –
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
MFBTD
724
MB Financial Bank - Trust Department
Illinois
$6K – – –
SWA
725
Sutton Wealth Advisors
Florida
$5.99K -$874 -11 -13%
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