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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
701
Bridge Creek Capital Management
Massachusetts
$1.12M +$16.8K +100 +2%
HCM
702
Howard Capital Management
Georgia
$1.11M +$1.1M +6,584 New
PLFAM
703
Pineno Levin & Ford Asset Management
Virginia
$1.1M – – –
EF
704
Empirical Finance
Pennsylvania
$1.09M +$360K +2,149 +49%
SHJ
705
Sharkey, Howes & Javer
Colorado
$1.09M – – –
PGA
706
Portland Global Advisors
Maine
$1.09M +$1.09M +6,512 New
LAI
707
Legal Advantage Investments
California
$1.09M – – –
DIP
708
DT Investment Partners
Pennsylvania
$1.07M +$50.3K +300 +5%
PP
709
Prudential plc
United Kingdom
$1.06M +$44.1K +263 +4%
PAM
710
Paradigm Asset Management
New York
$1.06M -$50.3K -300 -5%
SSI
711
Scott & Selber Inc
Texas
$1.05M -$33.2K -198 -3%
MAM
712
Morse Asset Management
Connecticut
$1.05M – – –
AI
713
Atom Investors
Texas
$1.04M +$1.04M +6,228 New
TWI
714
Thomas White International
Illinois
$1.04M – – –
MP
715
McDonald Partners
Ohio
$1.04M +$52.7K +314 +5%
HSA
716
HBK Sorce Advisory
Pennsylvania
$1.04M +$17.4K +104 +2%
NB
717
Nicolet Bankshares
Wisconsin
$1.04M +$118K +704 +13%
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M +$492K +2,931 +91%
CIAS
719
Capital Investment Advisory Services
North Carolina
$1.02M -$34.4K -205 -3%
CPWA
720
Cerro Pacific Wealth Advisors
California
$1M -$330K -1,968 -25%
DADC
721
D.A. Davidson & Co
Montana
$1M +$170K +1,015 +20%
UAML
722
US Asset Management LLC
Pennsylvania
$997K +$998K +5,950 New
BSW
723
Buckingham Strategic Wealth
Missouri
$996K +$11.9K +71 +1%
TCM
724
Twin Capital Management
Pennsylvania
$982K -$82.5K -492 -8%
HPC
725
HM Payson & Co
Maine
$976K – – –
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