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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
701
InterOcean Capital Group
Tennessee
$1.04M +$64.7K +409 +6%
TMAM
702
Tokio Marine Asset Management
Japan
$1.04M +$104K +659 +10%
WEG
703
World Equity Group
Illinois
$1.03M +$15.7K +99 +1%
MP
704
McDonald Partners
Ohio
$1.03M +$29.6K +187 +3%
UBG
705
United Bank (Georgia)
Georgia
$1.03M +$65.9K +417 +6%
FFA
706
Fairfield Financial Advisors
Massachusetts
$1.02M +$50.3K +318 +5%
SC
707
Sonen Capital
California
$1.01M -$151K -957 -12%
SWP
708
Stratos Wealth Partners
Ohio
$1.01M -$93.3K -590 -8%
AWM
709
Apollon Wealth Management
South Carolina
$1.01M +$160K +1,015 +16%
SS
710
Simplicity Solutions
Minnesota
$1M +$253K +1,601 +29%
CC
711
Cornerstone Capital
California
$990K – – –
VWMG
712
Virginia Wealth Management Group
Virginia
$985K +$79.1K +500 +8%
WAM
713
Weiss Asset Management
Massachusetts
$979K +$1.11M +7,023 New
KLC
714
Knowledge Leaders Capital
Colorado
$967K +$354K +2,239 +48%
SSA
715
Schonfeld Strategic Advisors
New York
$966K -$724K -4,578 -40%
HCM
716
Hutner Capital Management
Vermont
$965K -$6.96K -44 -0.6%
CC
717
Codex Capital
New York
$961K -$1.12M -7,100 -51%
PIMG
718
Patriot Investment Management Group
Tennessee
$957K -$164K -1,037 -13%
DY
719
Dowling & Yahnke
California
$946K -$3.16K -20 -0.3%
HBT
720
Hills Bank & Trust
Iowa
$933K +$216K +1,368 +26%
PIM
721
Penobscot Investment Management
Massachusetts
$930K +$171K +1,080 +19%
BCCM
722
Bridge Creek Capital Management
Massachusetts
$925K -$7.12K -45 -0.7%
JF
723
Jump Financial
Illinois
$923K +$743K +4,696 +244%
PAM
724
Paradigm Asset Management
New York
$922K -$15.8K -100 -1%
MCM
725
Maryland Capital Management
Maryland
$921K -$174K -1,100 -14%
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