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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
701
Gratus Wealth Advisors
Virginia
$1.62M -$11.3K -59 -0.7%
JSC
702
Jackson Square Capital
California
$1.62M +$1.57M +8,182 New
SM
703
STF Management
Texas
$1.62M -$49.2K -256 -3%
NERM
704
New England Research & Management
Illinois
$1.61M -$22.5K -117 -1%
GIA
705
Gladstone Institutional Advisory
Florida
$1.61M +$1.26M +6,566 +420%
IA
706
IAM Advisory
Pennsylvania
$1.6M +$52.7K +274 +4%
VA
707
Valmark Advisers
Ohio
$1.59M – – –
CNBT
708
Canandaigua National Bank & Trust
New York
$1.58M -$39.6K -206 -3%
WB
709
WesBanco Bank
West Virginia
$1.58M +$660K +3,432 +75%
FI
710
Fosun International
China
$1.57M -$312K -1,625 -17%
DA
711
Duality Advisers
Florida
$1.57M +$607K +3,159 +66%
BFG
712
Beacon Financial Group
Texas
$1.54M -$21.5K -112 -1%
SF
713
Summit Financial
New Jersey
$1.53M +$74.4K +387 +5%
CII
714
Capital International Inc
California
$1.51M +$136K +708 +10%
BPIM
715
Brant Point Investment Management
New York
$1.51M -$54.2K -282 -4%
MP
716
McDonald Partners
Ohio
$1.5M +$10.4K +54 +0.7%
SFI
717
Susquehanna Fundamental Investments
Pennsylvania
$1.48M +$1.44M +7,500 New
KWA
718
Kingswood Wealth Advisors
California
$1.47M +$25K +130 +2%
MAM
719
Milestone Asset Management
Pennsylvania
$1.45M +$1.41M +7,346 New
RFM
720
Royal Fund Management
Florida
$1.45M +$98.4K +512 +8%
LAI
721
Legal Advantage Investments
California
$1.45M – – –
VA
722
Vident Advisory
Georgia
$1.44M +$68.3K +355 +5%
OIA
723
OneDigital Investment Advisors
Kansas
$1.43M -$20.6K -107 -1%
BW
724
Bison Wealth
Georgia
$1.42M -$11.5K -60 -0.8%
NW
725
NewEdge Wealth
Pennsylvania
$1.42M +$8.46K +44 +0.6%
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