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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Stratos Wealth Partners
Ohio
$1.62M -$48.1K -250 -3%
GWA
702
Gratus Wealth Advisors
Virginia
$1.62M -$11.3K -59 -0.7%
JSC
703
Jackson Square Capital
California
$1.62M +$1.57M +8,182 New
SM
704
STF Management
Texas
$1.62M -$49.2K -256 -3%
NERM
705
New England Research & Management
Illinois
$1.61M -$22.5K -117 -1%
GIA
706
Gladstone Institutional Advisory
Florida
$1.61M +$1.26M +6,566 +420%
IA
707
IAM Advisory
Pennsylvania
$1.6M +$52.7K +274 +4%
VA
708
Valmark Advisers
Ohio
$1.59M – – –
CNBT
709
Canandaigua National Bank & Trust
New York
$1.58M -$39.6K -206 -3%
WB
710
WesBanco Bank
West Virginia
$1.58M +$660K +3,432 +75%
FI
711
Fosun International
China
$1.57M -$312K -1,625 -17%
DA
712
Duality Advisers
Florida
$1.57M +$607K +3,159 +66%
BFG
713
Beacon Financial Group
Texas
$1.54M -$21.5K -112 -1%
SF
714
Summit Financial
New Jersey
$1.53M +$74.4K +387 +5%
CII
715
Capital International Inc
California
$1.51M +$136K +708 +10%
BPIM
716
Brant Point Investment Management
New York
$1.51M -$54.2K -282 -4%
MP
717
McDonald Partners
Ohio
$1.5M +$10.4K +54 +0.7%
SFI
718
Susquehanna Fundamental Investments
Pennsylvania
$1.48M +$1.44M +7,500 New
KWA
719
Kingswood Wealth Advisors
California
$1.47M +$25K +130 +2%
MAM
720
Milestone Asset Management
Pennsylvania
$1.45M +$1.41M +7,346 New
RFM
721
Royal Fund Management
Florida
$1.45M +$98.4K +512 +8%
LAI
722
Legal Advantage Investments
California
$1.45M – – –
VA
723
Vident Advisory
Georgia
$1.44M +$68.3K +355 +5%
OIA
724
OneDigital Investment Advisors
Kansas
$1.43M -$20.6K -107 -1%
BW
725
Bison Wealth
Georgia
$1.42M -$11.5K -60 -0.8%
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