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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Allworth Financial
California
$1.97M +$481K +2,135 +33%
BOC
702
Barbara Oil Co
Illinois
$1.96M – – –
IA
703
IAM Advisory
Pennsylvania
$1.94M +$40.8K +181 +2%
FFA
704
Fairfield Financial Advisors
Massachusetts
$1.94M -$18.9K -84 -1%
CCC
705
Cincinnati Casualty Company
Ohio
$1.92M – – –
SC
706
Savant Capital
Illinois
$1.91M +$557K +2,472 +42%
PIM
707
Platinum Investment Management
Australia
$1.91M -$199K -882 -10%
PDL
708
Portfolio Design Labs
California
$1.91M -$1.73M -7,667 -48%
CC
709
Centiva Capital
New York
$1.9M +$967K +4,291 +108%
GI
710
GAMMA Investing
California
$1.9M +$433K +1,920 +30%
LWAM
711
Legacy Wealth Asset Management
Minnesota
$1.89M +$38.8K +172 +2%
CAM
712
Carret Asset Management
New York
$1.89M -$56.3K -250 -3%
SAM
713
Smartleaf Asset Management
Massachusetts
$1.87M +$381K +1,690 +27%
MP
714
McDonald Partners
Ohio
$1.86M +$106K +470 +6%
JCM
715
Janney Capital Management
Pennsylvania
$1.85M +$16.4K +73 +0.9%
DDC
716
DF Dent & Co
Maryland
$1.84M -$28.8K -128 -2%
PS
717
Principal Securities
Iowa
$1.83M +$227K +1,006 +15%
BRWA
718
B. Riley Wealth Advisors
Florida
$1.82M -$85.2K -378 -5%
WB
719
WesBanco Bank
West Virginia
$1.82M -$13.3K -59 -0.7%
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
$1.82M -$221K -979 -11%
LS
721
Livforsakringsbolaget Skandia
Sweden
$1.81M +$820K +3,639 +86%
NB
722
Nicolet Bankshares
Wisconsin
$1.81M -$107K -474 -6%
PWS
723
Peterson Wealth Services
Utah
$1.8M +$1.76M +7,822 New
GWA
724
Gratus Wealth Advisors
Virginia
$1.78M -$123K -546 -6%
BFG
725
Beacon Financial Group
Texas
$1.78M +$6.76K +30 +0.4%
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