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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
726
Gemmer Asset Management
California
$29K – – –
PCP
727
Proficio Capital Partners
Massachusetts
$29K +$1.61K +20 +6%
IWM
728
IHT Wealth Management
Illinois
$28K – – –
GRP
729
Global Retirement Partners
California
$28K +$1.53K +19 +6%
NSB
730
Norway Savings Bank
Maine
$27K – – –
AF
731
Arrow Financial
New York
$26K – – –
BWA
732
BDO Wealth Advisors
Florida
$26K – – –
NEAM
733
New England Asset Management
Connecticut
$26K +$24.6K +305 New
CCM
734
Cribstone Capital Management
Maine
$25K – – –
EFSCE
735
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
RFA
736
Reilly Financial Advisors
California
$25K – – –
MWM
737
Mascoma Wealth Management
New Hampshire
$23K – – –
SIA
738
Sit Investment Associates
Minnesota
$23K +$21.4K +265 New
CJA
739
C-J Advisory
California
$22K -$2.82K -35 -12%
DBT
740
Dubuque Bank & Trust
Iowa
$22K +$18.3K +227 +783%
RE
741
RBC Europe
United Kingdom
$21.5K +$20.2K +250 New
WB
742
Webster Bank
Connecticut
$21K – – –
AF
743
Allworth Financial
California
$19K +$8.07K +100 +83%
JCM
744
Jacobi Capital Management
Pennsylvania
$19K +$17.7K +220 New
NCM
745
Nelson Capital Management
California
$17K – – –
SBL
746
Sargent Bickham Lagudis
Colorado
$14K – – –
WIM
747
Westside Investment Management
California
$13.4K – – –
MWM
748
MinichMacGregor Wealth Management
New York
$13K -$323 -4 -3%
HCC
749
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
OFW
750
Omnia Family Wealth
Florida
$11K -$19.8K -246 -66%
28 29
30
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