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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
726
Pine Valley Investments
New Jersey
$1.74M +$214K +1,002 +15%
VA
727
Valmark Advisers
Ohio
$1.74M -$91.7K -430 -5%
MP
728
McDonald Partners
Ohio
$1.73M +$4.69K +22 +0.3%
BPIM
729
Brant Point Investment Management
New York
$1.73M -$5.12K -24 -0.3%
PAG
730
Private Advisory Group
Washington
$1.72M +$471K +2,206 +41%
CII
731
Capital International Inc
California
$1.72M -$20.7K -97 -1%
UOC
732
UBS O'Connor
Illinois
$1.71M +$1.6M +7,500 New
LFM
733
LGT Fund Management
Liechtenstein
$1.71M +$1.6M +7,480 New
CNBT
734
Canandaigua National Bank & Trust
New York
$1.7M -$115K -540 -7%
CFSG
735
Community Financial Services Group
Vermont
$1.7M +$1.59M +7,447 New
FBT
736
First Bankers Trust
Kentucky
$1.68M -$290K -1,361 -16%
WEG
737
World Equity Group
Illinois
$1.67M -$1.56M -7,333 -50%
LAI
738
Legal Advantage Investments
California
$1.67M – – –
QIM
739
Quest Investment Management
Oregon
$1.67M -$663K -3,108 -30%
CNBT
740
Cornerstone National Bank & Trust
Illinois
$1.66M +$65.5K +307 +4%
RFM
741
Royal Fund Management
Florida
$1.66M -$29K -136 -2%
GRP
742
Global Retirement Partners
California
$1.62M +$63.4K +297 +4%
BB
743
Bell Bank
North Dakota
$1.61M -$264K -1,237 -15%
FI
744
Fosun International
China
$1.6M -$197K -922 -12%
CAS
745
Coppell Advisory Solutions
Texas
$1.59M +$1.49M +6,975 New
NW
746
NewEdge Wealth
Pennsylvania
$1.59M -$59.1K -277 -4%
MCM
747
MAI Capital Management
Ohio
$1.58M +$277K +1,299 +23%
PS
748
Principal Securities
Iowa
$1.58M +$188K +882 +15%
EWM
749
Empirical Wealth Management
Washington
$1.58M – – –
DIP
750
DT Investment Partners
Pennsylvania
$1.56M +$91.1K +427 +7%
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