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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
726
Union Bancaire Privee
Switzerland
$1.92M +$354K +1,638 +21%
ECM
727
Estabrook Capital Management
New York
$1.92M – – –
LAM
728
LECAP Asset Management
United Kingdom
$1.91M +$2.05M +9,473 New
OL
729
one8zero8 LLC
North Carolina
$1.89M +$37.8K +175 +2%
TVWM
730
Tower View Wealth Management
Wisconsin
$1.89M -$339K -1,568 -14%
MPPLM
731
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.89M +$19K +88 +0.9%
IA
732
IFC Advisors
California
$1.89M -$34.8K -161 -2%
MFG
733
Merit Financial Group
Georgia
$1.88M +$768K +3,555 +62%
CA
734
Cullinan Associates
Kentucky
$1.88M -$4.11K -19 -0.2%
PS
735
Principal Securities
Iowa
$1.87M – – –
SAM
736
Smartleaf Asset Management
Massachusetts
$1.87M +$70.5K +326 +4%
WAM
737
Wolverine Asset Management
Illinois
$1.87M +$2M +9,261 New
SC
738
Savant Capital
Illinois
$1.86M -$18.2K -84 -0.9%
UOTTAIMCU
739
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.86M +$1.99M +9,203 New
PWS
740
Peterson Wealth Services
Utah
$1.85M +$223K +1,032 +13%
EBT
741
Enterprise Bank & Trust
Massachusetts
$1.85M +$19K +88 +1%
VI
742
Vestcor Inc
New Brunswick, Canada
$1.84M +$4.32K +20 +0.2%
PFSC
743
Peoples Financial Services Corp
Pennsylvania
$1.84M – – –
CNBT
744
Cornerstone National Bank & Trust
Illinois
$1.81M +$223K +1,030 +13%
DWM
745
Dakota Wealth Management
Florida
$1.81M +$13.2K +61 +0.7%
MSA
746
MUFG Securities Americas
New York
$1.77M +$314K +1,452 +20%
EWA
747
EP Wealth Advisors
California
$1.77M +$718K +3,320 +61%
CSP
748
Cary Street Partners
Virginia
$1.77M -$41.9K -194 -2%
BCM
749
Bayesian Capital Management
New York
$1.75M -$3.35M -15,500 -64%
VFA
750
Voya Financial Advisors
Connecticut
$1.75M -$51K -236 -3%
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