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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
751
Crow Point Partners
Massachusetts
$58K +$27.3K +300 +88%
DWM
752
Destination Wealth Management
California
$55K +$55.2K +606 New
SIC
753
Salem Investment Counselors
North Carolina
$54K – – –
CHC
754
City Holding Co
West Virginia
$53K – – –
DPA
755
Delphi Private Advisors
California
$53K – – –
VIA
756
Vantage Investment Advisors
Pennsylvania
$52K -$4.28K -47 -8%
IWM
757
IHT Wealth Management
Illinois
$52K +$91 +1 +0.2%
LWM
758
Lenox Wealth Management
Ohio
$52K +$14.8K +162 +40%
ST
759
Smithfield Trust
Pennsylvania
$51K +$19.1K +210 +60%
WA
760
WealthTrust-Arizona
Arizona
$50K – – –
GRP
761
Global Retirement Partners
California
$50K +$1.27K +14 +3%
FFC
762
First Financial Corp
Indiana
$48K -$9.11K -100 -16%
PCG
763
Private Capital Group
Connecticut
$47K – – –
WTB
764
Washington Trust Bank
Washington
$43K -$66K -725 -61%
CFA
765
Carroll Financial Associates
North Carolina
$42K +$2.73K +30 +7%
MA
766
MCF Advisors
Kentucky
$40K – – –
BWA
767
BDO Wealth Advisors
Florida
$39K +$8.56K +94 +28%
CCM
768
Cribstone Capital Management
Maine
$38K +$7.65K +84 +25%
RE
769
RBC Europe
United Kingdom
$36K +$13.2K +145 +58%
FC
770
Ferris Capital
Massachusetts
$35K +$34.7K +381 New
APP
771
Avantax Planning Partners
Iowa
$34K +$34.1K +374 New
KA
772
Kaizen Advisory
Illinois
$33K – – –
WEC
773
Winslow Evans & Crocker
Massachusetts
$32.6K – – –
PCP
774
Proficio Capital Partners
Massachusetts
$31K -$911 -10 -3%
EA
775
Edge Advisors
Georgia
$31K – – –
29 30
31
32 33