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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
751
Community Bank
New York
$63K – – –
BWP
752
Baldwin Wealth Partners
Massachusetts
$62K – – –
AF
753
Advisornet Financial
Minnesota
$59K -$3.17K -33 -5%
HIIFS
754
Harel Insurance Investments & Financial Services
Israel
$58K +$60.5K +630 New
RFA
755
Reilly Financial Advisors
California
$57K – – –
CHC
756
City Holding Co
West Virginia
$54K – – –
DPA
757
Delphi Private Advisors
California
$54K – – –
ZB
758
Zions Bancorporation
Utah
$54K +$56.7K +590 New
VIA
759
Vantage Investment Advisors
Pennsylvania
$53K – – –
FFC
760
First Financial Corp
Indiana
$49K – – –
ST
761
Smithfield Trust
Pennsylvania
$46K -$2.88K -30 -6%
CCM
762
Cribstone Capital Management
Maine
$44K – – –
CFA
763
Carroll Financial Associates
North Carolina
$44K +$1.44K +15 +3%
MA
764
MCF Advisors
Kentucky
$41K -$42.7K -444 -50%
BWA
765
BDO Wealth Advisors
Florida
$39K – – –
FPFS
766
First Personal Financial Services
North Carolina
$38K +$5K +52 +14%
JA
767
JOYN Advisors
Georgia
$38K +$6.63K +69 +20%
NCM
768
Nelson Capital Management
California
$38K +$20.2K +210 +105%
FGAM
769
Financial Gravity Asset Management
Texas
$38K +$43.9K +457 +3,515%
AAP
770
Arax Advisory Partners
Colorado
$37K +$38.1K +397 New
RE
771
RBC Europe
United Kingdom
$36.5K – – –
AF
772
Arrow Financial
New York
$36K +$8.65K +90 +30%
EFSCE
773
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
FC
774
Ferris Capital
Massachusetts
$34K -$961 -10 -3%
PCP
775
Proficio Capital Partners
Massachusetts
$34K -$192 -2 -0.5%
29 30
31
32 33