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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
751
Avestar Capital
New York
$170K -$49.9K -461 -21%
AIL
752
AGF Investments LLC
Ontario, Canada
$169K +$162K +1,499 New
RWA
753
Ropes Wealth Advisors
Massachusetts
$167K – – –
EH
754
Employers Holdings
Nevada
$167K +$160K +1,478 New
FPS
755
Fieldpoint Private Securities
Connecticut
$166K – – –
FIB
756
First Interstate Bank
Montana
$162K -$2.82K -26 -2%
APA
757
American Portfolios Advisors
New York
$159K +$11.2K +103 +8%
QAM
758
QCI Asset Management
New York
$152K +$43.3K +400 +42%
LC
759
Lindbrook Capital
California
$149K +$3.03K +28 +2%
W
760
WealthStone
Ohio
$148K +$142K +1,315 New
MCM
761
MV Capital Management
Maryland
$147K – – –
PFBT
762
Parkside Financial Bank & Trust
Missouri
$146K +$4.22K +39 +3%
TRCT
763
Tower Research Capital (TRC)
New York
$138K -$605K -5,587 -82%
HAG
764
HighPoint Advisor Group
Illinois
$138K +$127K +1,173 New
KFS
765
Kelly Financial Services
Massachusetts
$137K +$758 +7 +0.6%
PMFA
766
Plante Moran Financial Advisors
Michigan
$129K -$20.3K -187 -14%
GLI
767
Guardian Life Insurance
New York
$120K – – –
LWM
768
Lenox Wealth Management
Ohio
$120K +$1.63K +15 +1%
TSW
769
Thompson Siegel & Walmsley
Virginia
$119K -$48.2K -445 -30%
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$115K +$1.41K +13 +1%
CIA
771
CSat Investment Advisory
Michigan
$115K +$102K +945 +1,313%
LGWM
772
Litman Gregory Wealth Management
California
$108K +$104K +956 New
BCI
773
Brinker Capital Investments
Pennsylvania
$106K +$85.6K +790 +527%
UFG
774
United Fire Group
Iowa
$105K – – –
VCM
775
Versant Capital Management
Arizona
$103K -$15.1K -139 -13%
29 30
31
32 33