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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
751
Bridge Creek Capital Management
Massachusetts
$1.11M -$7.38K -40 -0.6%
WANY
752
Wealthspire Advisors (New York)
New York
$1.1M +$944K +5,118 +448%
UBG
753
United Bank (Georgia)
Georgia
$1.09M +$18.6K +101 +2%
GW
754
GW & Wade
Massachusetts
$1.08M -$268K -1,454 -19%
SFA
755
Sequoia Financial Advisors
Ohio
$1.07M +$21.4K +116 +2%
NSIM
756
North Star Investment Management
Illinois
$1.07M +$5.53K +30 +0.5%
PA
757
PFW Advisors
Georgia
$1.06M – – –
DIP
758
DT Investment Partners
Pennsylvania
$1.06M – – –
AFS
759
Access Financial Services
Minnesota
$1.05M -$3.32K -18 -0.3%
AI
760
Accredited Investors
Minnesota
$1.04M -$300K -1,628 -21%
AM
761
Account Management
Massachusetts
$1.04M -$84.8K -460 -7%
IWM
762
IHT Wealth Management
Illinois
$1.04M +$266K +1,441 +32%
SSI
763
Scott & Selber Inc
Texas
$1.03M -$2.58K -14 -0.2%
PCIA
764
Prime Capital Investment Advisors
Kansas
$1.03M +$106K +574 +11%
CIA
765
Compass Ion Advisors
Pennsylvania
$1.03M +$1.08M +5,871 New
TAM
766
Trust Asset Management
Texas
$1.03M – – –
AAB
767
ABN AMRO Bank
Netherlands
$1.02M – – –
DAM
768
Doheny Asset Management
California
$1.02M – – –
SIP
769
Scott Investment Partners
United Kingdom
$1.02M – – –
MFG
770
Monumental Financial Group
Maryland
$1.01M +$54.2K +294 +5%
PVI
771
Pine Valley Investments
New Jersey
$1.01M +$9.96K +54 +0.9%
LNC
772
Lincoln National Corp
Pennsylvania
$1M -$73.8K -400 -7%
TSS
773
Two Sigma Securities
New York
$997K +$188K +1,020 +22%
IWM
774
Iams Wealth Management
Nebraska
$994K +$1.05M +5,679 New
SHJ
775
Sharkey, Howes & Javer
Colorado
$992K -$30.4K -165 -3%
29 30
31
32 33