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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
751
Bison Wealth
Georgia
$1.6M -$54.5K -242 -3%
EWM
752
Empirical Wealth Management
Washington
$1.59M +$2.03K +9 +0.1%
DIP
753
DT Investment Partners
Pennsylvania
$1.59M +$11.5K +51 +0.7%
PF
754
Phoenix Financial
Israel
$1.58M +$860K +3,816 +125%
DIA
755
Dana Investment Advisors
Wisconsin
$1.57M +$16.2K +72 +1%
DADC
756
D.A. Davidson & Co
Montana
$1.57M +$12.8K +57 +0.8%
KA
757
Kintegral Advisory
New York
$1.55M -$19.8K -88 -1%
CA
758
Claro Advisors
Massachusetts
$1.55M +$194K +861 +15%
CCA
759
Checchi Capital Advisers
California
$1.54M +$32.2K +143 +2%
SFM
760
Sphera Funds Management
Israel
$1.53M -$1.43M -6,340 -49%
FHA
761
Flagship Harbor Advisors
Massachusetts
$1.51M +$95.5K +424 +7%
VWMG
762
Virginia Wealth Management Group
Virginia
$1.51M – – –
SC
763
Scotia Capital
Ontario, Canada
$1.51M +$1.48M +6,561 New
MWA
764
Meridian Wealth Advisors
Texas
$1.51M +$345K +1,532 +31%
TGCMU
765
Titan Global Capital Management USA
New York
$1.5M -$41.2K -183 -3%
NP
766
NorthRock Partners
Minnesota
$1.5M -$1.35K -6 -0.1%
IPAM
767
ICICI Prudential Asset Management
India
$1.49M +$232K +1,030 +19%
QIM
768
Quest Investment Management
Oregon
$1.49M -$189K -839 -11%
RWM
769
Ritholtz Wealth Management
New York
$1.49M +$390K +1,733 +37%
CPR
770
CSU Producer Resources
Ohio
$1.47M – – –
UFF
771
USA Financial Formulas
Michigan
$1.47M +$467K +2,071 +48%
LSAG
772
Lake Street Advisors Group
New Hampshire
$1.45M +$91.9K +408 +7%
CUAMC
773
China Universal Asset Management Company
China
$1.45M +$634K +2,815 +81%
FFG
774
Fortem Financial Group
California
$1.45M +$399K +1,771 +39%
SAM
775
Shell Asset Management
Netherlands
$1.44M +$1.41M +6,274 New
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