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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
751
McDonald Partners
Ohio
$1.75M +$50.1K +232 +3%
EP
752
Edgestream Partners
New Jersey
$1.74M +$453K +2,095 +32%
IA
753
IAM Advisory
Pennsylvania
$1.73M -$2.81K -13 -0.2%
NW
754
NewEdge Wealth
Pennsylvania
$1.73M -$89.9K -416 -5%
RBI
755
Raiffeisen Bank International
Austria
$1.72M +$203K +941 +12%
SIA
756
Schechter Investment Advisors
Michigan
$1.72M -$62.7K -290 -3%
BOC
757
Barbara Oil Co
Illinois
$1.71M – – –
PVI
758
Pine Valley Investments
New Jersey
$1.71M -$23.6K -109 -1%
SCA
759
Snowden Capital Advisors
New York
$1.71M -$328K -1,519 -15%
LWAM
760
Legacy Wealth Asset Management
Minnesota
$1.69M +$86.2K +399 +5%
TFS
761
Thoroughbred Financial Services
Tennessee
$1.69M -$47.5K -220 -3%
CCC
762
Cincinnati Casualty Company
Ohio
$1.68M – – –
AAM
763
Advisors Asset Management
Colorado
$1.68M +$344K +1,590 +24%
CAM
764
Carret Asset Management
New York
$1.67M – – –
DDC
765
DF Dent & Co
Maryland
$1.67M +$45.8K +212 +3%
WB
766
WesBanco Bank
West Virginia
$1.67M +$105K +484 +6%
RFN
767
RDA Financial Network
Iowa
$1.67M +$151K +698 +9%
FBT
768
First Bankers Trust
Kentucky
$1.66M +$190K +877 +12%
FFA
769
Fairfield Financial Advisors
Massachusetts
$1.64M -$63.3K -293 -3%
AWA
770
Arkadios Wealth Advisors
Georgia
$1.63M +$1.08M +4,987 +160%
AF
771
Allworth Financial
California
$1.62M -$95.7K -443 -5%
TCWM
772
Total Clarity Wealth Management
Illinois
$1.62M – – –
RWP
773
RWA Wealth Partners
Massachusetts
$1.62M -$1.47M -6,780 -46%
VWM
774
Venturi Wealth Management
Texas
$1.61M +$105K +487 +7%
OIA
775
OneDigital Investment Advisors
Kansas
$1.6M +$152K +702 +10%
29 30
31
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