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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
751
Capital Counsel
New York
$2.54M -$754K -3,000 -24%
MWM
752
Mattern Wealth Management
Kansas
$2.54M -$7.29K -29 -0.3%
CNC
753
Citizens & Northern Corp
Pennsylvania
$2.52M +$546K +2,172 +31%
AIA
754
AIMZ Investment Advisors
California
$2.52M +$251 +1 +0%
MYIA
755
Mount Yale Investment Advisors
Colorado
$2.52M -$642K -2,554 -22%
DDC
756
DF Dent & Co
Maryland
$2.5M +$79.1K +315 +4%
CAM
757
Covenant Asset Management
New Jersey
$2.5M +$2.32M +9,218 New
LFAS
758
Level Four Advisory Services
Texas
$2.5M +$36.7K +146 +2%
SMTF
759
Sphera Management Technology Funds
Israel
$2.5M +$377K +1,500 +19%
ECM
760
Estabrook Capital Management
New York
$2.48M -$90.4K -360 -4%
PWS
761
Peterson Wealth Services
Utah
$2.48M -$21.5M -85,468 -90%
OL
762
one8zero8 LLC
North Carolina
$2.47M – – –
AC
763
AlphaCore Capital
California
$2.46M +$728K +2,896 +47%
FPWM
764
FSB Premier Wealth Management
Iowa
$2.45M +$97.5K +388 +4%
MPPLM
765
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.45M -$49.2K -196 -2%
SF
766
Summit Financial
New Jersey
$2.44M -$68.3K -272 -3%
TVWM
767
Tower View Wealth Management
Wisconsin
$2.43M -$36.2K -144 -2%
FNB
768
Farmers National Bank
Kentucky
$2.43M +$300K +1,194 +15%
BIG
769
Brooklyn Investment Group
New York
$2.42M +$910K +3,623 +70%
IIM
770
Intact Investment Management
Quebec, Canada
$2.41M -$477K -1,900 -18%
GIA
771
Gladstone Institutional Advisory
Florida
$2.41M -$27.1K -108 -1%
WMA
772
West Michigan Advisors
Michigan
$2.41M -$31.7K -126 -1%
SBFM
773
S-Bank Fund Management
Finland
$2.37M -$56K -223 -2%
DWM
774
Darwin Wealth Management
Florida
$2.36M -$174K -694 -7%
FCM
775
Fieldview Capital Management
Michigan
$2.32M -$1.9M -7,577 -47%
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