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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
776
Proficio Capital Partners
Massachusetts
$4.03M -$786K -1,985 -16%
BIA
777
Baer Investment Advisory
California
$4.03M -$890K -2,248 -18%
HWMO
778
Heritage Wealth Management (Ohio)
Ohio
$4.02M -$67.7K -171 -2%
RT
779
Rockland Trust
Massachusetts
$4.02M -$197K -497 -5%
NWM
780
Northcape Wealth Management
New York
$3.95M -$1.74M -4,396 -31%
OWP
781
Obermeyer Wealth Partners
Colorado
$3.95M +$41.6K +105 +1%
PCM
782
Polymer Capital Management
New York
$3.93M +$2.42M +6,125 +163%
SWG
783
Summit Wealth Group
Vermont
$3.92M – – –
ISB
784
Iowa State Bank
Iowa
$3.91M -$21K -53 -0.5%
VI
785
Vestcor Inc
New Brunswick, Canada
$3.83M -$113K -286 -3%
LGA
786
Lebenthal Global Advisors
New York
$3.79M +$78.4K +198 +2%
DI
787
DAGCO Inc
Ohio
$3.78M +$1.98K +5 +0.1%
WFC
788
Western Financial Corp
California
$3.77M +$129K +326 +4%
VNA
789
Valley National Advisers
Pennsylvania
$3.76M -$220K -556 -6%
SMTF
790
Sphera Management Technology Funds
Israel
$3.76M -$303K -765 -7%
MWM
791
Mattern Wealth Management
Kansas
$3.73M +$93K +235 +3%
NB
792
NBT Bank
New York
$3.73M -$7.92K -20 -0.2%
CC
793
Capital Counsel
New York
$3.71M – – –
SWM
794
Spire Wealth Management
Virginia
$3.7M +$801K +2,023 +28%
BAM
795
BCV Asset Management
$3.7M – – –
PWA
796
Phoenix Wealth Advisors
North Carolina
$3.67M -$73.6K -186 -2%
FNT
797
First National Trust
Pennsylvania
$3.66M -$370K -934 -9%
TS
798
Triglav Skladi
Slovenia
$3.63M +$2.57M +6,500 +245%
ECM
799
Estabrook Capital Management
New York
$3.63M -$3.56K -9 -0.1%
UBP
800
Union Bancaire Privee
Switzerland
$3.63M -$311K -785 -8%
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