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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
776
B. Riley Wealth Advisors
Florida
$679K -$121K -767 -14%
EWA
777
EP Wealth Advisors
California
$676K +$505K +3,208 +226%
SCM
778
Salem Capital Management
Massachusetts
$675K -$120K -762 -14%
ACS
779
Archford Capital Strategies
Illinois
$674K +$72.1K +458 +11%
TWI
780
Thomas White International
Illinois
$671K -$142K -900 -16%
VCA
781
Verdence Capital Advisors
Maryland
$668K +$14.5K +92 +2%
CGL
782
Clarius Group LLC
Washington
$667K +$50.4K +320 +8%
QCG
783
Quadrant Capital Group
Ohio
$666K -$2.05K -13 -0.3%
BAM
784
Blueshift Asset Management
New Jersey
$661K +$713K +4,526 New
ACM
785
Advisors Capital Management
New Jersey
$657K +$17.3K +110 +3%
IDBONY
786
Israel Discount Bank of New York
New York
$653K +$45.3K +288 +7%
TCA
787
Transcend Capital Advisors
New Jersey
$647K +$169K +1,073 +32%
SP
788
Symmetry Partners
Connecticut
$646K – – –
RC
789
Reik & Co
New York
$638K – – –
APC
790
Aspire Private Capital
North Carolina
$635K +$7.56K +48 +1%
DHFB
791
Dixon Hubard Feinour & Brown
Virginia
$634K -$56.5K -359 -8%
STAS
792
Strong Tower Advisory Services
Minnesota
$634K +$25.3K +161 +4%
ESCM
793
Echo Street Capital Management
New York
$633K +$262K +1,662 +62%
LWM
794
Liberty Wealth Management
California
$629K +$2.68K +17 +0.4%
SFA
795
Sequoia Financial Advisors
Ohio
$626K +$8.66K +55 +1%
PL
796
Pluribus Labs
California
$624K +$328K +2,086 +95%
HFG
797
Heron Financial Group
New York
$620K +$48.8K +310 +8%
SB
798
Simmons Bank
Arkansas
$618K – – –
LC
799
Lindbrook Capital
California
$614K +$382K +2,424 +136%
GAM
800
Garrison Asset Management
Arkansas
$612K -$5.04K -32 -0.8%
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