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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
776
Coppell Advisory Solutions
Texas
$1.16M +$159K +888 +18%
AAB
777
ABN AMRO Bank
Netherlands
$1.16M – – –
CIA
778
Compass Ion Advisors
Pennsylvania
$1.16M -$3.57K -20 -0.3%
SSI
779
Scott & Selber Inc
Texas
$1.16M -$12.7K -71 -1%
CAS
780
CTC Alternative Strategies
Illinois
$1.15M +$1.04M +5,800 New
SC
781
Syon Capital
California
$1.14M +$514K +2,876 +101%
PS
782
Principal Securities
Iowa
$1.13M +$1.02M +5,704 New
SHJ
783
Sharkey, Howes & Javer
Colorado
$1.13M – – –
CFCI
784
Comprehensive Financial Consultants Institutional
Indiana
$1.12M +$24.8K +139 +3%
CA
785
Claro Advisors
Massachusetts
$1.11M +$134K +751 +15%
FPF
786
First Pacific Financial
Washington
$1.11M -$11.4K -64 -1%
HWM
787
HB Wealth Management
Georgia
$1.1M -$305K -1,706 -23%
WIM
788
Waverton Investment Management
United Kingdom
$1.1M +$991K +5,550 New
VCA
789
Verdence Capital Advisors
Maryland
$1.1M -$15.9K -89 -2%
BF
790
BOK Financial
Oklahoma
$1.1M -$713K -3,994 -42%
NP
791
NorthRock Partners
Minnesota
$1.09M +$373K +2,088 +61%
NHT
792
New Hampshire Trust
New Hampshire
$1.07M – – –
UBG
793
United Bank (Georgia)
Georgia
$1.07M -$148K -827 -13%
PTC
794
Private Trust Company
Ohio
$1.07M -$47.1K -264 -5%
FHA
795
Flagship Harbor Advisors
Massachusetts
$1.06M -$2.32K -13 -0.2%
CI
796
Cigna Investments
Connecticut
$1.05M -$16.1K -90 -2%
IWM
797
Iams Wealth Management
Nebraska
$1.05M -$68.9K -386 -7%
MGIA
798
Moneta Group Investment Advisors
Missouri
$1.04M +$23.6K +132 +3%
LWAM
799
Legacy Wealth Asset Management
Minnesota
$1.04M -$2.68K -15 -0.3%
PCM
800
Pennsylvania Capital Management
Pennsylvania
$1.03M -$3.21K -18 -0.3%
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