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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
776
Monumental Financial Group
Maryland
$1.14M -$32.9K -171 -3%
HIMC
777
Heritage Investors Management Corp
Maryland
$1.13M -$76.9K -400 -7%
SSWM
778
Sheets Smith Wealth Management
North Carolina
$1.12M +$1.09M +5,688 New
SHJ
779
Sharkey, Howes & Javer
Colorado
$1.12M – – –
CFCI
780
Comprehensive Financial Consultants Institutional
Indiana
$1.12M +$2.31K +12 +0.2%
UBG
781
United Bank (Georgia)
Georgia
$1.12M +$54.4K +283 +5%
CT
782
Caldwell Trust
Florida
$1.12M +$274K +1,427 +34%
FPF
783
First Pacific Financial
Washington
$1.12M +$12.7K +66 +1%
MCM
784
MAI Capital Management
Ohio
$1.12M +$94.8K +493 +10%
P
785
&Partners
Tennessee
$1.11M +$1.06M +5,522 New
SAM
786
Smartleaf Asset Management
Massachusetts
$1.1M -$36.5K -190 -3%
HWM
787
HB Wealth Management
Georgia
$1.1M – – –
LGF
788
LGT Group Foundation
Liechtenstein
$1.1M -$27.7M -143,845 -96%
WIM
789
Waverton Investment Management
United Kingdom
$1.1M – – –
VCA
790
Verdence Capital Advisors
Maryland
$1.09M -$5.77K -30 -0.5%
PTC
791
Private Trust Company
Ohio
$1.07M +$8.85K +46 +0.9%
BF
792
BOK Financial
Oklahoma
$1.07M -$19.8K -103 -2%
MGIA
793
Moneta Group Investment Advisors
Missouri
$1.06M +$23.8K +124 +2%
FHA
794
Flagship Harbor Advisors
Massachusetts
$1.06M +$1.92K +10 +0.2%
PAG
795
Private Advisory Group
Washington
$1.06M -$1.86M -9,679 -64%
NHT
796
New Hampshire Trust
New Hampshire
$1.06M -$8.85K -46 -0.9%
SFG
797
SevenBridge Financial Group
Pennsylvania
$1.05M +$21.9K +114 +2%
IWM
798
Iams Wealth Management
Nebraska
$1.05M +$56.5K +294 +6%
ZB
799
Zions Bancorporation
Utah
$1.05M -$285K -1,481 -22%
LWAM
800
Legacy Wealth Asset Management
Minnesota
$1.05M +$13.7K +71 +1%
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