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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
776
Applied Finance Capital Management
Puerto Rico
$1.36M +$1.27M +5,945 New
LSAG
777
Lake Street Advisors Group
New Hampshire
$1.35M +$10.5K +49 +0.8%
CT
778
Coastline Trust
Rhode Island
$1.35M – – –
NPT
779
Nixon Peabody Trust
Massachusetts
$1.34M -$7.47K -35 -0.6%
CA
780
Claro Advisors
Massachusetts
$1.34M +$3.41K +16 +0.3%
TAM
781
Trust Asset Management
Texas
$1.34M – – –
SC
782
Savant Capital
Illinois
$1.33M +$312K +1,462 +33%
UBG
783
United Bank (Georgia)
Georgia
$1.32M +$25.8K +121 +2%
EWM
784
Evercore Wealth Management
New York
$1.32M -$80.7K -378 -6%
CFCI
785
Comprehensive Financial Consultants Institutional
Indiana
$1.32M +$22K +103 +2%
NBT
786
Northwest Bank & Trust
Iowa
$1.32M -$57.6K -270 -4%
FPF
787
First Pacific Financial
Washington
$1.32M +$22.4K +105 +2%
IWM
788
Iams Wealth Management
Nebraska
$1.31M +$32.6K +153 +3%
SSWM
789
Sheets Smith Wealth Management
North Carolina
$1.3M +$213 +1 +0%
HIMC
790
Heritage Investors Management Corp
Maryland
$1.29M -$12.2K -57 -1%
CPWA
791
Cerro Pacific Wealth Advisors
California
$1.29M +$1.2M +5,642 New
WBC
792
Westpac Banking Corp
Australia
$1.29M +$209K +981 +21%
GAA
793
Green Alpha Advisors
Colorado
$1.28M -$174K -816 -13%
PA
794
PFW Advisors
Georgia
$1.28M -$88.3K -414 -7%
CT
795
Caldwell Trust
Florida
$1.28M -$11.5K -54 -1%
PI
796
Point72 Italy
Italy
$1.28M +$1.2M +5,603 New
BCV
797
Banque Cantonale Vaudoise
Switzerland
$1.28M -$4.21M -19,734 -78%
UAML
798
US Asset Management LLC
Pennsylvania
$1.27M -$53.6K -251 -4%
VCA
799
Verdence Capital Advisors
Maryland
$1.27M +$8.75K +41 +0.7%
IIM
800
Intact Investment Management
Quebec, Canada
$1.26M +$1.18M +5,540 New
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