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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
776
FORA Capital
Florida
$1.59M -$418K -1,935 -20%
MCM
777
MAI Capital Management
Ohio
$1.59M -$14K -65 -0.8%
UF
778
Univest Financial
Pennsylvania
$1.59M +$83.9K +388 +5%
BFG
779
Beacon Financial Group
Texas
$1.57M +$21.6K +100 +1%
CP
780
CenterBook Partners
Connecticut
$1.55M +$1.66M +7,703 New
GWA
781
Gratus Wealth Advisors
Virginia
$1.52M -$66.6K -308 -4%
GAA
782
Green Alpha Advisors
Colorado
$1.52M +$445K +2,061 +38%
JCM
783
Janney Capital Management
Pennsylvania
$1.52M -$67.6K -313 -4%
GS
784
GTS Securities
Florida
$1.51M -$3.75M -17,375 -70%
BPIM
785
Brant Point Investment Management
New York
$1.51M -$21.4K -99 -1%
VA
786
Valmark Advisers
Ohio
$1.51M -$17.7K -82 -1%
SM
787
STF Management
Texas
$1.5M -$3.24K -15 -0.2%
AG
788
AIA Group
Hong Kong
$1.5M +$164K +758 +11%
BC
789
Bowman & Company
Wisconsin
$1.5M +$318K +1,471 +25%
NWMG
790
Nicholson Wealth Management Group
South Carolina
$1.5M +$15.1K +70 +1%
LAI
791
Legal Advantage Investments
California
$1.47M – – –
LFAS
792
Level Four Advisory Services
Texas
$1.47M +$10.2K +47 +0.7%
DADC
793
D.A. Davidson & Co
Montana
$1.45M +$161K +743 +11%
PAM
794
Pinpoint Asset Management
Hong Kong
$1.45M +$1.56M +7,200 New
NB
795
Nicolet Bankshares
Wisconsin
$1.45M -$161K -744 -9%
PBK
796
Peoples Bank (Kansas)
Kansas
$1.39M -$9.72K -45 -0.6%
CNBT
797
Canandaigua National Bank & Trust
New York
$1.36M -$57.9K -268 -4%
DIA
798
Dana Investment Advisors
Wisconsin
$1.35M -$27.9K -129 -2%
FPWM
799
FSB Premier Wealth Management
Iowa
$1.35M +$134K +619 +10%
SWA
800
Sax Wealth Advisors
New Jersey
$1.35M +$23.3K +108 +2%
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