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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
776
Needham Investment Management
New York
$3.18M – – –
DWM
777
Darwin Wealth Management
Florida
$3.16M +$390K +1,225 +14%
HW
778
Hancock Whitney
Mississippi
$3.16M -$2.46M -7,735 -45%
VI
779
Vestcor Inc
New Brunswick, Canada
$3.16M +$82.1K +258 +3%
ISB
780
Iowa State Bank
Iowa
$3.15M +$20K +63 +0.6%
EHWM
781
Eads & Heald Wealth Management
Georgia
$3.15M -$181K -570 -5%
SWG
782
Summit Wealth Group
Vermont
$3.14M +$3.14M +9,879 New
OWP
783
Obermeyer Wealth Partners
Colorado
$3.13M – – –
CNC
784
Citizens & Northern Corp
Pennsylvania
$3.12M +$168K +529 +6%
IFU
785
iSAM Funds (UK)
United Kingdom
$3.12M +$3.12M +9,813 New
KFA
786
Krane Funds Advisors
New York
$3.1M +$729K +2,290 +31%
WMA
787
West Michigan Advisors
Michigan
$3.07M +$236K +743 +8%
BC
788
Broadwater Capital
Massachusetts
$3.06M – – –
MR
789
Munich Reinsurance
$3.06M -$9.03M -28,394 -75%
UBP
790
Union Bancaire Privee
Switzerland
$3.05M -$1.15M -3,625 -26%
DI
791
DAGCO Inc
Ohio
$3.02M -$15.3K -48 -0.5%
BAM
792
BCV Asset Management
$3M +$3M +9,426 New
PWA
793
Phoenix Wealth Advisors
North Carolina
$2.99M -$464K -1,458 -13%
NB
794
NBT Bank
New York
$2.99M -$102K -320 -3%
LFAS
795
Level Four Advisory Services
Texas
$2.98M +$53.5K +168 +2%
CC
796
Capital Counsel
New York
$2.97M – – –
LGA
797
Lebenthal Global Advisors
New York
$2.97M +$390K +1,225 +15%
VT
798
Vise Technologies
New York
$2.93M – – –
SF
799
Summit Financial
New Jersey
$2.93M +$59.8K +188 +2%
CNBT
800
Cornerstone National Bank & Trust
Illinois
$2.92M -$122K -382 -4%
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