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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
801
Eudaimonia Partners
Tennessee
$182K -$2.64K -24 -2%
BWM
802
BerganKDV Wealth Management
Minnesota
$181K +$2.31K +21 +1%
FC
803
FORA Capital
Florida
$175K +$156K +1,423 New
BL
804
Balentine LLC
Georgia
$165K -$11.8K -107 -7%
MCM
805
MV Capital Management
Maryland
$159K – – –
RA
806
Rational Advisors
New York
$156K +$139K +1,268 New
FA
807
Fortis Advisors
Pennsylvania
$153K +$82.4K +750 +150%
QCMC
808
Quantum Capital Management (California)
California
$148K -$58.1K -529 -30%
RG
809
Retirement Group
California
$143K +$128K +1,165 New
TH
810
TCTC Holdings
Texas
$142K +$127K +1,160 New
LC
811
Lindbrook Capital
California
$136K -$4.5K -41 -4%
NSB
812
Norway Savings Bank
Maine
$135K +$86.8K +790 +255%
IA
813
IndexIQ Advisors
New York
$134K +$120K +1,089 New
TSW
814
Thompson Siegel & Walmsley
Virginia
$132K +$3.29K +30 +3%
ED
815
Exane Derivatives
France
$131K -$41.8K -381 -26%
IA
816
IFP Advisors
Florida
$130K +$30.4K +277 +34%
C
817
Cerebellum
California
$130K +$160K +1,457 New
EIP
818
Ellis Investment Partners
Pennsylvania
$129K +$118K +1,075 New
RWB
819
RMR Wealth Builders
New Jersey
$127K +$113K +1,033 New
SIM
820
Sonora Investment Management
Arizona
$126K +$15.7K +143 +16%
RWA
821
Ropes Wealth Advisors
Massachusetts
$122K – – –
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$121K +$1.1K +10 +1%
SBSB
823
Sullivan, Bruyette, Speros & Blaney
Virginia
$117K +$105K +957 New
AIL
824
AGF Investments LLC
Ontario, Canada
$116K -$24.3K -221 -19%
SFPG
825
Stonebridge Financial Planning Group
Florida
$115K – – –
31 32
33
34 35