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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
801
Avestar Capital
New York
$442K -$63.1K -394 -13%
GAAM
802
Guinness Atkinson Asset Management
California
$436K +$60.4K +377 +17%
SWA
803
Sax Wealth Advisors
New Jersey
$435K – – –
SFA
804
Sequoia Financial Advisors
Ohio
$432K -$43.4K -271 -10%
BFA
805
Brendel Financial Advisors
New Hampshire
$432K – – –
PWLP
806
Prio Wealth Limited Partnership
Massachusetts
$431K +$48.9K +305 +14%
FMBTD
807
First Midwest Bank Trust Division
Illinois
$430K +$21.9K +137 +6%
SC
808
Shay Capital
New York
$430K +$400K +2,500 New
JSC
809
Jackson Square Capital
California
$427K +$46.5K +290 +13%
AAM
810
Aureus Asset Management
Massachusetts
$425K +$1.28K +8 +0.3%
GIA
811
Gladstone Institutional Advisory
Florida
$423K +$393K +2,455 New
SPC
812
Stewart & Patten Company
California
$422K – – –
ACS
813
Archford Capital Strategies
Illinois
$421K +$31.2K +195 +9%
GW
814
GW & Wade
Massachusetts
$419K +$156K +971 +66%
RWA
815
Ropes Wealth Advisors
Massachusetts
$417K +$388K +2,420 New
YWP
816
YorkBridge Wealth Partners
New York
$414K -$32K -200 -8%
MSA
817
Marino Stram & Associates
Massachusetts
$414K +$99K +618 +35%
WSCM
818
Wellington Shields Capital Management
New York
$413K -$2.56K -16 -0.7%
MFS
819
Mirabella Financial Services
United Kingdom
$411K +$382K +2,387 New
IIC
820
Integrated Investment Consultants
Michigan
$408K +$15.9K +99 +4%
MLL
821
Moody Lynn & Lieberson
Massachusetts
$401K +$20.8K +130 +6%
FWM
822
Frontier Wealth Management
Missouri
$400K +$372K +2,324 New
CI
823
CX Institutional
Indiana
$398K +$28.7K +179 +8%
SCM
824
Stonehearth Capital Management
Massachusetts
$396K – – –
MC
825
Maverick Capital
Texas
$392K +$365K +2,279 New
31 32
33
34 35