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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
801
Desjardins Global Asset Management
Quebec, Canada
$691K -$13.4K -83 -2%
IDBONY
802
Israel Discount Bank of New York
New York
$690K +$4.86K +30 +0.7%
STAS
803
Strong Tower Advisory Services
Minnesota
$690K +$78.1K +482 +13%
SWM
804
Shelton Wealth Management
Texas
$687K – – –
TAM
805
Taurus Asset Management
New York
$683K -$60.8K -375 -8%
SS
806
Sunbelt Securities
Texas
$679K -$10.7K -66 -2%
CFG
807
Citizens Financial Group
Rhode Island
$672K +$354K +2,188 +116%
CCG
808
Cypress Capital Group
Florida
$671K +$93.5K +577 +17%
OWA
809
Outlook Wealth Advisors
Texas
$667K +$655K +4,043 New
CC
810
Corton Capital
Ontario, Canada
$665K +$652K +4,025 New
ACS
811
Archford Capital Strategies
Illinois
$664K +$171K +1,054 +34%
GFA
812
Gifford Fong Associates
California
$661K – – –
EP
813
Eudaimonia Partners
Tennessee
$660K +$648K +3,997 New
GSWM
814
Greenup Street Wealth Management
Michigan
$659K +$647K +3,992 New
CT
815
Caldwell Trust
Florida
$657K +$14.1K +87 +2%
SPC
816
Sigma Planning Corp
Michigan
$653K +$49.3K +304 +8%
HFG
817
Heron Financial Group
New York
$650K -$57.4K -354 -8%
LAM
818
LifePro Asset Management
California
$650K +$59.9K +370 +10%
IP
819
Investment Partners
Ohio
$646K +$2.43K +15 +0.4%
SFA
820
Semmax Financial Advisors
North Carolina
$643K -$80.5K -497 -11%
EGM
821
Engineers Gate Manager
New York
$638K -$9.29M -57,367 -94%
P
822
Pitcairn
Pennsylvania
$627K +$31.4K +194 +5%
FRM
823
Fox Run Management
Connecticut
$625K +$139K +860 +29%
NRS
824
Neville Rodie & Shaw
New York
$620K -$324 -2 -0.1%
DF
825
Donoghue Forlines
Massachusetts
$616K -$379K -2,337 -39%
31 32
33
34 35