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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
801
Heron Financial Group
New York
$622K +$34.6K +219 +5%
LWM
802
Liberty Wealth Management
California
$616K +$18K +114 +3%
STAS
803
Strong Tower Advisory Services
Minnesota
$615K +$12K +76 +2%
VI
804
Versor Investments
New York
$613K +$696K +4,399 New
SFA
805
Semmax Financial Advisors
North Carolina
$612K -$23.4K -148 -3%
JMFC
806
J.M. Forbes & Co
Massachusetts
$609K +$183K +1,158 +36%
RC
807
Reik & Co
New York
$608K – – –
IDBONY
808
Israel Discount Bank of New York
New York
$599K -$26.6K -168 -4%
WB
809
WesBanco Bank
West Virginia
$596K -$159K -1,008 -19%
SCP
810
Stamos Capital Partners
California
$596K +$677K +4,280 New
SB
811
Simmons Bank
Arkansas
$590K – – –
SP
812
Symmetry Partners
Connecticut
$584K -$35.7K -226 -5%
GAM
813
Garrison Asset Management
Arkansas
$583K -$949 -6 -0.1%
SS
814
Sunbelt Securities
Texas
$580K -$3.16K -20 -0.5%
EMG
815
ETF Managers Group
New Jersey
$580K +$27.5K +174 +4%
DDC
816
DF Dent & Co
Maryland
$580K +$135K +854 +26%
LC
817
Lindbrook Capital
California
$576K -$10.6K -67 -2%
TAM
818
Taurus Asset Management
New York
$576K – – –
HSA
819
HBK Sorce Advisory
Pennsylvania
$576K +$23.4K +148 +4%
VEA
820
Virtus ETF Advisers
New York
$573K -$99.8K -631 -13%
OWA
821
Outlook Wealth Advisors
Texas
$573K -$2.06K -13 -0.3%
FIA
822
Foundations Investment Advisors
Arizona
$570K +$647K +4,090 New
SIA
823
Strategic Investment Advisors
Michigan
$567K -$330K -2,085 -34%
P
824
Pitcairn
Pennsylvania
$566K +$10.3K +65 +2%
BFM
825
Boothbay Fund Management
New York
$566K +$642K +4,061 New
31 32
33
34 35