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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
801
NorthRock Partners
Minnesota
$1.31M -$77.4K -350 -5%
TGCMU
802
Titan Global Capital Management USA
New York
$1.3M -$81.1K -367 -6%
NSIM
803
North Star Investment Management
Illinois
$1.3M – – –
FPWM
804
FSB Premier Wealth Management
Iowa
$1.29M +$227K +1,029 +20%
IHL
805
Investment House LLC
California
$1.29M -$1.62M -7,322 -55%
LSAG
806
Lake Street Advisors Group
New Hampshire
$1.28M -$61.7K -279 -4%
BC
807
Bowman & Company
Wisconsin
$1.27M -$227K -1,028 -15%
NBT
808
Northwest Bank & Trust
Iowa
$1.26M -$1.55K -7 -0.1%
NPT
809
Nixon Peabody Trust
Massachusetts
$1.26M +$10.4K +47 +0.8%
CT
810
Coastline Trust
Rhode Island
$1.25M +$884 +4 +0.1%
TAM
811
Trust Asset Management
Texas
$1.25M – – –
WBC
812
Westpac Banking Corp
Australia
$1.24M – – –
DA
813
Dillon & Associates
Michigan
$1.24M +$123K +555 +11%
DAS
814
Dynamic Advisor Solutions
Arizona
$1.24M -$97K -439 -7%
MGIA
815
Moneta Group Investment Advisors
Missouri
$1.24M +$266K +1,201 +26%
MCA
816
Magnolia Capital Advisors
Mississippi
$1.23M +$143K +647 +13%
FPF
817
First Pacific Financial
Washington
$1.23M -$221 -1 -0%
DWT
818
Dorsey & Whitney Trust
South Dakota
$1.23M -$321K -1,452 -20%
SFA
819
Semmax Financial Advisors
North Carolina
$1.23M +$93.1K +421 +8%
MFG
820
Merit Financial Group
Georgia
$1.23M +$366K +1,656 +40%
EWM
821
Evercore Wealth Management
New York
$1.23M – – –
WA
822
Waverly Advisors
Alabama
$1.23M +$610K +2,761 +92%
SIA
823
Soltis Investment Advisors
Utah
$1.22M +$47.5K +215 +4%
ZB
824
Zions Bancorporation
Utah
$1.21M +$363K +1,644 +40%
IWM
825
Iams Wealth Management
Nebraska
$1.21M +$27.6K +125 +2%
31 32
33
34 35