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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
826
Asset Management Group
Connecticut
$537K +$2.68K +17 +0.5%
LOAMS
827
Lombard Odier Asset Management (Switzerland)
Switzerland
$534K +$575K +3,653 New
RCG
828
Resource Consulting Group
Florida
$533K – – –
LC
829
LCNB Corp
Ohio
$529K +$18.9K +120 +3%
CA
830
Continuum Advisory
Idaho
$528K +$569K +3,614 New
SIM
831
Sentry Investment Management
Wisconsin
$524K -$110K -698 -16%
KFP
832
KMG Fiduciary Partners
Ohio
$523K +$157 +1 +0%
CWAG
833
Compton Wealth Advisory Group
Virginia
$519K -$164K -1,041 -23%
QCM
834
Quantinno Capital Management
New York
$517K +$213K +1,356 +62%
S
835
Seeyond
France
$514K -$11.2K -71 -2%
TAM
836
Townsend Asset Management
North Carolina
$513K +$553K +3,510 New
ACIM
837
Azimuth Capital Investment Management
Michigan
$511K +$551K +3,497 New
CWM
838
Circle Wealth Management
New Jersey
$509K -$257K -1,631 -32%
MC
839
Moors & Cabot
Massachusetts
$506K +$1.1K +7 +0.2%
CT
840
Cambridge Trust
Massachusetts
$504K -$137K -872 -20%
PWPS
841
Pinnacle Wealth Planning Services
Ohio
$503K -$16.4K -104 -3%
ZIG
842
Zullo Investment Group
Pennsylvania
$503K -$6.3K -40 -1%
IAN
843
Integrated Advisors Network
Texas
$503K +$95.6K +607 +21%
LNB
844
Ledyard National Bank
$501K -$5.67K -36 -1%
MC
845
Matisse Capital
Oregon
$499K – – –
SIP
846
Stoneridge Investment Partners
Pennsylvania
$497K – – –
CA
847
Clearstead Advisors
Ohio
$496K +$630 +4 +0.1%
IWA
848
IVC Wealth Advisors
Pennsylvania
$495K +$1.1K +7 +0.2%
BHBT
849
Burke & Herbert Bank & Trust
Virginia
$494K – – –
FF
850
FourThought Financial
Florida
$493K -$27.6K -175 -5%
32 33
34
35 36