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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HLOC
826
H.L. Ormond & Company
North Carolina
$564K -$9.96K -63 -2%
RFC
827
Regions Financial Corp
Alabama
$563K -$15.5K -98 -2%
CT
828
Caldwell Trust
Florida
$558K -$3.95K -25 -0.6%
GFA
829
Gifford Fong Associates
California
$557K – – –
LFM
830
Lumina Fund Management
New York
$557K +$633K +4,000 New
ACM
831
Advisors Capital Management
New Jersey
$550K -$171K -1,084 -24%
CFG
832
Citizens Financial Group
Rhode Island
$549K -$4.11K -26 -0.7%
SIM
833
Sentry Investment Management
Wisconsin
$549K +$55.7K +352 +10%
SPC
834
Sigma Planning Corp
Michigan
$548K +$33.2K +210 +6%
SFA
835
Sequoia Financial Advisors
Ohio
$547K -$57.2K -362 -8%
NF
836
Norwood Financial
Pennsylvania
$547K – – –
ETH
837
Exos TFP Holdings
New York
$546K +$620K +3,922 New
CG
838
Caprock Group
Idaho
$537K +$98K +620 +19%
FCI
839
Financial Counselors Inc
Kansas
$536K – – –
AC
840
Avestar Capital
New York
$531K +$89.8K +568 +18%
QI
841
Qtron Investments
Massachusetts
$530K -$355K -2,246 -37%
CA
842
Continuum Advisory
Idaho
$528K +$28.3K +179 +5%
PTC
843
Private Trust Company
Ohio
$528K +$271K +1,713 +83%
MG
844
Mather Group
Illinois
$527K +$599K +3,785 New
XT
845
XTX Topco
Cayman Islands
$525K -$669K -4,231 -53%
NRS
846
Neville Rodie & Shaw
New York
$522K – – –
HM
847
Harvest Management
New York
$520K – – –
FCFC
848
First Commonwealth Financial Corp
Pennsylvania
$520K +$7.12K +45 +1%
EP
849
Eudaimonia Partners
Tennessee
$517K -$32.9K -208 -5%
ZCA
850
Zeke Capital Advisors
Pennsylvania
$517K +$64.4K +407 +12%
32 33
34
35 36