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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
STC
826
Sarah T. Connolly
$747K -$22.6K -145 -3%
SAG
827
SageView Advisory Group
California
$743K +$707K +4,529 New
STAS
828
Strong Tower Advisory Services
Minnesota
$723K -$1.56K -10 -0.2%
HFG
829
Heron Financial Group
New York
$721K +$8.59K +55 +1%
CG
830
Carmignac Gestion
France
$719K +$684K +4,384 New
RC
831
Reik & Co
New York
$716K – – –
EMG
832
ETF Managers Group
New Jersey
$713K +$28.7K +184 +4%
LC
833
Lindbrook Capital
California
$712K +$32.2K +206 +5%
MCM
834
MAI Capital Management
Ohio
$710K +$118K +757 +21%
CI
835
CX Institutional
Indiana
$706K +$242K +1,550 +56%
SB
836
Simmons Bank
Arkansas
$694K – – –
CA
837
Continuum Advisory
Idaho
$693K +$67.7K +434 +11%
MG
838
Mather Group
Illinois
$687K +$63.4K +406 +11%
OPS
839
Orion Portfolio Solutions
Nebraska
$683K +$141K +901 +28%
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$682K +$105K +674 +19%
BEI
841
Benjamin Edwards Inc
Missouri
$681K +$304K +1,945 +88%
TAM
842
Taurus Asset Management
New York
$678K – – –
GAM
843
Garrison Asset Management
Arkansas
$677K -$8.74K -56 -1%
CA
844
Claro Advisors
Massachusetts
$671K +$150K +960 +31%
IAIM
845
International Assets Investment Management
Florida
$669K +$3.3M +21,109 +740%
OWA
846
Outlook Wealth Advisors
Texas
$669K -$6.24K -40 -1%
IDBONY
847
Israel Discount Bank of New York
New York
$664K -$39.6K -254 -6%
SFA
848
Semmax Financial Advisors
North Carolina
$663K -$20.6K -132 -3%
MGIA
849
Moneta Group Investment Advisors
Missouri
$660K -$31.4K -201 -5%
SIA
850
SkyView Investment Advisors
New Jersey
$657K +$217K +1,391 +53%
32 33
34
35 36