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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
826
Liberty Wealth Management
California
$926K +$840K +4,686 New
AAIS
827
ABN AMRO Investment Solutions
$925K +$841K +4,690 New
LC
828
Lindbrook Capital
California
$923K +$60.6K +338 +8%
CGL
829
Clarius Group LLC
Washington
$922K -$29.6K -165 -3%
JMFC
830
J.M. Forbes & Co
Massachusetts
$922K -$4.84K -27 -0.6%
CI
831
CX Institutional
Indiana
$917K +$65.1K +363 +8%
HKAM
832
Horizon Kinetics Asset Management
New York
$916K -$26.9K -150 -3%
IWM
833
Iams Wealth Management
Nebraska
$912K +$179K +1,000 +27%
TWI
834
Thomas White International
Illinois
$906K – – –
CC
835
Chicago Capital
Illinois
$906K -$84.3K -470 -9%
STC
836
Sarah T. Connolly
$893K -$4.48K -25 -0.5%
FFM
837
Forum Financial Management
Illinois
$887K -$87.5K -488 -10%
LI
838
LMCG Investments
Massachusetts
$886K -$69.9K -390 -8%
HBT
839
Heartland Bank & Trust
Illinois
$885K -$171K -953 -18%
IAIM
840
International Assets Investment Management
Florida
$879K -$3.5M -19,506 -81%
STAS
841
Strong Tower Advisory Services
Minnesota
$875K +$5.02K +28 +0.6%
MGIA
842
Moneta Group Investment Advisors
Missouri
$874K +$105K +584 +15%
EMG
843
ETF Managers Group
New Jersey
$870K +$11.7K +65 +1%
ETH
844
Exos TFP Holdings
New York
$869K +$406K +2,264 +106%
HI
845
Horizon Investments
North Carolina
$868K -$407K -2,272 -34%
TCA
846
Transcend Capital Advisors
New Jersey
$861K -$89.6K -500 -10%
MCM
847
MAI Capital Management
Ohio
$855K +$1.43K +8 +0.2%
SAG
848
SageView Advisory Group
California
$854K -$35.3K -197 -4%
BEI
849
Benjamin Edwards Inc
Missouri
$853K +$31.6K +176 +4%
CFG
850
Citizens Financial Group
Rhode Island
$851K +$95.7K +534 +14%
32 33
34
35 36