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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
851
Geneos Wealth Management
Colorado
$336K -$557K -3,476 -64%
OPS
852
Orion Portfolio Solutions
Nebraska
$336K – – –
MWM
853
Mission Wealth Management
California
$336K +$320 +2 +0.1%
SWM
854
SeaCrest Wealth Management
New York
$333K +$8.97K +56 +3%
WTC
855
WhitTier Trust Company
Nevada
$333K +$27.2K +170 +10%
HI
856
Harbour Investments
Wisconsin
$333K +$192K +1,200 +164%
CC
857
Centiva Capital
New York
$332K +$309K +1,926 New
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$331K +$25.6K +160 +9%
CFG
859
Citizens Financial Group
Rhode Island
$328K – – –
FMLI
860
Fukoku Mutual Life Insurance
Japan
$327K – – –
LIA
861
LBMC Investment Advisors
Tennessee
$326K +$303K +1,892 New
FCI
862
Financial Counselors Inc
Kansas
$325K -$27.6K -172 -8%
BP
863
BBR Partners
New York
$325K -$17.5K -109 -5%
MMPW
864
Mitchell McLeod Pugh & Williams
Alabama
$325K – – –
WA
865
Wealth Alliance
New York
$325K +$24.5K +153 +9%
CCA
866
Cobblestone Capital Advisors
New York
$323K – – –
FCH
867
Freestone Capital Holdings
Washington
$321K +$40.5K +253 +16%
HCP
868
Hexagon Capital Partners
Arkansas
$320K +$18.4K +115 +7%
AL
869
Aspiriant LLC
California
$318K +$58.6K +366 +25%
BC
870
Burney Company
Virginia
$317K +$295K +1,844 New
BOS
871
Bingham Osborn & Scarborough
California
$312K +$76.9K +480 +36%
TVWM
872
Tower View Wealth Management
Wisconsin
$311K -$15.4K -96 -5%
DWT
873
Dorsey & Whitney Trust
South Dakota
$307K -$237K -1,477 -45%
DLCIG
874
D.L. Carlson Investment Group
New Hampshire
$307K -$4.65K -29 -2%
MWPCG
875
Measured Wealth Private Client Group
New Hampshire
$306K +$3.36K +21 +1%
33 34
35
36 37