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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
851
Caprock Group
Idaho
$338K -$75.1K -469 -19%
GWM
852
Geneos Wealth Management
Colorado
$336K -$557K -3,476 -64%
OPS
853
Orion Portfolio Solutions
Nebraska
$336K – – –
MWM
854
Mission Wealth Management
California
$336K +$320 +2 +0.1%
SWM
855
SeaCrest Wealth Management
New York
$333K +$8.97K +56 +3%
WTC
856
WhitTier Trust Company
Nevada
$333K +$27.2K +170 +10%
HI
857
Harbour Investments
Wisconsin
$333K +$192K +1,200 +164%
CC
858
Centiva Capital
New York
$332K +$309K +1,926 New
PWPS
859
Pinnacle Wealth Planning Services
Ohio
$331K +$25.6K +160 +9%
CFG
860
Citizens Financial Group
Rhode Island
$328K – – –
FMLI
861
Fukoku Mutual Life Insurance
Japan
$327K – – –
LIA
862
LBMC Investment Advisors
Tennessee
$326K +$303K +1,892 New
FCI
863
Financial Counselors Inc
Kansas
$325K -$27.6K -172 -8%
BP
864
BBR Partners
New York
$325K -$17.5K -109 -5%
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$325K – – –
WA
866
Wealth Alliance
New York
$325K +$24.5K +153 +9%
CCA
867
Cobblestone Capital Advisors
New York
$323K – – –
FCH
868
Freestone Capital Holdings
Washington
$321K +$40.5K +253 +16%
HCP
869
Hexagon Capital Partners
Arkansas
$320K +$18.4K +115 +7%
AL
870
Aspiriant LLC
California
$318K +$58.6K +366 +25%
BC
871
Burney Company
Virginia
$317K +$295K +1,844 New
BOS
872
Bingham Osborn & Scarborough
California
$312K +$76.9K +480 +36%
TVWM
873
Tower View Wealth Management
Wisconsin
$311K -$15.4K -96 -5%
DWT
874
Dorsey & Whitney Trust
South Dakota
$307K -$237K -1,477 -45%
DLCIG
875
D.L. Carlson Investment Group
New Hampshire
$307K -$4.65K -29 -2%
33 34
35
36 37