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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
901
J.M. Forbes & Co
Massachusetts
$921K -$157K -698 -15%
PWLP
902
Prio Wealth Limited Partnership
Massachusetts
$917K +$253K +1,125 +39%
HPC
903
HM Payson & Co
Maine
$912K -$61.7K -274 -6%
PGA
904
Portland Global Advisors
Maine
$912K – – –
PFPT
905
Pinnacle Financial Partners (Tennessee)
Tennessee
$909K +$142K +629 +19%
IAN
906
Integrated Advisors Network
Texas
$900K +$190K +843 +27%
VEA
907
Virtus ETF Advisers
New York
$900K +$881K +3,910 New
DT
908
Diversified Trust
Tennessee
$899K -$38.8K -172 -4%
BIA
909
Beacon Investment Advisors
Maryland
$893K – – –
IAIM
910
International Assets Investment Management
Florida
$888K +$31.8K +141 +4%
TCM
911
Twin Capital Management
Pennsylvania
$883K -$1.28M -5,673 -60%
OC
912
Oakworth Capital
Alabama
$880K +$134K +594 +18%
AMG
913
Asset Management Group
Connecticut
$880K +$2.7K +12 +0.3%
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$879K -$17.8K -79 -2%
NA
915
Navellier & Associates
Nevada
$877K -$39K -173 -4%
TCPW
916
Twin City Private Wealth
North Carolina
$876K +$96.4K +428 +13%
GAM
917
Garrison Asset Management
Arkansas
$874K -$53.6K -238 -6%
AC
918
Avestar Capital
New York
$870K +$63.3K +281 +8%
SGI
919
Summit Global Investments
Utah
$867K +$849K +3,766 New
NWMG
920
Nicholson Wealth Management Group
South Carolina
$867K +$849K +3,766 New
EFG
921
Everhart Financial Group
Ohio
$866K +$355K +1,577 +72%
PFT
922
Providence First Trust
Arizona
$862K – – –
P
923
Pitcairn
Pennsylvania
$856K -$158K -702 -16%
ECU
924
Eisler Capital (UK)
United Kingdom
$855K +$837K +3,713 New
RFC
925
Regions Financial Corp
Alabama
$837K -$4.96K -22 -0.6%
35 36
37
38 39