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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
901
Fiduciary Alliance
South Carolina
$1.04M +$15.8K +76 +2%
CCM
902
Crew Capital Management
Ohio
$1.03M +$898K +4,313 New
CAMG
903
CWA Asset Management Group
Florida
$1.03M -$47.7K -229 -5%
APW
904
Aventura Private Wealth
Florida
$1.02M -$3.54K -17 -0.4%
TFA
905
Transamerica Financial Advisors
Florida
$1.01M -$150K -719 -14%
SAG
906
SageView Advisory Group
California
$1.01M +$12.9K +62 +1%
HFA
907
Hutchinson Financial Advisors
Virginia
$1M +$879K +4,221 New
BTI
908
Blue Trust Inc
Georgia
$1M +$111K +531 +14%
LI
909
LMCG Investments
Massachusetts
$1,000K -$4.37K -21 -0.5%
MDA
910
Minot DeBlois Advisors
Massachusetts
$992K +$38.7K +186 +5%
FNB
911
Farmers National Bank
Kentucky
$986K +$71.4K +343 +9%
MOS
912
MGO One Seven
Ohio
$985K +$177K +852 +26%
WCM
913
Weaver Capital Management
Georgia
$984K +$5K +24 +0.6%
DT
914
Diversified Trust
Tennessee
$983K -$58.5K -281 -6%
DA
915
Dillon & Associates
Michigan
$981K -$273K -1,311 -24%
WAP
916
Wealthcare Advisory Partners
Pennsylvania
$975K -$63.1K -303 -7%
WPC
917
Wedmont Private Capital
Pennsylvania
$962K -$67.3K -323 -8%
NAS
918
Nicolet Advisory Services
Wisconsin
$954K +$22.7K +109 +3%
TAP
919
Tounjian Advisory Partners
Florida
$952K -$11.7K -56 -1%
GFA
920
Gifford Fong Associates
California
$952K – – –
WANY
921
Wealthspire Advisors (New York)
New York
$952K -$45.6K -219 -5%
SB
922
Simmons Bank
Arkansas
$951K -$21.9K -105 -3%
MWP
923
Meriwether Wealth & Planning
Louisiana
$950K -$23.3K -112 -3%
SC
924
Syon Capital
California
$948K -$237K -1,138 -22%
MCM
925
Manchester Capital Management
Vermont
$937K -$2.29K -11 -0.3%
35 36
37
38 39