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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
901
Edgestream Partners
New Jersey
$1.37M +$907K +3,609 +251%
CCA
902
Checchi Capital Advisers
California
$1.37M -$28.1K -112 -2%
TCWM
903
Total Clarity Wealth Management
Illinois
$1.36M – – –
VWMG
904
Virginia Wealth Management Group
Virginia
$1.36M – – –
SIC
905
Sterling Investment Counsel
New York
$1.35M +$16.8K +67 +1%
FFO
906
Fiduciary Family Office
Florida
$1.35M +$268K +1,066 +27%
AC
907
Avestar Capital
New York
$1.34M +$62.8K +250 +5%
BB
908
Bell Bank
North Dakota
$1.34M -$71.4K -284 -5%
AFG
909
Atomi Financial Group
New York
$1.34M +$250K +997 +25%
SC
910
Stance Capital
Massachusetts
$1.34M -$139K -554 -10%
SHJ
911
Sharkey, Howes & Javer
Colorado
$1.33M -$77.6K -309 -6%
CNBT
912
Canandaigua National Bank & Trust
New York
$1.33M -$264K -1,051 -18%
WBC
913
Westpac Banking Corp
Australia
$1.33M +$49.5K +197 +4%
MWM
914
Mission Wealth Management
California
$1.33M -$8.29K -33 -0.7%
LIM
915
Leavell Investment Management
Alabama
$1.33M – – –
DS
916
DRW Securities
Illinois
$1.32M -$114K -454 -9%
HG
917
Harbor Group
New Hampshire
$1.32M – – –
PFW
918
Petros Family Wealth
Minnesota
$1.31M +$334K +1,329 +38%
PWM
919
Perigon Wealth Management
California
$1.3M +$205K +815 +20%
MWA
920
Meridian Wealth Advisors
Texas
$1.3M -$39.7K -158 -3%
CI
921
Cigna Investments
Connecticut
$1.3M -$11.8K -47 -1%
FMI
922
Frec Markets Inc
California
$1.3M +$1.2M +4,782 New
WPC
923
Wedmont Private Capital
Pennsylvania
$1.29M +$58.3K +232 +6%
WB
924
WesBanco Bank
West Virginia
$1.28M -$949K -3,777 -44%
PTFIS
925
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.28M +$1.19M +4,722 New
35 36
37
38 39