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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
926
Legacy Financial Advisors
Kentucky
$795K +$10.2K +48 +1%
KFP
927
KMG Fiduciary Partners
Ohio
$793K +$1.71K +8 +0.2%
LC
928
LCNB Corp
Ohio
$792K -$3.41K -16 -0.5%
HTC
929
Haverford Trust Company
Pennsylvania
$790K +$218K +1,020 +42%
MM
930
MQS Management
New York
$790K +$181K +846 +32%
ZB
931
Zions Bancorporation
Utah
$789K -$393K -1,842 -35%
HC
932
Hara Capital
Washington
$789K – – –
BIG
933
Brooklyn Investment Group
New York
$789K – – –
HFS
934
Heritage Financial Services
Massachusetts
$786K -$640 -3 -0.1%
BCM
935
Boltwood Capital Management
California
$785K +$3.2K +15 +0.4%
PIMG
936
Patriot Investment Management Group
Tennessee
$784K -$46.7K -219 -6%
SFFS
937
Stonehage Fleming Financial Services
Jersey
$783K +$732K +3,430 New
MC
938
Matisse Capital
Oregon
$780K – – –
FTC
939
Farmers Trust Company
Ohio
$775K -$16.4K -77 -2%
MMA
940
Miracle Mile Advisors
California
$774K +$1.07K +5 +0.1%
WA
941
Waverly Advisors
Alabama
$774K +$266K +1,247 +58%
KFSC
942
Keystone Financial Services (Colorado)
Colorado
$773K +$61.7K +289 +9%
TCPW
943
Twin City Private Wealth
North Carolina
$771K -$8.11K -38 -1%
TCOTS
944
Trust Company of the South
North Carolina
$769K – – –
LAM
945
Lakewood Asset Management
Illinois
$768K +$427 +2 +0.1%
MLL
946
Moody Lynn & Lieberson
Massachusetts
$764K -$11.1K -52 -2%
SIC
947
Sterling Investment Counsel
New York
$762K -$4.69K -22 -0.7%
AWM
948
Angeles Wealth Management
California
$756K +$104K +486 +17%
OAM
949
Ostrum Asset Management
France
$754K -$55K -258 -7%
CAMV
950
Concord Asset Management (Virginia)
Virginia
$754K +$81.9K +384 +13%
36 37
38
39 40