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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFSC
926
Keystone Financial Services (Colorado)
Colorado
$836K +$55K +244 +7%
MMA
927
Miracle Mile Advisors
California
$827K +$46K +204 +6%
LFA
928
Legacy Financial Advisors
Kentucky
$825K +$22.8K +101 +3%
FAFN
929
First Affirmative Financial Network
Colorado
$824K +$64.9K +288 +9%
ACIM
930
Azimuth Capital Investment Management
Michigan
$816K +$67.6K +300 +9%
AWM
931
Axxcess Wealth Management
California
$816K +$212K +943 +36%
FCI
932
Financial Counselors Inc
Kansas
$813K +$9.46K +42 +1%
MC
933
Moors & Cabot
Massachusetts
$806K -$11.9K -53 -1%
KFP
934
KMG Fiduciary Partners
Ohio
$806K +$6.31K +28 +0.8%
PWM
935
Perigon Wealth Management
California
$804K +$81.8K +363 +12%
CIA
936
Compass Ion Advisors
Pennsylvania
$802K -$451 -2 -0.1%
AM
937
Account Management
Massachusetts
$801K -$282K -1,250 -26%
LC
938
LCNB Corp
Ohio
$798K – – –
HC
939
Hara Capital
Washington
$795K – – –
SIC
940
Sterling Investment Counsel
New York
$795K +$26.1K +116 +3%
HTC
941
Haverford Trust Company
Pennsylvania
$793K -$4.06K -18 -0.5%
EFA
942
Evernest Financial Advisors
Indiana
$787K -$284K -1,259 -27%
SFFS
943
Stonehage Fleming Financial Services
Jersey
$787K -$2.7K -12 -0.3%
MC
944
Matisse Capital
Oregon
$786K – – –
MWM
945
Mission Wealth Management
California
$785K +$70.7K +314 +10%
MOS
946
MGO One Seven
Ohio
$784K -$93.7K -416 -11%
FCP
947
Fidelis Capital Partners
Florida
$783K -$15.3K -68 -2%
FTC
948
Farmers Trust Company
Ohio
$782K – – –
AWM
949
Angeles Wealth Management
California
$779K +$16.4K +73 +2%
NLGIA
950
Nippon Life Global Investors Americas
New York
$778K -$327K -1,450 -30%
36 37
38
39 40