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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
951
Dorsey & Whitney Trust
South Dakota
$2.05M -$163K -412 -7%
JSAM
952
J. Safra Asset Management
New York
$2.04M -$80.3K -203 -4%
DAS
953
Dynamic Advisor Solutions
Arizona
$2.04M -$282K -713 -12%
PWM
954
Perigon Wealth Management
California
$2.03M +$60.6K +153 +3%
EWM
955
Evercore Wealth Management
New York
$2.02M -$33.2K -84 -2%
BP
956
BNP Paribas
France
$2.02M -$38.4K -97 -2%
CT
957
Coastline Trust
Rhode Island
$2.02M -$176K -445 -8%
PCM
958
Pennsylvania Capital Management
Pennsylvania
$2.02M -$49.5K -125 -2%
SAG
959
SageView Advisory Group
California
$2M -$37.6K -95 -2%
VWMG
960
Virginia Wealth Management Group
Virginia
$2M – – –
ZBNA
961
Zions Bancorporation, National Association
Utah
$2M +$807K +2,040 +68%
CWA
962
Crux Wealth Advisors
California
$2M -$81.9K -207 -4%
PFM
963
Potomac Fund Management
Florida
$1.98M +$175K +441 +10%
AIA
964
AssuredPartners Investment Advisors
Florida
$1.98M -$116K -294 -6%
MCA
965
Magnolia Capital Advisors
Mississippi
$1.97M -$284K -718 -13%
JKA
966
Jones Kertz & Associates
Minnesota
$1.97M -$194K -489 -9%
LIM
967
Leavell Investment Management
Alabama
$1.96M +$13.5K +34 +0.7%
NPT
968
Nixon Peabody Trust
Massachusetts
$1.95M -$14M -35,451 -88%
CIAM
969
Caitong International Asset Management
Hong Kong
$1.95M +$1.93M +4,879 +16,263%
KCM
970
Kornitzer Capital Management
Kansas
$1.95M -$3.76M -9,500 -66%
SM
971
Sciencast Management
New Jersey
$1.94M +$1.93M +4,881 New
HG
972
Harbor Group
New Hampshire
$1.93M – – –
DDC
973
DF Dent & Co
Maryland
$1.92M +$36.4K +92 +2%
IIA
974
IPG Investment Advisors
California
$1.92M +$1.92M +4,840 New
AWM
975
Angeles Wealth Management
California
$1.92M +$222K +561 +13%
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