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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
951
Moody Lynn & Lieberson
Massachusetts
$776K +$5.63K +25 +0.7%
TCOTS
952
Trust Company of the South
North Carolina
$775K – – –
LI
953
LRI Investments
Florida
$774K +$804K +3,570 +4,577%
BHPW
954
Beverly Hills Private Wealth
California
$774K -$167K -743 -18%
LAM
955
Lakewood Asset Management
Illinois
$769K -$4.73K -21 -0.6%
ACM
956
Advisors Capital Management
New Jersey
$769K +$87K +386 +13%
CWM
957
Circle Wealth Management
New Jersey
$768K -$67.8K -301 -8%
BCM
958
Boltwood Capital Management
California
$762K -$29.3K -130 -4%
PIMG
959
Patriot Investment Management Group
Tennessee
$760K -$30K -133 -4%
MG
960
Mather Group
Illinois
$754K -$199K -884 -21%
SIA
961
SkyView Investment Advisors
New Jersey
$751K +$28.8K +128 +4%
GA
962
Geller Advisors
New York
$749K +$1.13K +5 +0.2%
GWM
963
Geneos Wealth Management
Colorado
$741K +$179K +796 +33%
SS
964
Sunbelt Securities
Texas
$738K +$5.63K +25 +0.8%
MI
965
Motiv8 Investments
Florida
$738K +$722K +3,206 New
ZIG
966
Zullo Investment Group
Pennsylvania
$738K -$7.21K -32 -1%
IWA
967
IVC Wealth Advisors
Pennsylvania
$736K -$11K -49 -2%
CAMG
968
CWA Asset Management Group
Florida
$736K +$720K +3,197 New
HFS
969
Heritage Financial Services
Massachusetts
$728K -$63.5K -282 -8%
NWAG
970
Net Worth Advisory Group
Utah
$727K +$712K +3,158 New
AWA
971
Aaron Wealth Advisors
Illinois
$726K +$197K +875 +38%
VAS
972
Vestmark Advisory Solutions
Massachusetts
$722K +$272K +1,207 +63%
CCG
973
Catalina Capital Group
California
$719K +$39.7K +176 +6%
SPC
974
Sigma Planning Corp
Michigan
$718K +$172K +765 +32%
MWA
975
Midland Wealth Advisors
Illinois
$717K +$72.6K +322 +12%
37 38
39
40 41