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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
951
Phoenix Wealth Advisors
North Carolina
$776K -$1.48M -6,717 -65%
LI
952
LRI Investments
Florida
$775K – – –
RFC
953
Regions Financial Corp
Alabama
$765K -$7.52K -34 -0.9%
SC
954
Syon Capital
California
$759K -$255K -1,153 -24%
AWM
955
Axxcess Wealth Management
California
$754K +$663 +3 +0.1%
ACIM
956
Azimuth Capital Investment Management
Michigan
$754K – – –
GWM
957
Geneos Wealth Management
Colorado
$749K +$67.6K +306 +10%
ILI
958
Invesco LLC (Illinois)
Illinois
$748K +$171K +772 +28%
MWP
959
Meriwether Wealth & Planning
Louisiana
$747K +$778K +3,518 New
ALA
960
Atlas Legacy Advisors
California
$744K +$774K +3,502 New
CFG
961
Citizens Financial Group
Rhode Island
$743K +$197K +889 +34%
AWM
962
Angeles Wealth Management
California
$742K +$24.3K +110 +3%
MOS
963
MGO One Seven
Ohio
$742K +$19.2K +87 +3%
KFP
964
KMG Fiduciary Partners
Ohio
$741K -$2.43K -11 -0.3%
CIA
965
Compass Ion Advisors
Pennsylvania
$741K +$442 +2 +0.1%
LC
966
LCNB Corp
Ohio
$740K +$3.54K +16 +0.5%
CP
967
Canopy Partners
Ohio
$740K +$770K +3,484 New
HC
968
Hara Capital
Washington
$734K – – –
MC
969
Moors & Cabot
Massachusetts
$733K -$10.8K -49 -1%
MLL
970
Moody Lynn & Lieberson
Massachusetts
$731K +$15.5K +70 +2%
FAFN
971
First Affirmative Financial Network
Colorado
$730K -$32.1K -145 -4%
GM
972
GeoWealth Management
Illinois
$729K +$78.3K +354 +11%
AM
973
Account Management
Massachusetts
$729K -$11.1K -50 -1%
SFFS
974
Stonehage Fleming Financial Services
Jersey
$726K -$221 -1 -0%
MC
975
Matisse Capital
Oregon
$726K – – –
37 38
39
40 41