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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
976
Sullivan, Bruyette, Speros & Blaney
Virginia
$108K – – –
IAIM
977
International Assets Investment Management
Florida
$98K – – –
BWP
978
Baldwin Wealth Partners
Massachusetts
$97K – – –
SSB
979
Sandy Spring Bank
Maryland
$96K +$5.84K +38 +7%
CLOS
980
Compagnie Lombard Odier SCmA
Switzerland
$96K +$50K +325 +110%
RFA
981
Reilly Financial Advisors
California
$95K – – –
EIP
982
Ellis Investment Partners
Pennsylvania
$91K -$76.4K -497 -46%
TCWM
983
Total Clarity Wealth Management
Illinois
$90K +$89.2K +580 New
BWM
984
Baystate Wealth Management
Massachusetts
$89K -$13.7K -89 -13%
CSPIA
985
Cary Street Partners Investment Advisory
Virginia
$88K +$87.6K +570 New
PSB
986
Piscataqua Savings Bank
New Hampshire
$83K +$82.6K +537 New
KFS
987
Kelly Financial Services
Massachusetts
$82.4K +$461 +3 +0.6%
SIM
988
Sonora Investment Management
Arizona
$81K -$109K -708 -58%
VFA
989
Valeo Financial Advisors
Indiana
$81K +$7.99K +52 +11%
PP
990
Paloma Partners
Connecticut
$80K +$79.5K +517 New
SOW
991
State of Wyoming
Wyoming
$76K +$75.5K +491 New
ZB
992
Zions Bancorporation
Utah
$75K +$1.38K +9 +2%
MA
993
MCF Advisors
Kentucky
$72K +$3.38K +22 +5%
EFSCE
994
Enterprise Financial Services Corp (EFSC)
Missouri
$71K +$3.69K +24 +5%
AF
995
Allworth Financial
California
$68K -$3.38K -22 -5%
CHC
996
City Holding Co
West Virginia
$67K – – –
PFBT
997
Parkside Financial Bank & Trust
Missouri
$67K +$3.54K +23 +6%
GRP
998
Global Retirement Partners
California
$67K +$24.8K +161 +60%
GIA
999
Goodwin Investment Advisory
Georgia
$65K +$64.7K +421 New
TF
1000
Tompkins Financial
New York
$63K – – –
38 39
40
41 42