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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
976
Howe & Rusling
New York
$109K +$76.9K +500 +245%
SBSB
977
Sullivan, Bruyette, Speros & Blaney
Virginia
$108K – – –
IAIM
978
International Assets Investment Management
Florida
$98K – – –
BWP
979
Baldwin Wealth Partners
Massachusetts
$97K – – –
SSB
980
Sandy Spring Bank
Maryland
$96K +$5.84K +38 +7%
CLOS
981
Compagnie Lombard Odier SCmA
Switzerland
$96K +$50K +325 +110%
RFA
982
Reilly Financial Advisors
California
$95K – – –
EIP
983
Ellis Investment Partners
Pennsylvania
$91K -$76.4K -497 -46%
TCWM
984
Total Clarity Wealth Management
Illinois
$90K +$89.2K +580 New
BWM
985
Baystate Wealth Management
Massachusetts
$89K -$13.7K -89 -13%
CSPIA
986
Cary Street Partners Investment Advisory
Virginia
$88K +$87.6K +570 New
PSB
987
Piscataqua Savings Bank
New Hampshire
$83K +$82.6K +537 New
KFS
988
Kelly Financial Services
Massachusetts
$82.4K +$461 +3 +0.6%
SIM
989
Sonora Investment Management
Arizona
$81K -$109K -708 -58%
VFA
990
Valeo Financial Advisors
Indiana
$81K +$7.99K +52 +11%
PP
991
Paloma Partners
Connecticut
$80K +$79.5K +517 New
SOW
992
State of Wyoming
Wyoming
$76K +$75.5K +491 New
ZB
993
Zions Bancorporation
Utah
$75K +$1.38K +9 +2%
MA
994
MCF Advisors
Kentucky
$72K +$3.38K +22 +5%
EFSCE
995
Enterprise Financial Services Corp (EFSC)
Missouri
$71K +$3.69K +24 +5%
AF
996
Allworth Financial
California
$68K -$3.38K -22 -5%
CHC
997
City Holding Co
West Virginia
$67K – – –
PFBT
998
Parkside Financial Bank & Trust
Missouri
$67K +$3.54K +23 +6%
GRP
999
Global Retirement Partners
California
$67K +$24.8K +161 +60%
GIA
1000
Goodwin Investment Advisory
Georgia
$65K +$64.7K +421 New
38 39
40
41 42