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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
976
Stiles Financial Services
Minnesota
$411K -$21.4K -137 -5%
VFA
977
Valeo Financial Advisors
Indiana
$408K +$61.2K +392 +19%
T
978
TOBAM
France
$406K +$34.8K +223 +10%
CCA
979
Cobblestone Capital Advisors
New York
$406K +$93.7K +600 +32%
AG
980
Ascent Group
Virginia
$401K +$124K +794 +48%
LA
981
Legacy Advisors
Pennsylvania
$400K +$91.9K +589 +32%
PA
982
Probity Advisors
Texas
$400K -$8.43K -54 -2%
WPC
983
Wedmont Private Capital
Pennsylvania
$399K -$24.5K -157 -6%
GLA
984
Good Life Advisors
Pennsylvania
$399K – – –
PT
985
Plimoth Trust
Massachusetts
$396K -$5.78K -37 -2%
OBWP
986
O'Brien Wealth Partners
Massachusetts
$396K +$2.65K +17 +0.7%
HT
987
Heritage Trust
Oklahoma
$394K +$33.4K +214 +10%
WSCM
988
Wellington Shields Capital Management
New York
$394K – – –
VCM
989
Virtue Capital Management
Tennessee
$391K +$372K +2,383 New
AC
990
ASB Consultores
Florida
$389K -$67.9K -435 -16%
MWM
991
Mission Wealth Management
California
$388K -$45.3K -290 -11%
SAM
992
Seelaus Asset Management
New Jersey
$388K – – –
BCM
993
Boltwood Capital Management
California
$385K +$366K +2,346 New
GAAM
994
Guinness Atkinson Asset Management
California
$384K – – –
TIMH
995
Tilt Investment Management Holdings
New York
$383K +$365K +2,336 New
HIIFS
996
Harel Insurance Investments & Financial Services
Israel
$383K +$366K +2,345 New
MPW
997
MA Private Wealth
California
$382K -$12.8K -82 -3%
PWLP
998
Prio Wealth Limited Partnership
Massachusetts
$382K – – –
IMOV
999
Investment Management of Virginia
Virginia
$380K -$36.1K -231 -9%
IP
1000
Investment Partners
Ohio
$380K -$364K -2,335 -50%
38 39
40
41 42