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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Circle Wealth Management
New Jersey
$1.67M +$320K +808 +24%
LFA
1027
Legacy Financial Advisors
Kentucky
$1.65M +$73.6K +186 +5%
SWM
1028
Salvus Wealth Management
New Jersey
$1.65M -$3.74M -9,440 -69%
BJL
1029
Brighton Jones LLC
Washington
$1.63M +$145K +367 +10%
PCA
1030
Pallas Capital Advisors
Massachusetts
$1.63M -$77.2K -195 -5%
TSMHT
1031
Thurston Springer Miller Herd & Titak
Indiana
$1.63M +$241K +609 +17%
SGI
1032
Summit Global Investments
Utah
$1.63M +$817K +2,063 +102%
SAM
1033
Sagewood Asset Management
New York
$1.62M +$83.9K +212 +5%
SCM
1034
Sandler Capital Management
New York
$1.62M -$1.29M -3,269 -45%
CPWA
1035
Cerro Pacific Wealth Advisors
California
$1.61M -$4.75K -12 -0.3%
FPF
1036
First Pacific Financial
Washington
$1.61M -$74.8K -189 -4%
FFA
1037
Fairfield Financial Advisors
Massachusetts
$1.61M +$7.52K +19 +0.5%
RIG
1038
RiverFront Investment Group
Virginia
$1.6M +$524K +1,325 +49%
SB
1039
Simmons Bank
Arkansas
$1.6M -$32.9K -83 -2%
HIMC
1040
Heritage Investors Management Corp
Maryland
$1.59M -$164K -415 -9%
WIC
1041
WealthBridge Investment Counsel
Alberta, Canada
$1.58M +$1.1M +2,775 +228%
NA
1042
Navellier & Associates
Nevada
$1.58M – – –
I
1043
InceptionR
California
$1.58M -$77.2K -195 -5%
KCM
1044
Kathmere Capital Management
Pennsylvania
$1.58M +$56.6K +143 +4%
ALA
1045
Atlas Legacy Advisors
California
$1.58M +$143K +362 +10%
CAMG
1046
CWA Asset Management Group
Florida
$1.57M +$17K +43 +1%
JFGIW
1047
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.57M -$344K -868 -18%
PA
1048
PFW Advisors
Georgia
$1.56M -$291K -736 -16%
AMG
1049
Asset Management Group
Connecticut
$1.55M +$3.17K +8 +0.2%
MF
1050
Magnetar Financial
Illinois
$1.54M -$578K -1,460 -27%
40 41
42
43 44