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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1026
Innovative Portfolios
Indiana
$329K – – –
IA
1027
IFP Advisors
Florida
$329K +$9.75K +55 +3%
FC
1028
Ferris Capital
Massachusetts
$327K – – –
DLCIG
1029
D.L. Carlson Investment Group
New Hampshire
$326K -$3.01K -17 -0.9%
SIA
1030
SkyView Investment Advisors
New Jersey
$324K +$2.3M +13,007 New
PVH
1031
Psagot Value Holdings
Israel
$323K +$326K +1,840 New
PWP
1032
Principle Wealth Partners
Connecticut
$322K +$32.4K +183 +11%
BWM
1033
Baystate Wealth Management
Massachusetts
$321K +$297K +1,676 +1,125%
WP
1034
WealthSource Partners
California
$321K +$324K +1,828 New
BC
1035
Burney Company
Virginia
$319K – – –
WFI
1036
West Family Investments
California
$315K -$34.6K -195 -10%
BAS
1037
Brown Advisory Securities
Maryland
$313K -$296K -1,669 -48%
NICM
1038
Neo Ivy Capital Management
New York
$313K +$315K +1,778 New
LWM
1039
Laidlaw Wealth Management
New York
$311K +$313K +1,769 New
FAIM
1040
Financial Advocates Investment Management
Washington
$310K -$28K -158 -8%
SDWMA
1041
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K – – –
HFM
1042
Harvest Fund Management
China
$309K +$48.7K +275 +18%
SCM
1043
Silvant Capital Management
Georgia
$307K – – –
NAM
1044
NTV Asset Management
West Virginia
$302K -$107K -604 -26%
AWM
1045
Axxcess Wealth Management
California
$301K +$304K +1,713 New
GCM
1046
Gables Capital Management
Florida
$299K – – –
CT
1047
Chicago Trust
Illinois
$296K -$50.3K -284 -14%
HPWM
1048
Highland Private Wealth Management
Washington
$296K -$709 -4 -0.2%
BCP
1049
Blue Chip Partners
Michigan
$296K +$1.24K +7 +0.4%
HW
1050
Hancock Whitney
Mississippi
$296K +$5.49K +31 +2%
40 41
42
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