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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
WealthSource Partners
California
$317K +$14.4K +89 +5%
SC
1027
Savant Capital
Illinois
$316K -$7.13K -44 -2%
TC
1028
Titleist Capital
Texas
$316K +$2.59K +16 +0.8%
WSTAM
1029
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$322K +1,987 New
LIA
1030
LBMC Investment Advisors
Tennessee
$313K – – –
MMPW
1031
Mitchell McLeod Pugh & Williams
Alabama
$311K – – –
IA
1032
Inspire Advisors
Idaho
$310K -$46.7K -288 -13%
CCA
1033
Cobblestone Capital Advisors
New York
$310K – – –
BC
1034
Burney Company
Virginia
$310K +$9.72K +60 +3%
FC
1035
Ferris Capital
Massachusetts
$308K – – –
KBFS
1036
Kohmann Bosshard Financial Services
Ohio
$306K +$300K +1,850 New
PWP
1037
Principle Wealth Partners
Connecticut
$303K +$324 +2 +0.1%
BWM
1038
Baystate Wealth Management
Massachusetts
$303K +$1.46K +9 +0.5%
MCM
1039
MAI Capital Management
Ohio
$303K +$32.4K +200 +12%
DLCIG
1040
D.L. Carlson Investment Group
New Hampshire
$300K -$6.16K -38 -2%
HPWM
1041
Highland Private Wealth Management
Washington
$299K +$20.3K +125 +7%
RI
1042
Ridgewood Investments
New Jersey
$299K +$36.9K +228 +14%
SAM
1043
Strategy Asset Managers
California
$299K +$294K +1,812 New
LC
1044
Lindbrook Capital
California
$294K +$18.3K +113 +7%
VFA
1045
Valeo Financial Advisors
Indiana
$294K +$50.1K +309 +21%
NP
1046
NorthRock Partners
Minnesota
$293K +$288K +1,776 New
SA
1047
Syntax Advisors
New York
$292K +$25.8K +159 +10%
VCG
1048
Vantage Consulting Group
Virginia
$292K +$25.8K +159 +10%
CA
1049
CoreCap Advisors
Michigan
$291K -$159K -979 -36%
SDWMA
1050
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$1.3K -8 -0.5%
40 41
42
43 44