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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1026
Heritage Financial Services
Massachusetts
$264K -$49.2K -311 -14%
LIA
1027
LBMC Investment Advisors
Tennessee
$264K – – –
CT
1028
Cambridge Trust
Massachusetts
$263K -$247K -1,560 -45%
IPAM
1029
ICICI Prudential Asset Management
India
$263K +$53.4K +338 +22%
NP
1030
NorthRock Partners
Minnesota
$263K +$298K +1,887 New
LA
1031
Latitude Advisors
Florida
$261K -$3K -19 -1%
CCA
1032
Cobblestone Capital Advisors
New York
$261K – – –
NIMI
1033
Natixis Investment Managers International
France
$261K +$17.4K +110 +6%
HIC
1034
Hartline Investment Corp
Illinois
$261K +$297K +1,877 New
PIM
1035
Perpetual Investment Management
Australia
$259K – – –
KBFS
1036
Kohmann Bosshard Financial Services
Ohio
$258K – – –
LA
1037
Legacy Advisors
Pennsylvania
$258K +$5.06K +32 +2%
PWP
1038
Principle Wealth Partners
Connecticut
$256K – – –
DA
1039
DSC Advisors
Illinois
$256K +$290K +1,835 New
OR
1040
Olympiad Research
Connecticut
$253K +$287K +1,816 New
RI
1041
Ridgewood Investments
New Jersey
$252K – – –
T
1042
TNF
Montana
$251K – – –
GWMI
1043
Guardian Wealth Management (Illinois)
Illinois
$251K +$3.16K +20 +1%
SAM
1044
Strategy Asset Managers
California
$251K +$285K +1,802 New
DGAM
1045
Desjardins Global Asset Management
Quebec, Canada
$247K +$8.22K +52 +3%
FCH
1046
Freestone Capital Holdings
Washington
$246K -$28.6K -181 -9%
SDWMA
1047
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K -$316 -2 -0.1%
PAMG
1048
Patton Albertson Miller Group
Tennessee
$245K +$15.5K +98 +6%
TC
1049
Titleist Capital
Texas
$244K -$43.5K -275 -14%
PFA
1050
Pathway Financial Advisors
Vermont
$243K – – –
40 41
42
43 44