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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1026
Reik & Co
New York
$653K – – –
PGA
1027
Portland Global Advisors
Maine
$652K +$36K +173 +7%
KFA
1028
Kapstone Financial Advisors
Ohio
$651K – – –
CT
1029
Colonial Trust
South Carolina
$645K -$3.75K -18 -0.7%
HIP
1030
HUB Investment Partners
Texas
$644K +$564K +2,707 New
CPC
1031
Consolidated Planning Corp
Georgia
$644K +$355K +1,705 +171%
FIA
1032
Foundations Investment Advisors
Arizona
$642K +$36.4K +175 +7%
BAAM
1033
Baker Avenue Asset Management
California
$642K +$72.5K +348 +15%
SIM
1034
Stratos Investment Management
Ohio
$635K -$13.1K -63 -2%
CCM
1035
Chilton Capital Management
Texas
$635K – – –
WT
1036
Whittier Trust
California
$633K +$8.33K +40 +2%
VA
1037
VestGen Advisors
Illinois
$633K -$2.08K -10 -0.4%
CGL
1038
Clarius Group LLC
Washington
$631K -$73.9K -355 -12%
PT
1039
Plimoth Trust
Massachusetts
$624K +$9.79K +47 +2%
MFG
1040
MidWestOne Financial Group
Iowa
$620K +$70.2K +337 +15%
BHPW
1041
Beverly Hills Private Wealth
California
$616K -$56K -269 -9%
AAG
1042
Armstrong Advisory Group
Massachusetts
$616K – – –
IAG
1043
Ipsen Advisor Group
Arkansas
$615K +$68.1K +327 +14%
PPWM
1044
Paragon Private Wealth Management
Kentucky
$615K +$39.6K +190 +8%
IAIM
1045
International Assets Investment Management
Florida
$614K -$291K -1,397 -35%
MWA
1046
Midland Wealth Advisors
Illinois
$612K -$59.8K -287 -10%
CT
1047
Chicago Trust
Illinois
$609K +$187K +898 +54%
WTB
1048
Washington Trust Bank
Washington
$609K -$26.4K -127 -5%
SP
1049
Stablepoint Partners
Massachusetts
$609K +$3.12K +15 +0.6%
HWMG
1050
Hurlow Wealth Management Group
Indiana
$607K -$2.29K -11 -0.4%
40 41
42
43 44