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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1051
Pathway Financial Advisors
Vermont
$289K – – –
HL
1052
HeadInvest LLC
Maine
$289K +$24K +148 +9%
WWM
1053
Western Wealth Management
Colorado
$289K +$284K +1,750 New
WTA
1054
Washington Trust Advisors
Massachusetts
$288K -$60.8K -375 -18%
SCM
1055
Silvant Capital Management
Georgia
$288K – – –
ECM
1056
Evergreen Capital Management
Washington
$287K +$34K +210 +14%
CT
1057
Chicago Trust
Illinois
$285K +$5.99K +37 +2%
BAS
1058
Brown Advisory Securities
Maryland
$284K -$12.2K -75 -4%
RCAG
1059
Rehmann Capital Advisory Group
Michigan
$284K +$40K +247 +17%
CCT
1060
Capital City Trust
Florida
$283K +$18.6K +115 +7%
BFA
1061
Beaumont Financial Advisors
Massachusetts
$282K +$2.43K +15 +0.9%
IWC
1062
Integrated Wealth Concepts
Massachusetts
$282K +$10.4K +64 +4%
PAMG
1063
Patton Albertson Miller Group
Tennessee
$281K -$130K -800 -32%
GCM
1064
Gables Capital Management
Florida
$281K – – –
WFA
1065
Websterrogers Financial Advisors
South Carolina
$281K +$275K +1,699 New
HCP
1066
Hexagon Capital Partners
Arkansas
$278K – – –
HW
1067
Hancock Whitney
Mississippi
$275K -$3.89K -24 -1%
LA
1068
Legacy Advisors
Pennsylvania
$275K +$270K +1,667 New
WA
1069
WBH Advisory
Maryland
$272K +$275K +1,697 New
FC
1070
Forte Capital
New York
$271K – – –
GTAM
1071
Global Trust Asset Management
Florida
$271K – – –
EH
1072
Equitable Holdings
New York
$271K +$7.94K +49 +3%
HFM
1073
Harvest Fund Management
China
$270K -$21.1K -130 -7%
WMA
1074
Wealth Management Associates
New Jersey
$269K – – –
CC
1075
Courier Capital
New York
$267K +$262K +1,618 New
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