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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1051
Riverwater Partners
Wisconsin
$250K +$269K +1,710 New
BHWM
1052
Bar Harbor Wealth Management
New Hampshire
$249K -$301K -1,910 -53%
GCM
1053
Gables Capital Management
Florida
$248K – – –
HCP
1054
Hexagon Capital Partners
Arkansas
$248K +$2.2K +14 +0.8%
CCT
1055
Capital City Trust
Florida
$245K -$5.04K -32 -2%
DLCIG
1056
D.L. Carlson Investment Group
New Hampshire
$244K -$22.8K -145 -8%
IWC
1057
Integrated Wealth Concepts
Massachusetts
$244K -$5.2K -33 -2%
PAMG
1058
Patton Albertson Miller Group
Tennessee
$243K -$6.3K -40 -2%
BTI
1059
Blue Trust Inc
Georgia
$243K +$232K +1,474 New
WWM
1060
Western Wealth Management
Colorado
$242K -$12.8K -81 -5%
BWP
1061
BSW Wealth Partners
Colorado
$241K +$12.6K +80 +5%
GTAM
1062
Global Trust Asset Management
Florida
$240K – – –
HFM
1063
Harvest Fund Management
China
$239K – – –
CC
1064
Corton Capital
Ontario, Canada
$236K -$380K -2,411 -60%
CNC
1065
Canandaigua National Corp
New York
$236K – – –
CC
1066
Courier Capital
New York
$236K – – –
BCP
1067
Blue Chip Partners
Michigan
$235K +$10.9K +69 +4%
WFA
1068
Websterrogers Financial Advisors
South Carolina
$234K -$15.6K -99 -6%
EH
1069
Equitable Holdings
New York
$233K -$7.71K -49 -3%
PP
1070
Patten & Patten
Tennessee
$233K – – –
DWA
1071
Douglass Winthrop Advisors
New York
$231K +$249K +1,579 New
MBT
1072
Montecito Bank & Trust
California
$229K – – –
SAI
1073
Systematic Alpha Investments
New Jersey
$229K – – –
CWS
1074
Confluence Wealth Services
Pennsylvania
$229K +$2.99K +19 +1%
MCM
1075
MV Capital Management
Maryland
$229K +$17.3K +110 +8%
41 42
43
44 45