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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1051
MOTCO
Texas
$242K +$118K +749 +76%
FPAS
1052
Focus Partners Advisor Solutions
Missouri
$242K +$275K +1,737 New
S
1053
Seeyond
France
$241K -$282K -1,785 -51%
WA
1054
Wealth Alliance
New York
$240K -$21K -133 -7%
IWM
1055
IHT Wealth Management
Illinois
$239K +$272K +1,718 New
TAM
1056
Townsend Asset Management
North Carolina
$238K -$285K -1,800 -51%
RT
1057
Rockland Trust
Massachusetts
$238K -$49.7K -314 -16%
USCWA
1058
U.S. Capital Wealth Advisors
Texas
$238K -$16K -101 -6%
HPWM
1059
Highland Private Wealth Management
Washington
$237K -$29.4K -186 -10%
GCM
1060
Gables Capital Management
Florida
$237K – – –
AG
1061
Ascent Group
Virginia
$236K -$16.8K -106 -6%
EWM
1062
EPG Wealth Management
Georgia
$236K +$39.7K +251 +17%
BHWM
1063
Bar Harbor Wealth Management
New Hampshire
$235K -$2.37K -15 -0.9%
CCT
1064
Capital City Trust
Florida
$234K – – –
HCP
1065
Hexagon Capital Partners
Arkansas
$233K -$3.79K -24 -1%
MCM
1066
MV Capital Management
Maryland
$232K +$14.7K +93 +6%
RWA
1067
Ropes Wealth Advisors
Massachusetts
$232K +$16.6K +105 +7%
RP
1068
Riverwater Partners
Wisconsin
$230K -$9.49K -60 -4%
BWP
1069
BSW Wealth Partners
Colorado
$230K +$316 +2 +0.1%
GTAM
1070
Global Trust Asset Management
Florida
$229K – – –
BDF
1071
Balasa Dinverno & Foltz
$227K +$258K +1,629 New
TFA
1072
Tranquilli Financial Advisor
New Jersey
$227K +$258K +1,631 New
WMA
1073
Wealth Management Associates
New Jersey
$227K -$19.8K -125 -7%
RWA
1074
Roberts Wealth Advisors
California
$226K +$8.38K +53 +4%
ITIM
1075
Indiana Trust & Investment Management
Indiana
$225K -$17.6K -111 -6%
41 42
43
44 45