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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1051
Wealth Alliance
New York
$542K +$234K +1,059 +71%
TPI
1052
Trust Point Inc
Wisconsin
$541K -$15.7K -71 -3%
NRS
1053
Neville Rodie & Shaw
New York
$533K – – –
CWM
1054
Cornerstone Wealth Management
Missouri
$529K -$22.5K -102 -4%
AIM
1055
Anchor Investment Management
South Carolina
$528K – – –
HH
1056
Hilltop Holdings
Texas
$527K +$1.33K +6 +0.2%
SIM
1057
Stratos Investment Management
Ohio
$526K +$29.4K +133 +6%
IA
1058
IFP Advisors
Florida
$525K +$47.8K +216 +10%
PCS
1059
Personal CFO Solutions
New Jersey
$525K +$5.08K +23 +0.9%
NG
1060
Norden Group
Utah
$522K +$22.3K +101 +4%
SC
1061
Scotia Capital
Ontario, Canada
$521K -$909K -4,111 -63%
BWP
1062
Burling Wealth Partners
Illinois
$515K +$536K +2,426 New
SIA
1063
Sit Investment Associates
Minnesota
$514K – – –
PPWP
1064
Premier Path Wealth Partners
New Jersey
$509K -$24.3K -110 -4%
FFS
1065
Founders Financial Securities
Maryland
$508K +$9.29K +42 +2%
HTC
1066
Haverford Trust Company
Pennsylvania
$507K -$234K -1,059 -31%
PA
1067
Probity Advisors
Texas
$505K -$17.2K -78 -3%
CC
1068
Callan Capital
California
$505K -$33.4K -151 -6%
JFG
1069
Jefferies Financial Group
New York
$502K -$3.57M -16,138 -87%
WWA
1070
Wingate Wealth Advisors
Massachusetts
$502K +$522K +2,362 New
SQA
1071
Simon Quick Advisors
New Jersey
$501K +$135K +611 +35%
TCA
1072
Transcend Capital Advisors
New Jersey
$500K +$5.75K +26 +1%
IFG
1073
Independent Financial Group
California
$498K +$9.06K +41 +2%
OBWP
1074
O'Brien Wealth Partners
Massachusetts
$497K – – –
LNB
1075
Ledyard National Bank
$497K -$94.8K -429 -15%
41 42
43
44 45