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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1051
Perpetual Ltd
Australia
$816K +$138K +550 +22%
SP
1052
SmartHarvest Portfolios
Washington
$815K +$755K +3,007 New
SACTSONJ
1053
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$814K – – –
OWA
1054
Outlook Wealth Advisors
Texas
$813K +$14.8K +59 +2%
NS
1055
NBC Securities
Alabama
$811K +$292K +1,164 +64%
AAMU
1056
AEGON Asset Management (UK)
United Kingdom
$811K – – –
IWA
1057
IVC Wealth Advisors
Pennsylvania
$809K -$2.26K -9 -0.3%
POIA
1058
Pin Oak Investment Advisors
Texas
$808K – – –
ES
1059
Eagle Strategies
New York
$807K -$115K -457 -13%
AFT
1060
Alpha Family Trust
California
$805K – – –
SC
1061
Scotia Capital
Ontario, Canada
$805K +$273K +1,087 +58%
SPC
1062
Spirepoint Private Client
Florida
$805K +$17.1K +68 +2%
FFS
1063
Founders Financial Securities
Maryland
$805K +$47.5K +189 +7%
AA
1064
Ancora Advisors
Ohio
$800K +$29.6K +118 +4%
CFA
1065
CWS Financial Advisors
Michigan
$800K +$166K +662 +29%
AP
1066
Anchyra Partners
Georgia
$797K +$738K +2,939 New
AI
1067
Accredited Investors
Minnesota
$796K -$33.4K -133 -4%
KP
1068
Keel Point
Alabama
$795K -$72.4K -288 -9%
VCM
1069
Voleon Capital Management
California
$794K -$2M -7,970 -73%
ARC
1070
Advisor Resource Council
Texas
$792K +$628K +2,501 New
KFA
1071
Kapstone Financial Advisors
Ohio
$791K +$46K +183 +7%
CAM
1072
Clark Asset Management
New Hampshire
$791K +$4.27K +17 +0.6%
BCM
1073
Brookstone Capital Management
Illinois
$788K +$52K +207 +8%
BCM
1074
Boltwood Capital Management
California
$783K +$8.54K +34 +1%
SM
1075
STF Management
Texas
$776K -$1.15M -4,578 -62%
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