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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1076
Central Trust Company
Missouri
$522K -$3.67K -17 -0.7%
LFM
1077
LGT Fund Management
Liechtenstein
$522K – – –
LAM
1078
Lakewood Asset Management
Illinois
$521K -$164K -761 -23%
A
1079
AustralianSuper
Australia
$520K +$557K +2,577 New
PT
1080
Plimoth Trust
Massachusetts
$520K – – –
PGA
1081
Portland Global Advisors
Maine
$517K -$313K -1,449 -36%
HWMG
1082
Hurlow Wealth Management Group
Indiana
$516K – – –
FFP
1083
FourThought Financial Partners
Florida
$516K -$51.9K -240 -9%
WSCM
1084
Wellington Shields Capital Management
New York
$514K – – –
PCS
1085
Personal CFO Solutions
New Jersey
$514K +$16.6K +77 +3%
SP
1086
Stablepoint Partners
Massachusetts
$513K -$1.73K -8 -0.3%
FIA
1087
Foundations Investment Advisors
Arizona
$509K -$7.35K -34 -1%
SC
1088
Scotia Capital
Ontario, Canada
$509K +$15.6K +72 +3%
RSWM
1089
Robertson Stephens Wealth Management
California
$506K +$199K +920 +58%
AIM
1090
Anchor Investment Management
South Carolina
$501K – – –
CWM
1091
Cornerstone Wealth Management
Missouri
$501K -$1.3K -6 -0.2%
VCM
1092
Voleon Capital Management
California
$498K -$1.5M -6,948 -74%
QWP
1093
Quotient Wealth Partners
Texas
$497K +$54K +250 +11%
HH
1094
Hilltop Holdings
Texas
$496K -$4.32K -20 -0.8%
VHAM
1095
Van Hulzen Asset Management
California
$494K -$70K -324 -12%
AA
1096
Alta Advisers
United Kingdom
$491K +$173K +800 +49%
HTC
1097
Haverford Trust Company
Pennsylvania
$490K +$9.51K +44 +2%
EWA
1098
EverSource Wealth Advisors
Alabama
$490K -$63.8K -295 -11%
SIA
1099
Sit Investment Associates
Minnesota
$488K – – –
PPWM
1100
Paragon Private Wealth Management
Kentucky
$482K +$91.2K +422 +21%
42 43
44
45 46