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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1101
Western Wealth Management
Colorado
$364K -$38K -213 -10%
MFIM
1102
Mesirow Financial Investment Management
Illinois
$364K +$327K +1,831 New
GAAM
1103
Guinness Atkinson Asset Management
California
$363K -$59.3K -332 -15%
HGERS
1104
Householder Group Estate & Retirement Specialist
Arizona
$362K – – –
OAM
1105
Ostrum Asset Management
France
$362K +$1.43K +8 +0.4%
PI
1106
Putnam Investments
Massachusetts
$361K – – –
MCCP
1107
Mission Creek Capital Partners
California
$361K – – –
RCAG
1108
Rehmann Capital Advisory Group
Michigan
$361K -$34.6K -194 -10%
KP
1109
Keel Point
Alabama
$360K +$714 +4 +0.2%
RI
1110
Ridgewood Investments
New Jersey
$360K +$1.79K +10 +0.6%
TCM
1111
Twin Capital Management
Pennsylvania
$359K -$1.85M -10,333 -85%
CC
1112
Callan Capital
California
$358K +$17.3K +97 +6%
PP
1113
PDS Planning
Ohio
$357K +$6.61K +37 +2%
MA
1114
MJP Associates
Connecticut
$357K +$61.6K +345 +24%
MIM
1115
Morningstar Investment Management
Illinois
$356K -$10.2K -57 -3%
BWM
1116
Blossom Wealth Management
California
$356K +$1.25K +7 +0.4%
MA
1117
MONECO Advisors
Connecticut
$356K +$3.93K +22 +1%
MWPCG
1118
Measured Wealth Private Client Group
New Hampshire
$354K – – –
BCM
1119
Blume Capital Management
California
$352K – – –
OPTFSNA
1120
Old Point Trust & Financial Services N A
Virginia
$352K +$87.5K +490 +38%
MCM
1121
MV Capital Management
Maryland
$352K +$7.32K +41 +2%
WA
1122
Wealth Alliance
New York
$351K +$10.9K +61 +4%
AWA
1123
Aaron Wealth Advisors
Illinois
$351K -$1.25K -7 -0.4%
CA
1124
Commerzbank Aktiengesellschaft
Germany
$349K +$313K +1,753 New
WSTAM
1125
Wilbanks Smith & Thomas Asset Management
Virginia
$349K -$2.86K -16 -0.9%
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